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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (19924)10/20/2004 9:46:52 PM
From: Spekulatius   of 78596
 
re Pharma, LLY is indeed under pressure but i think if the Zyprexa patent issue is resolved in LLY's favor they could become a buy. if LLY were to loose Zyprexa (which is much less likely IMO) a MRK like meltdown is quite possible. PFE today had very anemic revenue growth, especially if one considers the still positive impact of currency exchange rates. AMGN report looks good to me with revenue growth exceeding 20% this stock should be higher, IMO. WYE had also decent growth but also more Fen Phen charges coming. I also notice that they are skimping on R&D (only 12% of revenues) which is something to keep an eye on, even though their product portfolio and near term pipeline looks OK. Taken alltogether i would like to add to AMGN on weakness since i think that the strong growth and the lack of potential issues makes the risk reward ratio for this stock better then for most of it's peers.
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