Pfizer is becoming a value play. You're certainly not expecting a lot of growth in the future.
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.
I think most of the biotech products are going to be safe for the rest of the decade.
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 would be devastating. It is their biggest product by far.
Dragging your 10-year-old to get a vaccine for a sexually transmitted disease could have some groups pretty upset.
That's not very impressive, because that's where your future is.
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.
It was not your typical Pfizer conference call,
It seems like it's not really a major association,
We think it might make sense for them to try and focus on what they do well, which is Phase III testing and marketing,