Yes - you heard January was the problem with acceleration in Feb, March and April ("Q2 is doing great"). You heard that Margins are better than expected and that is expected to continue. You heard that tax rate is lower than expected and that is expected to get even lower by yr end.

 

You heard Q1 miss was in a great part due to january and a big inventory destocking (which will have to be restocked but CEO said that restocking is not in the guidance).

 

You also have at least 4 -5 cents EPS from yet another quarter of no generic vidaza - only in guidance through June 30th now assured at least through Sept 30

 

72.50 - 73's = BUY WITH BOTH FISTS