Right now it's probably the fastest growing drug sector.
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.
We believe continued strong oncology sales and operational execution will sustain the premium multiple versus the peer group.
There are several drivers for potential earnings growth that I don't think are reflected in the stock.
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.
It's clear that there is an increased investor focus, government focus and public focus on anything to do with infectious diseases, particularly flu.
It's not necessary to sell the company, they could to a (licensing) deal.