Bristol-Myers earnings will be down this year but then we expect to see a recovery based on the introduction of new drugs and cost cuts.
—Barbara Ryan
I wouldn’t say [Prozac] is selling well, … It’s nice that they preserved $182 million from the Prozac franchise, but it was $2 billion, so it’s not real meaningful for Lilly.
The only way this company can improve their earnings is through pursuing a merger or by being acquired. It’s not very innovative, but it’s what they’re going to have to do.
It’s a pretty attractive property. Four billion dollar consumer businesses don’t go on the market every day.
It’s not a commercially attractive market, … The prices [of AIDS drugs] get negotiated down by governments around the world.
I think the market is pretty well defined. There are many reasons people don’t have sex. Maybe they have relationship dysfunction. Sex goes beyond just getting an erection.
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