Jason Kantor
Jason Kantor
fastest growing
Right now it's probably the fastest growing drug sector.
drivers earnings growth potential reflected several
There are several drivers for potential earnings growth that I don't think are reflected in the stock.
company necessary sell
It's not necessary to sell the company, they could to a (licensing) deal.
clear focus government increased infectious investor public
It's clear that there is an increased investor focus, government focus and public focus on anything to do with infectious diseases, particularly flu.
cautious commercial earnings evidence improved remain sales until visibility
We remain cautious until we see significant evidence of accelerating sales, operational and commercial execution, and improved long-term visibility on sales and earnings growth.
believe continued execution multiple peer premium sales strong sustain versus
We believe continued strong oncology sales and operational execution will sustain the premium multiple versus the peer group.
cancer clear died everybody family heart people
You're in your 40s and you've got breast cancer, but everybody in your family has died of a heart attack. It's clear that for the appropriate people this is going to be the appropriate treatment.