The merger creates a Goliath. What they have done is created the best of the best.

My mind has been both my best friend and my worst enemy.

David and Goliath. I didn't think Roger was at his best, to be honest with you. But I think it is a thrill for us to beat him. I think the guys have got to feel good about themselves. He's a Hall of Fame pitcher, and we beat him.

This is a theme that I think investors are missing, because as tech and retail companies continue to warn about profit shortfalls, there are no revisions in the drug area.

One-hundred-ten years of history, great diversity, lots of new earnings drivers and I just became a grandpa -- twins. And I'm buying J&J, Pfizer and Warner for their future college funds.

The fundamentals for big pharmaceutical firms are fine. Cash is fine to support growth, and earnings are meeting the targets. I think investors are taking some of that for granted and ignoring it.