我喜欢它，因为它太不受青睐，你甚至送都送不掉这只股票。在等待他们扭转局面的同时，你能获得 6% 的股息收益率。他们曾因疫情获得意外之财。他们用这笔钱收购了 CGEN，430 亿美元。
这将每年带来 100 亿美元的收入。他们削减了 72 亿美元的成本。人们担心他们一些主要药物失去独家经营权。这低于预期。而且他们有一种 GLP1 药物，与 Metera 一起推出，2728 年，这是一种每月一次的 GLP，可以以药丸和皮下注射的形式服用。
所以也许他们会迟到，也许它会具有革命性。我们不知道。但与此同时，成本已经削减。肿瘤学特许经营管线强劲。所有坏消息都已反映在价格中。我早年在这个行业学到，如果下行风险得到保护，上行空间会自行解决。
如果我获得 6% 的报酬来等待这只股票随时间恢复，那是好事，不是坏事。
I love it because it's so out of favor you can't give the stock away. Um you're getting a 6% dividend yield while you wait for them to turn the boat. They had a COVID windfall.
They used the money to buy CGEN 43 billion. That's going to do10 billion dollars a year. They cut 7.2 billion in cost. People are afraid of the loss of exclusivity from some of their major drugs.
It's lower than expected. And they have a GLP1 with the Metera coming out uh 2728, which is once a month GLP uh which you can take as a pill and subcutaneous. So maybe they'll be late to the party, maybe it'll be revolutionary.
We don't know. But in the meantime, costs are out. The oncology franchise pipeline is robust. All the bad news is priced in. You you got you're you know, I learned early on in this business, if your downside is protected, your upside will take care of itself.
And if I'm paid 6% to wait while this thing, you know, uh recovers over time. That's a good thing, not a bad thing.