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. Les Funtleyder
 People

More - 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. - 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.

Les Funtleyder

 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.

Les Funtleyder

 
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.

Les Funtleyder

 
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.

Les Funtleyder

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

It's not just the Cleveland Clinic.

Les Funtleyder

 Cleveland
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.

Les Funtleyder

 Future
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.

Les Funtleyder

 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.

Les Funtleyder

 People
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.

Les Funtleyder

 
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.

Les Funtleyder

 Company
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