Dragging your 10-year-old to get a vaccine for a sexually transmitted disease could have some groups pretty upset.
We've seen [generic challengers'] success rate go down dramatically over last year. The drug companies are getting more experienced at defending these challenges.
It was not your typical Pfizer conference call.
They both could be key products.
You just can't grow the top line. I view Pfizer as a duck. They're floating and it looks easy, but they're paddling like crazy underneath.
It's certainly a major medical need in the ability to prevent cervical cancer. That gives it the potential to be a blockbuster. We're not expecting a real quick ramp up on this, though it could become a billion dollar drug.
We think it might make sense for them to try and focus on what they do well, which is Phase III testing and marketing.
There were some people who were giving it only a 50-50 chance [Pfizer] would win. We thought it was a big probability that they'd win. It's not a surprise the stock is moving up. A lot of value investors were on the sidelines, because they just don't buy things that have a huge risk in front of them.
People who are more science-oriented and innovative tend to look down on me-too drugs, ... there's a lot more risk in being innovative.
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