FastSaying
Somebody had to pay the price for the HBOC acquisition,
Michael Krensavage
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All this consolidation could rekindle talks between everybody.
— Michael Krensavage
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With all the price competition [in generics], we're likely to see more consolidation.
— Michael Krensavage
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It's tougher this year for the prescription allergy drugs.
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I still see solid earnings growth for the sector. Growth looks strong especially when you consider (expected sector) growth of 13-to-14 percent, compared to an (expected) S&P 500 drop of about 7-to-8 percent.
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Schering-Plough is hanging in there.
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