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Strategies & Market Trends : Z Best Place to Talk Stocks
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To: John Carragher who wrote (52346)11/3/2004 1:02:27 PM
From: E.J. Neitz Jr  Read Replies (1) of 53068
 
John, no question Merk looks cheap. However, so do many other large cap pharma stocks without "the cloud" no...reality of litigation.

Additionally, Merk has a poor pipeline and now poor street sponsorship.

I think Pfizer, Johnson and Johnson, Abbott, and Amgen look very attractive in here with a second Bush term. Serono, based in Switzerland and trades as an ADR here (SRA) is one stock I own, follow and being the world's biggest biotech company is under-followed. That is quite interesting.

The most attractive stock for future price movement is Amgen IMHO. All of the above have very good management and decent pipelines.
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