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Seattle Genetics, Inc. Message Board

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  • redhot47fla redhot47fla Nov 7, 2012 7:26 PM Flag

    After hours

    I agree with the comments thus far.

    Paladin: Yes, I did hear the rather sudden switch from "billion" to "multi-billion," which I believe was uttered twice near the end. Siegall has gotten better at these things, but he still has a tendency to become tongue tied or lost in the weeds. He needs more consistent clarity, a more linear approach. Also, talking about getting lost in the weeds, a new side effect of Adcetris might be induced coma from listening to that marketing guy - yes, I agree with you there, too.

    Biotech: I was thinking the same thing -- given the time frames involved in this market sector, we are looking at another looooonnng wait before Adcetris revenues grow robustly and/or new products come on line. So, we're back to being very long-term investors with only one real hope for swift pps appreciation -- the takeover, which I still think is inevitable, maybe tomorrow, maybe a year from tomorrow, but one day fersure, and at a very high premium.

 
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