There were no major surprises and that actually is good news, given that the recent surprises for the sector have been of the wrong kind.

The company gave me confidence that they have next-generation products for markets that they currently participate in. Additionally, for the large markets where they are not players, the company is developing compounds.

Physicians themselves haven’t lost anything. As long as revenue is there, they’re getting paid.

These are dedicated doctors, who take care of very sick patients. It’s a doctor’s duty to care. Care in the field doesn’t change.

We think this is a good move for Johnson and Johnson. It boosts their pharmaceutical (sales) growth also brings them expertise in research and development of drug delivery.