Market Gems:Stocks w/Strong Earnings and High Tech. Rank Message Board

STOCKTALK

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 : Market Gems:Stocks w/Strong Earnings and High Tech. Rank

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jerry Olson who wrote (6849)	3/31/1998 4:03:00 PM
From: Crossy	Read Replies (1) of 120523

O.J., good that You held onto Your drug stocks: this is a major area of growth, especially AHP & PFE are well positioned. The pipeline is full of goodies to be released. Now that FDA procedures were tightened and streamlined innovative drug companies can get revenues much faster - this also strengthens their earnings, because they should enjoy patent prortection a longer range in time. Also there's a structural change in treatment & drug research. Nowadays biotechnology let's You do rational drug design, almost like on a sketchboard You direct Your research efforts "concentrated" instead of doing random walks on substances. Much more effictient. What is more drugs nowadays are a replacment for many surgery procedures. Some of the affected profession may not like this but general this is conceived as a less risky approach. Especially those drugs (Zantac, Losec p.e.) were priced quite high, another opportunity how the structural changes in today's medical world foster the permanent growth of those drug stocks. My personal take on PFE & AHP are 50% midterm (12-24 months). regards CROSSY

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next