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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: Biomaven who wrote (20295)	6/15/2006 12:06:40 AM
From: Robohogs	Respond to of 52153

The 5% bands barely included 1.0 in that abstract so it looks like it very likely would have passed at 92-93%. Jon

To: Biomaven who wrote (20295)	6/15/2006 6:33:06 AM
From: Qualified Opinion	Respond to of 52153

Express Scripts made a bold move last year to drop Lipitor from their preferred drug list. It seems to have been bottom line driven. ESRX stock price was bullish last year, link: chart.finance.yahoo.com Apparently, results didn't matter, link: Message 22545137 ESRX insider sales, link: finance.yahoo.com

To: Biomaven who wrote (20295)	6/15/2006 7:10:50 AM
From: Qualified Opinion	Respond to of 52153

Per a Pfizer CC last year, Pfizer indicated that a number of Express Scripts customers bypassed Express Scripts and contracted directly with Pfizer for Lipitor. Pfizer indicated the growth of Lipitor sales revenue overseas against generic Zocor. It's difficult to disagree with their $13 billion Lipitor worldwide sales target since they usually do surveys. However, I still expect some poorer patients might switch. After the increase in prices and doses, I would be happy with flat Lipitor sales this year.