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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Ron McKinnon who wrote (49699)	11/5/2003 3:17:12 PM
From: E.J. Neitz Jr	Read Replies (2) of 53068

Ron, very familiar with SGP and started to build a position in that and 2 other Pharmas. After most recent corporate announcements and earnings reports and especially on Goldman Sachs comments, I sold it on a break-even basis. Suggestion: look at PFE....at this price/historical valuation a good long term acquisition and a superior pipeline and excellent management. I also would keep an eye on Serono out of Switzerland SRA-NY. 9 months ago I had built a position in what I would consider to be the best pharma company in the world....Roche....but the company owns a controlling interest in Genentech...shot up in price and I cashed out...but waitng for the eventual cool-down in price and will re-enter in the future. PFE is a position builder/keeper. SGP's merit, if any, would be as an acquisition target especially for Zetia (product).

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