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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (17349)7/3/2003 2:28:10 AM
From: Spekulatius  Read Replies (1) of 78758
 
I do have an opinion on PFE and NVS.
Regarding PFE I would be getting nervous about the pipeline if i were a shareholder. PFE is putting 6B$/year into R&D but i see little return for this huge expense. Even though PFE does not have issues with patent expirations on a larger scale this will create huge problems a few years down the road. NVS is performing very well in R&D and i think they will be able to achieve 10%+ topline growth for a long time. I would be a buyer at 37$ or less.
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