Henry Scott
Henry Scott
believe patent win
I still believe Pfizer will win the U.S. case, but you can never make any assumptions in a patent dispute.
approval bristol equation issue offset patent pipeline potential production risk takes whether
This approval takes some risk out of the equation for them. If they can get the production capacity, it has the potential to be a significant drug. The big issue for Bristol is patent expirations and whether the pipeline can offset them.
expected higher research weak
We expected higher research and development costs, but the revenues were also on the weak side.
flush hunting uncommon
We have a lot of quail here, and we're going to have quail hunting this fall. It's not uncommon to flush 35 to 40 coveys a day.
bother venues
Why bother with Merck? How many venues can they (Merck) really concentrate on?
best case certainly individual investor next possible sentiment swings test win
It's the best possible win for the case, but it is not the end of the battle. The next test case will really be long-term users. Investor sentiment certainly swings probably more than it should on each individual case.
fairly field flew
It was mediocre. I thought we'd see more, but they flew fairly well. We'll get on a better field this afternoon.
birds hunt id scout teams using
We have scout teams who go out and ID where the birds are. And when we find birds using a field, we'll hunt that field.
large question
The question is how large is that market.
capacity guys
A big wildcard is how much capacity do these guys have.
product
I think this could be a $1 billion-a-year-drug and is the kind of product Pfizer needs.
amount aspect certain facilities negative
Underground facilities do have a certain amount of negative aspect to them.
experience found full productive tie truly work
There are the friends that understand, and the friends that don't. The friends who don't have truly never had the full experience of post-secondary education. I always found that if you tie yourself down to just the two, work and school, you aren't as productive as you'd like to be. You need to have fun.
data last people
People just extrapolate off the last data point.