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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (18076)	11/24/2003 3:28:27 PM
From: hoyasaxa	Read Replies (1) of 78661

RE: Companies trading below cash - have a good link to a screener for that (they don't have that criteria when creating a screener through Schwab)? Regarding the drugs, let me reiterate my position in a different manner. When I write about the big ticket chronic conditions being addressed, I mean that virtually all the big drugs have already been created. Conditions that effect a lot of people- like heart disease, cholesterol, etc. - have there drugs already. New drugs addressing these areas only and will only offer minor, marginal improvement - or will offer one shot rather then ongoing revenue streams, removing the 'chronic' from the condition. Now, drugs treating smaller, niche markets will continue to proliferate. And new devices and delivery mechanisms to treat older conditions will continue to be created. But what will be the next Lipitors -- will there be enough of them be created by these large pharmas to enable continued strong growth rates? Appreciate your thoughts, as always.

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