brian skorney says it looks really vanilla corey kasimov says what everybody is thinking, that the new, his commentary is what folks will be focused on let's talk about am genergen is quite a bit. it is something they're talking about in their slides and on the call wall street reaction brian skorney pointing out in the quarter neulast declined faster than expected corey kasimov notes enbrel was the biggest beat umer raffat pointing out by far the biggest discloeshier earnings is on the kras inhibitor. it is a pipeline drug probably most important in their line, it is for cancer. they disclosed more on this than we have seen in other kinds of cancer, so that's why the stock is probably up. >> meg tirrell, thank you. guys >> neulasta, the street was at 900 million. his to his torically, it was good they didn't raise the lower end of guidance, not the upper end maybe it is disappointing. now people are saying wait a second, they might have a cancer blockbuster drug potentially, and you look at keytruda when you want to see what can happen with a stock like merck. then look at the valuati