Big Pain Coming…



















Maybe for once we will start being realistic about outlook. Merck assumes best case and seldom plan for worst case. Was it realistic to expect all untapped markets to embrace a vaccine that could go against certain cultural expectations and religious principals?
Yep, agree. We strung investors along with the Guardasil issue in China, paying for it now. Stock down 10 points, lot of market cap lost today. Dont kid yourself ET will be looking for ways to make that loss up.
 
























I’m not a believer that the new version of Keytruda will be the savior. Yes, injection is easier than infusion, but if each is equal in effectiveness, why would an insurance company shell out more money for our brand name? It reminds me of Schering—Claritin (little to no side effects) was going off patent so we came up with Clarinex (even fewer side effects). Complete bomb, why pay for fewer than ‘little to no side effects.’ That seemed to be a big impetus towards the merger with Merck. Wondering if history is repeating itself.