Al Rauch
Al Rauch
focus iii might phase testing
We think it might make sense for them to try and focus on what they do well, which is Phase III testing and marketing,
biggest product
It would be devastating. It is their biggest product by far.
products rest safe
I think most of the biotech products are going to be safe for the rest of the decade.
crazy floating grow looks paddling top view
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.
becoming certainly expecting future growth value
Pfizer is becoming a value play. You're certainly not expecting a lot of growth in the future.
conference typical
It was not your typical Pfizer conference call,
major seems
It seems like it's not really a major association,
ability billion certainly dollar expecting gives major medical potential prevent quick ramp though
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.
future
That's not very impressive, because that's where your future is.
disease dragging groups sexually vaccine
Dragging your 10-year-old to get a vaccine for a sexually transmitted disease could have some groups pretty upset.
company difficult goes happy immediate people somewhat street tenure threat
I think there's some people on the Street who are somewhat dissatisfied with his tenure at the moment, but don't think there's any immediate threat to his position. I think it's very difficult to keep people happy when your company goes through something like this.