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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (26221)3/5/2007 11:35:26 PM
From: Spekulatius  Read Replies (3) of 78758
 
Paul - LLY and SNY look Ok for me in the pharma sector, but after analyzing their fundamentals , as well as the pipeline potential, i would buy WYE. WYE is a little emore expensive based on forward PE but I think they have margin expansion potential, have a young product portfolio with biologicals and vaccines as well as the best pipeline relative to their size, I think.

I also think their legislation issues are 95% behind them but sometimes it's he last 5% that really hurts <g>, I admitt. LLY has some major issues with Cymbalata which could really hurt. SNY is too much empire building (?) as they are rumoured to make a very expensive run on BMY which would be dilutive for current shareholders.
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