Highlights from the Big Pharma Report posted on AOL's Motley Fool Board.
Highlights
PFE is #1 in market cap and YTD growth for the first time in its history!
Significant findings comparing the Top 3 versus the Bottom 10 in Big Pharma
This is PFun!
BigKNY3
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Big Pharma Report- 4/25/98
Week
Big Pharma (-0.6%) fell with the Dow (-1.1%) , S&P (-1.3%) and a flat NAStie (0.1%).
But, a closer look at Big Pharma shows a significant difference between the Top 3 (PFE,WLA,and SGP) and the Bottom 10 Big Pharmas. The Top 3 increased a strong 6.1% for the week versus a heavy 3.8% decline for the Bottom 10. Check out the pattern for the month and YTD.
Three Pharmas reached their all-time highs: PFE (121.75), WLA (191.375) and LLY (73.75) (Not a great start for "Da Cup").
Reflecting the "Viagra Revolution", PFE (+12.4%) was the star of Big Pharma, the Market, and the media. The weekly PFE volume of 50 million was the highest since 3/02/90 when PFE @7 9/16.
WLA (+5.0%), LLY (+2.4%), AMGN (+1.1%) and SGP (+0.5%) were the only other gainers. Former merger partners GLX (-8.6%)and SBH (-8.4%) showed sharp declines.
APRIL 1998
Big Pharma remains flat (+0.1%) as compared to the Dow (+3.0%), S&P (+0.6%), and the NASTIE (+1.8%). April is historically PFE's second best month ...averaging +7.0% since 1993. It remains strong....PFE (+18.6%) is pacing the field followed by LLY (+17.4%) and WLA (+8.1%). All other Pharmas are in the red. Thus, the Top 3 is up 9.1% versus a 4.0% decline for the Bottom 10.
YTD 1998
Big Pharma (+19.6) is ahead of the Dow (+14.6%), the S&P (+14.1%), and the NASTie (+19.0%).
Now the Big news......For the very first time in the Big Scoreboard Report history, PFE is #1 with a resounding 58.6% increase over prior year. Check this out, the Top 3 has increased 47.1% versus only 8.8% for the Bottom 10. PFE also captured the #1 market cap position from MRK.
With LLY (+0.5%) edging into the black, every Big Pharma is now showing an increase
-Viagra in the Media This Week:
All over the place!!! Never has a pharmaceutical product received much attention. . Here's a sampling:
-Barrons reports that PFE has "posted sales of $200 million ...(of Viagra) ..., far and away the greatest volume ever achieved by any new drug- and the refills are beginning to pour in."
- A three-part segment on Viagra was shown Friday's NBC Evening News with Tom Brokaw representing almost one third of the show.
-An analyst on Wall Street Week said that Viagra annual sales could reach $10 billion.
- The Website www.penispill.com has been shut down and the doctor was close to losing his Wisconsin license.
-The Vaegra and Viagro Websites have been shut down.
Stocks to Watch (BigKNY3 Comments)
The STWs are 6 for 6! Up 13.7% in a 6 week period.
.. . Current Original
. Stock Price Price % Change
3/14/98 ICOS 13.88 13.38 3.74%
3/21/98 PFE 118.25 92.25 28.18%
3/27/98 BMY 102.25 101.31 0.93%
4/3/98 LLY 70.00 58.63 19.39%
4/9/98 PFE 118.25 99.25 19.14%
4/17/98 LLY 70.00 68.38 2.37%
Average 82.10 72.20 13.72%
This week's STW: Back to PFE!!! The trend is your friend...Watch out for monster RXs on Monday.
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