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Strategies & Market Trends : 50% Gains Investing
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To: Jurgis Bekepuris who wrote (76238)4/11/2009 5:55:00 PM
From: SpekulatiusRead Replies (1) of 118717
 
re FRX -m the metrics look good but please remember that more than 1/2 the value of pharma comapny is in it's pipeline and FRX has not much in there (IMO). So at this point I would treat it as a wasting asset. I think GSK, SNY and ABT are better bets. GSK looks near term weak too but their pipeline a few years out looks promising. They also reorganized their R&D a few years ago and broke it up in smaller units that are easier to manage. While the jury on this is still out, I like the idea because the large R&D organizations don't seem to show much productivity at all (just look at how little PFE accomplished with all their R&D funding in the last 10 years).
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