we're talking the size of the lipid market or lipid-lowering like lipitor and crestor. tens of billions of dollars market. so it was just -- people were just not paying attention because of the lack of successes in the past. >> but as tyler just said, it has its only one product. this product isn't really a product yet. it still has to go through clinical trials. i'm guessing that's going to take a couple of years. so what happens to this company in the meantime? what does it mean for investors? >> well, the regulatory path from this stage is unclear. this trial we haven't even seen the details of the data. so we'll have to find out what the additional paths are taken. however, the results that we saw, at least the initial findings, seem to be pretty robust. so i think that the risk that additional trials if needed would be negative are probably fairly low. so that is more of a timing issue versus is it actually going to get to the market. so the bigger question is, how big is this opportunity? and even very frequent that drug's not on the market yet but have shown grea

his mother talks to me live next. [ doctor ] and in a clinical trial versus lipitor, crestor got morerisk patients' bad cholesterol to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. >>> acati case that has been compared to the tray van

the wave of brand name patent expirations that occurred 2012 as numerous blockbuster drugs notably, lipitor and singular lost patents in 2011 and 2012. that led to lower cost generic versions of these drugs. also influencing the slower growth was continued increase in the generic dispensing ring. the dispense prescriptions that were generic excluding branded generic increased in one year. in large part due to many brands switching to generic status. among payers in 2012, we saw declines in out of pocket and private health insurance spending. this was influenced by the continued movement by three and four tier coinsurance and copayment structures. coupled with blockbuster drugs now being available on a lower cost here. i'm going to turn the presentation over to micah who will discuss more about the payers of healthcare in 2012. >> thanks, anne. i will start my portion of the presentation with the payers of healthcare spending. we will take a look at the chart that shows distribution of healthcare spending and the $2.8 trillion that was spent in 2012. we see health insurance accounted for 72%

when "caught on camera: dash cam diaries" continues. [ doctor ] and in a clinical trial versus lipitor, crestor got more high-risk patients' bad cholesterol to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. you're not doing anythingd as

the amount of sales for lipitor will continue to increase because it has become generic. the next one will be nexium. this is, nexium is an antiulcer drug which is used for used for $6 billion of sales. we can see the other ones. these are the top prescription drugs. we see that these are very, very profitable drugs. so bit year 2016 we're going to see a see a lot of drugs in terms of revenue, excuse me, loss of revenue because of expiration of the patents of about $127 billion. so this is some of the potential expirations we're going to get. this is obviously affecting the industry and it is affecting the strategies that they are implementing in order to survive. so this is affecting biotechnology products which are becoming half of all new drugs approved because they are moving to that level. so what happens is that right now, we look at the market, there are, in oncology sector has become number one. it has become very, very profitable of the so the price for these drugs treatment, $100,000, or $50,000, $100,000. if we relate that to the obamacare, to obamacare plan, w

this fake lipitor pill looks so authentic, they had to superimpose a diagram of an actual pill to seeot match up. >> with the naked eye, you cannot see this. >> as they say in india, you could manufacture anything. there's no limit. >> balbir bhogal was arrested in madison, wisconsin, for allegedly trafficking counterfeit drugs. he's also accused of providing millions of antianxiety pills from india to a website operator for a site with a common, seemingly harmless name. >> he was running an internet pharmacy, which is actually, i discovered recently that it's a website, "easy meds 4 u." >> easy meds 4 u? >> yes. he had lots of lots of supplies. >> you've never met him. >> never met him. >> it's a total virtual world. >> absolutely never met him, and i didn't even believe what his name was real or not. >> bhogal maintains his innocence and claims he was only supplying anti-anxiety medicines with the proper formulation and thought it was for the asian market. the government says he knew the pills were illegally coming into the united states. were you worried at all about these medicati

. >> my pleasure. [ doctor ] and in a clinical trial versus lipitor, crestor got more high-risk patientsl to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. ♪ >>> he was an unknown singer, whose youtube videos went viral. >> he pretty much

shot dead while waiting for help in her broken-down car. [ doctor ] and in a clinical trial versus lipitorcrestor got more high-risk patients' bad cholesterol to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. >>> welcome back to "the lead."

meeting that just concluded with governor chris christie. [ doctor ] and in a clinical trial versus lipitorstor got more high-risk patients' bad cholesterol to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. >>> the former nba player dennis ro

the wave of brand name patent expirations that occurred 2012 as numerous blockbuster drugs notably, lipitor and singular lost patents in 2011 and 2012. that led to lower cost generic versions of these drugs. also influencing the slower growth was continued increase in the generic dispensing ring. the dispense prescriptions that were generic excluding branded generic increased in one year. in large part due to many brands switching to generic status. among payers in 2012, we saw declines in out of pocket and private health insurance spending. this was influenced by the continued movement by three and four tier coinsurance and copayment structures. coupled with blockbuster drugs now being available on a lower cost here. i'm going to turn the presentation over to micah who will discuss more about the payers of healthcare in 2012. >> thanks, anne. i will start my portion of the presentation with the payers of healthcare spending. we will take a look at the chart that shows distribution of healthcare spending and the $2.8 trillion that was spent in 2012. we see health insurance accounted for 72%

. >> 50 milligrams of lipitor or 100. >> you need the new regenero when lipitor doesn't do the job.is is accelerating the pace of product innovation, remain a buy. goldman sachs saying over the past quarter, significant acceleration in twitter product innovation. so we're back. twitter, suddenly -- >> product invnovation. >> the banker, david, they're the banker. >> they are. banking analysis or -- >> well, glad you brought up, very separate, yes. they're like a 31-year-old and 56-year-old getting together, that's how far, they're separate from each other. >> so far. >> it's an illusion to the man who stopped research from being -- monetization, early stage. it's not happening yet. it's not happening yet in terms of earnings but ebida, get this, david, raising our ebida 2013, 2015, by 10% and 9% on average and revenues raise. something to hang your hat on. >> perhaps go with a higher price target for a stock up 121% since its initial public offering, the opening bell a few minutes away on monday morning. let's see how stocks do. "squawk on the street" coming back after this. bulldog

we saw what happened with lipitor a few years ago.t's vyiie viagra down. >> it was up nicely last year. america's become the stock that people want to own because it's done, you know, it hasn't done much at all. bristol-myers reinventing itself, people don't like right now. if i had to put the panoply of pfizer at 30 and merck at 53 and bristol-myers at 50 it's definitely bristol i want to put the money on. >> comcast 66 cent and misses on two cents on a higher tax rate, and nbcu up and broadcast tv and ocf up 55. >> it's the way we have to measure ourselves, the dividend boost, this is a company that quite recently said things are great at a grnce and they put out another number and things are really great again. i want people to look at comcast, during the period we started worrying about argentina, turkey, south africa and china, comcast went down. what should you have done? how about bought comcast? >> at $136 billion the market cap's now bigger than disney. >> do we have to worry about china with comcast? south africa? argentina,

might not have the belief that things will get better. [ doctor ] and in a clinical trial versus lipitorsterol to a goal of under 100. way to go, crestor! yeah! getting to goal is a big deal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. >>> two days after my trip to france, bahia took off and flew to the islands f

lipitor sales, that rose 4 1/2% and lyrica, that's the pain drug, that was up 11%.agra was down. how about that one? move on to ford, please. they got good numbers too i think. >> ford is looking good this morning. you can see an up arrow for the stock. their net income rose 90%. they continue to do well with the f-150. the stock is at 15.79. stuart: thanks very much, nicole. recap briefly, the dow is up to a 60 point gain after three minutes of best. the question, are you nearsighted tech geek? don't worry, google's glass has got you covered. google glass available in prescription format. they have added four frame styles. that is good enough for a $14 rise in google. but it is nowhere near where it was 10 days ago. microsoft buys the rights to the hit, gears of war videogame franchise. it will be available only on xbox one. i do own microsoft stock. this morning it is up 15 cents, 36.11 as of right now. moving on back to keith. markets have been i call it selloff mode for much of this year. many market watchers on this program are saying you have to look at emergi

also other thing worth noting, viagra sales are slipping but they are doing well with lipitor and the generic competition. lori: viagra sales are slipping? okay, nicole. adam: coalition of public labor unions filed suit to seek to overturn the first-of-its-kind public pension reform law. it is supposed to close illinois's $160 billion unfunded pension liability but the labor unions call it unconstitutional. illinois state treasure and candidate for governor dan rutherford was against the law because he warned it would not pass judicial review. in an exclusive with fox business, rutherford said it will also fail to save illinois taxpayers mon. >> i let me respond to the constitutional side, adam. illinois has a specific clause about diminishing benefits. as i looked what i had, in fact the bill wasn't even available at the time when they made it be known over the thanks give being weekend. from what i could understand of it i had major concerns about the constitutionality, that is number one. in real terms there were no actuarial numbers available to the general assembly or governor or

but, again, cell gene, there are analysts saying revlamid could be the next lipitor.ay too cheap. >> any position, guy? >> i would disclose. i have been doing this a long time. >> the rest of the panel sticks around with me. guy, there will be plenty much more of him coming up at 5:00 on "fast money." straight ahead, what will the fed do now that december's job numbers showed a hiccup? up next, one person says he'll reverse direction and add more stimulus. jeff is here to make his case. >>> and up to 110 million target customers may have had their personal information stolen. the breach is worse than anyone suspected when target stated 40 million people were victims. coming up, i'll speak with a payment system specialist will what retailers, bank, and credit card companies need to do to beef up security. why has america been left behind in this regard? stay with us. w we'll be right back. on the u.s.s. saratoga in 1982. [ male announcer ] once it's earned, usaa auto insurance is often handed down from generation to generation. because it offers a superior level of pro

lipitor revenue, that's something to look at. remember what happened?was the biggest selling drug in the world? 600 million. still amazing they can do 600 million. >> in the generic world. >> lyrica, 1.26 billion for lyrica. celebrex came in at $800 million. >> our parent company also reported? >> comcast also did report. and there are -- there's some special things going on here, some adjustments. there's a higher tax rate that analysts apparently did not know about which makes the bottom line number, which is never the number you would necessarily lose on comcast, obviously. it's more of an ebitda story anyway. >> cash flow, too. >> most of those -- >> what's that? >> free cash flow was up 7%. >> for the year. >> for the year. >> for the year, yes. out of all -- there's about ten different things that you look at for comcast in almost every area, it was above expectations. one of the things we heard, remember, after how many quarters after losing video customers in the fourth quarter they were able to add 43,000. that's something, isn't it? >> for a l

keep it here. [ doctor ] and in a clinical trial versus lipitor, crestor got more high-risk patients'eal, especially if you have high cholesterol plus any of these risk factors. because you could be at increased risk for plaque buildup in your arteries over time. so, when diet and exercise aren't enough to lower cholesterol, adding crestor can help. go, crestor! ♪ ♪ oh, yeah [ female announcer ] crestor is not right for everyone, like people with liver disease or women who are nursing, pregnant, or may become pregnant. tell your doctor about other medicines you're taking. call your doctor right away if you have muscle pain or weakness, feel unusually tired, have loss of appetite, upper belly pain, dark urine, or yellowing of skin or eyes. these could be signs of rare but serious side effects. crestor! yes! [ female announcer ] ask your doctor about crestor. if you can't afford your medication, astrazeneca may be able to help. if you can't afford your medication, discover card. hey! so i'm looking at my bill, and my fico® credit score's on here. yeah, you've got our discover it card, s