The Thread Formerly Known as No Rest For The Wicked Message Board

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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked

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To: Canuck Dave who wrote (5080)	1/4/1999 6:53:00 PM
From: Dave	Read Replies (2) of 90042

Canuck Dave, I worked for JNJ for ten years in a variety of positions and mostly follow the big pharma and a few biotechs. I don't know much about Pharmerica, but I have a colleague who helped start Apria Healthcare and knows this part of the industry. I'll see what I can find out. Chart doesn't look too special and 1998 insider trades seem to be mostly sales. In terms of big pharmas, PFE, LLY, and WLA look like they have great pipelines and would fit well into any long term portfolio. I don't find that they trade very well. JNJ is struggling a bit right now and while I'm not hot on MRK, they always seem to pull the rabbit out of the hat. FWIW, Dave

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