Al Rauch Quotes (11 Quotes)

Pfizer is becoming a value play. You're certainly not expecting a lot of growth in the future.

We think it might make sense for them to try and focus on what they do well, which is Phase III testing and marketing,

It's certainly a major medical need in the ability to prevent cervical cancer. That gives it the potential to be a blockbuster. We're not expecting a real quick ramp up on this, though it could become a billion dollar drug.

At this point, it's more a matter of the three players grabbing share from each other. We're not expecting the market to grow substantially.

Generally, in order to get a new product up to peak revenues, it takes three or four years. In contrast, when something goes generic, it goes generic rather quickly.

There were some people who were giving it only a 50-50 chance Pfizer would win. We thought it was a big probability that they'd win. It's not a surprise the stock is moving up. A lot of value investors were on the sidelines, because they just don't buy things that have a huge risk in front of them.

These drugs all work in one mechanism. If someone came out with a different type of erectile dysfunction drug there might be potential to expand the ED market, but these three drugs essentially do the same thing.

I think there's some people on the Street who are somewhat dissatisfied with his tenure at the moment, but don't think there's any immediate threat to his position. I think it's very difficult to keep people happy when your company goes through something like this.

Part of what people were worried about was that historically generic companies were successful in patent challenges about 75 of the time. We thought that couldn't continue, because they went after the easy patents first. Friday's ruling shows what's happening with the harder ones.

People who are more science-oriented and innovative tend to look down on me-too drugs, ... there's a lot more risk in being innovative.

Dragging your 10-year-old to get a vaccine for a sexually transmitted disease could have some groups pretty upset.