In a research report, Ende presents a two-pronged argument that the market may be too giddy about Tarceva's results.
FORBES: New Risks For Genentech Drug
Colleague Rina van der Ende said the news was still difficult to comprehend.
BBC: UK charity worker killed in Kabul
It is possible to speculate on an upside that Ende doesn't mention.
One of the most interesting cautionary notes comes from Merrill Lynch analyst Eric Ende, who cut his rating on OSI (nasdaq: OSIP - news - people ) to "neutral" yesterday.
But Ende presents an even greater concern.
应用推荐
模块上移
模块下移
不移动