“I think you're going to see a bit of a struggle between patients and physicians going forward, which I think can blunt the near-term uptake of the drug.”
“[Amgen's] going to use every means at its disposal to protect its intellectual property rights and keep Roche off the market. We'll have to see how the courts interpret it, of course. This is a very real risk to the stock.”
“I don't think they have an issue in the marketplace. Operationally, they're hitting their stride ... but this is a stock that has to trade on more near-term earnings.”
