Bristol-Myers Squibb Co.
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Re: RJ - BMY: Key Takeaways from Raymond James Fireside Chat - perhaps you will find CMO Samit Hirawat's coverage of CELMoDs at Cowen more to your liking, Doolen!Immensely so. Read it earlier as I was headed out before just returning. CFO Elkins will be well served to make note before he is up again on the 9th - and while a possible waste of time, I will reference it to him in an email which will probably not get to him per Polo. I do sincerely believe too much has been being made of the Revlimid LOP revenue impact over the last few years by a number of analysts in light of the Celmod pipeline potential. IMO, addressing that subject properly would be worth several dollars. Bio's Dr. Sager Tweet and Samit's words warm my heart. PS - In the words of Salvator Dali ... "When you.ve got it, flaunt it." |
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