Yes, I am not saying these drugs won't have any impact on sales at some point in the future, just that it will take a few years, and likely only see a small percentage, which might even be offset by existing growth to those not prepared (able to) take the drugs.
Anyway, point is, there will be plenty of time to assess this over the next 12 - 24 months. The overreaction with the sky-is-falling being screamed from the media and some investors was not unexpected, but provided a nice entry/top up point.
RMD Price at posting:
$32.34 Sentiment: Buy Disclosure: Held
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