SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Dale Baker who wrote (27120)6/21/2007 12:05:31 PM
From: Jurgis Bekepuris  Read Replies (2) of 78748
 
The $10Bn question is whether that's going to be true in the future or if the winds will change. It's tough to judge. Negatives are patent expirations, weak pipelines, possible bad regulatory environment (both FDA and pricing side). Positives... hmm, the only positive seems to be that all of these companies continue making loads of money even while being sued, losing patents and so on... And the need for drugs is not going down either... I really can't make a macro call. I hold some pharmas and hope for a wind of change. ;)

BTW, quite a few of large caps in other areas have similarly looking charts, so partially it's not a pharma issue. ;) Compare for example KO vs. BMY for 3-5 years. ;) (I own both.)
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News