David Moskowitz
David Moskowitz
believe case decision known relatively upside worth
We believe this decision is only worth $1 to $2 in upside to Merck, as this case was known to be relatively weak,
area bristol companies examples individual job managing poor public relations tried
Drug companies have done a poor job managing public relations and they know this. In many cases, the individual drug companies have tried to set examples where they can. This is one area where Bristol has tried to set an example.
cases company number squeeze stability types
The squeeze is coming, ... With this number of cases and these types of awards, the stability of the company is at risk.
negative outcome positive trial
A negative outcome in this trial is more magnified than a positive one.
add further pressure suicidal warning
A new warning (on suicidal thoughts) could further add to pressure on the product.
companies good potential products
As potential patients, we would want these companies to make incremental improvements. Without it, we would end up only with first-in-class products that are not as good as they could be.
blatant decision protecting says
This is really bad. It is such a blatant decision that says Merck did not do the right thing about protecting patients.
company continue damaged time until
They got slammed. The credibility of this company has been damaged and will continue to be so for some time until they can deliver.
entire group legal lift likely major profile reduction represents risk sentiment threat victory
The legal victory represents a significant reduction in the risk profile of the company. The company's fending off of this major threat is likely to lift sentiment for the entire large-cap pharmaceutical group through the remainder of 2005.
certainly jersey
It certainly is a bellwether, especially in the New Jersey courts.
current draws history mean relate start study talking
Just because we have to study history doesn't mean we can't try to relate it to the current time. Once you start talking about something they're already up on, it draws them in.