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.
We think it might make sense for them to try and focus on what they do well, which is Phase III testing and marketing,
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 seems like it's not really a major association,
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,