Best CELG meeting in my 15yrs as investor-world class team & company
Best Celgene event by far in my 15 yrs as investor, Hugin deserves huge credit for building perhaps the most impressive team in all of biotech - operating leverage, upside to ests, 5 separate billion/yr drugs, incredible early stage pipeline....
I was lucky enough to attend yesterday's Celgene analyst day in NYC and came away overwhelmed with optimism for the future - from the clear path to billion $ a yr blockbuster for five drugs already - Revlimid, Pomalyst, Abraxane, Apremilast and Vidaza (on international sales alone with oral aza now appearing to have huge upside as an epigenetic primer) , to the amazing pipeline, to what most impressed me and others yesterday - the incredible talent they now have as an executive team and in key leadership rolls..I can't fit my comments with the space limitations on yahoo - so please see my post on Investor Village CELG message board.
Just read your very detailed write up at Investor Village. Thanks! Thanks also for the lead to Investor Village; I haven't known about it till now. Seem to be a lot less idiots there too; one look at the ARNA and DDD boards was enough to confirm that. Definitely worth joining.