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Biotech / Medical : Pharma News Only (pfe,mrk,wla, sgp, ahp, bmy, lly)

PFE 24.31

0.0%

Oct 30 3:59 PM EDT

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To: darbyred who wrote (1691)	7/27/2001 7:38:32 AM
From: vestor	Read Replies (1) of 1722

Reflex causes those who do not think it through to call the sector 'defensive'. The baby boom demographics has some, with good cause, calling the sector a growth sector. We are a little early but now is the time to build a solid portfolio then sit back as Wall Str. recognizes what we see now. The 20 mg capsule has the lions share of Prozac sales. Barr Labs has six months exclucivity and first to market usually maintains the lions share. Do think DRMD drug menu and FDA submissions very good for BRL. DRMD had great ideas and products but always lacked the $ to adequately promote. BRL is a cash cow with very smart management. Look for great things to come out with this combination. Suggest listening to 8/7 DRMD conf. call. I expect they report their best qtr. in their history.

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