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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (29924)1/31/2008 2:28:59 AM
From: Spekulatius   of 78748
 
JNJ - i agree that this franchise may become undervalued again. Y2008 should be fine but Y2009 looks like it's going to be very though with Risperdal and Topomax loosing the majority for their sales. This alone is going to be 3B$ of revenue loss. Procrit/Ebrex are continuosly loosing as well, so i thank that the Pharma sector may shrink quite dramatically in Y2009.

JNJ jas overcome challenges before and it will do this time again , but the stock may be tough to hold when other stocks will be escalating out of this slowdown whilst JNJ is stuck in neutral.

SNY almost looks like a buy again under 40$. I'll have to look at their pipeline prospects before investing.
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