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【TOP 16】Les Funtleyder Quotes - WhatsApp Status | Page-1

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In terms of body language, management seemed a little more defensive to us than usual. Moreover, we find the lack of guidance from a company with the scale and savvy of Pfizer worrisome; it suggests to us that the company doesn't know itself about the future performance of its own internal operations. - Les Funtleyder Quotes

In terms of body language, management seemed a little more defensive to us than usual. Moreover, we find the lack of guidance from a company with the scale and savvy of Pfizer worrisome; it suggests to us that the company doesn't know itself about the future performance of its own internal operations.

Body

When you start seeing these big, big products coming off patent, there's plenty for most of them to cut. It is quite possible that all of them have plenty more to cut if they want to. - Les Funtleyder Quotes

When you start seeing these big, big products coming off patent, there's plenty for most of them to cut. It is quite possible that all of them have plenty more to cut if they want to.

The list is relatively short. There aren't that many companies who could take it. - Les Funtleyder Quotes

The list is relatively short. There aren't that many companies who could take it.

We figured there would be some deterioration, but not like this. It looks like problems across the board. - Les Funtleyder Quotes

We figured there would be some deterioration, but not like this. It looks like problems across the board.

It's not just the Cleveland Clinic. - Les Funtleyder Quotes

It's not just the Cleveland Clinic.

For Pfizer, it offers some hope for the future that they can get novel products to market. This proves that they have drug development capability and points to a brighter future 18 months out. - Les Funtleyder Quotes

For Pfizer, it offers some hope for the future that they can get novel products to market. This proves that they have drug development capability and points to a brighter future 18 months out.

They're getting rid of unnecessary things and using the money to fund research and development. - Les Funtleyder Quotes

They're getting rid of unnecessary things and using the money to fund research and development.

Money

It certainly will encourage more people to sue. This is going to be a decade-long process. It's probably going to make Merck reserve more money. - Les Funtleyder Quotes

It certainly will encourage more people to sue. This is going to be a decade-long process. It's probably going to make Merck reserve more money.

Getting larger really does matter. Scale helps because it helps drive greater discounts. The more enrollees you have, the better off you are in terms of costs. - Les Funtleyder Quotes

Getting larger really does matter. Scale helps because it helps drive greater discounts. The more enrollees you have, the better off you are in terms of costs.

At least we can measure whether the company is meeting its goals or not. - Les Funtleyder Quotes

At least we can measure whether the company is meeting its goals or not.

This is probably not the last deal you'll see in this sector. - Les Funtleyder Quotes

This is probably not the last deal you'll see in this sector.

Why spend [$357 million] when you can spend $11 million or $12 million up front? - Les Funtleyder Quotes

Why spend [$357 million] when you can spend $11 million or $12 million up front?

That was the first upside surprise for Merck in a long time. - Les Funtleyder Quotes

That was the first upside surprise for Merck in a long time.

Nobody has any idea how this is going to turn out. But it's going to overhang the stock for the next six to nine months. - Les Funtleyder Quotes

Nobody has any idea how this is going to turn out. But it's going to overhang the stock for the next six to nine months.

For most of the U.S. companies, it's more about cost control than revenue growth. I think you'll see more of this the rest of the year until we start seeing pipeline products get to market. - Les Funtleyder Quotes

For most of the U.S. companies, it's more about cost control than revenue growth. I think you'll see more of this the rest of the year until we start seeing pipeline products get to market.

A lot of people feel like they've missed it and the best days of the sector are behind it so why jump in when there's even a hint of medical cost trends going in the wrong direction. - Les Funtleyder Quotes

A lot of people feel like they've missed it and the best days of the sector are behind it so why jump in when there's even a hint of medical cost trends going in the wrong direction.

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