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David Amsellem with Piper Jaffray asks if the company is disappointed with how Namzaric is tracking and long-term thoughts on memantine market. $AGN said the company is not disappointed with Namzaric, it's a timing matter. Overall, this is a very stable business. $AGN has a heavy promotional effort and is confident about the next 12-24 months.
No better outlook on $MSFT. Even if the results beat a bit, the stock may move 4 to 6% higher, but won't go above $60.