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Msg  1689 of 1700  at  9/11/2019 5:47:07 PM  by

geringerart


Morgan Stanley GHC Event

I listened yesterday. Was nice to see TW do the presentation himself. While not a lot new to us who follow the company closely, it was evident that the moderator was surprised by the potential of both K and T. There is obviously doubt about HZNP's peak sales projections, but in our experience they are likely low balled rather than exaggerated (underpromise - overdeliver). Execution will drive this stock (IMHO) as asset values continue to increase. Nice explanation of the J-code and how it affects a company's ability to reach patients. In essence, a temporary J-code means each patient has to be individually approved, but a permanent one allows blanket approval (good to know).


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Msg # Subject Author Recs Date Posted
1690 Re: Morgan Stanley GHC Event Drummer1517 0 9/12/2019 8:44:32 AM


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