The Big Pharma Report: 3/27/99
Have a Happy Birthday, Viagra!
BigKNY3
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Big Pharma Scoreboard 3/27/99
-Big profit-taking week for the Pharma Leaders
-Last Friday's Rezulin FDA Advisory Panel held back the Big Pharmas. Expect a rebound on Monday.
-PNU (+9.8%) jumped on analysts' upgrades
. Price % Chg % Chg % Chg
Rank . 03/26/99 Week March YTD 1999
1 Amgen 74.63 -3.8% 19.5% 42.7%
2 Amer 66.69 1.3% 12.1% 18.3%
3 Pharma 61.81 9.8% 13.4% 9.2%
4 Merck 80.38 -6.5% -1.4% 9.0%
5 J&J 91.31 1.2% 7.0% 8.9%
6 Pfizer 135.00 -4.1% 2.3% 8.0%
7 Scher 55.69 -4.6% 0.0% 0.8%
8 Smith 66.63 -0.3% -6.3% -4.1%
9 Abbott 46.81 -2.5% 1.1% -4.5%
10 Lilly 84.44 -3.4% -10.6% -5.0%
11 Warner 67.69 -4.2% -1.6% -10.0%
12 Glaxo 61.81 0.9% -3.5% -11.1%
13 Bristol 59.50 -1.8% -5.5% -11.1%
Big Pharma 73.26 -1.8% 1.5% 3.3%
Dow 9,822 -0.8% 5.5% 7.0%
S&P 500 1,283 -1.2% 3.6% 4.4%
NASDAQ 2,419 -0.1% 5.7% 10.3%
News/chart/quote links to Big Pharma and ED stocks:
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus the Dow quicken.com
A great PFE Stat Website dailystocks.com
Labpuppy.com Drug Stock Commentary (scroll down after opening) labpuppy.com
A New Investment Website Worth A Try
bridge.com
Big Pharma
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
ED Stocks
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
The 1999 Pharma Portfolio Challenge:
Motley Fool /SI Challenge Highlights
-Ron Flanagan (+19.7) remains #1 with an equal trifecta of PFE/MRK/AMGN (Portfolio: 33% PFE/MRK/AMGN, 1% Cash).
-The 1998 PFEr of the Year Sinbadnaz (+17.2%) drops to #3 (Portfolio: 50% MRK; 25% PFE/AMGN)
-The top 8 places have AMGN in their portfolios.
-The five 100% PFErs (+8.0%) dropped 1 to 19th place (Portfolio: 100% PFE)
-Supporting the principles behind the Peabody Model: PEABODY PURCHASE (+4.2%) is beating PFE DRIP (+1.7%). Both portfolios are weighed down due to their large cash accounts in the growing Big Pharma market.
-The PEABODY PEAK SHORT (+0.0%) added $833 of PFE short@144.50. on 3/23/99. Portfolio: 75% cash; 25% short PFE @ 3 1999 confirmed Peabody Peaks.
-SHORT COX II (-8.5%) remains the cellar dweller (Portfolio: 50% short PFE; 50% short MRK)
-SHORT PFE (-8.0%) remains in 64th place (Portfolio: 100% short PFE)
-PFE DRIP SHORT (+0.2%) is now slightly in the black (Portfolio: 84% in cash, 16% in shorting PFE at monthly DRIP prices)
Cur Prev Chg. #1 % of Value % Chg
Rk Rk Rk Pharmer Holding Total 03/26/99 YTD 99
1 1 0 Ron Flanagan* PFE/MRK/AMGN 33% $11,972 19.7%
2 8 -6 MERCK GAL AHP 99% $11,820 18.2%
3 2 1 Sinbadnaz MRK 50% $11,718 17.2%
4 3 1 Melizrod PFE 40% $11,703 17.0%
5 6 -1 McMenus PFE 40% $11,702 17.0%
6 5 1 MBTAY PFE 75% $11,668 16.7%
7 4 3 RexLuv AMGN 40% $11,570 15.7%
8 7 1 PRESSmUP SGP 40% $11,554 15.5%
9 9 0 Chewiepop AMGN 25% $11,192 11.9%
10 10 0 L33England PFE 60% $11,135 11.4%
11 11 0 LUNATICFRN PFE 50% $11,082 10.8%
12 13 -1 A1raraavis PFE 60% $10,932 9.3%
13 23 -10 Rapidtest PFE 40% $10,924 9.2%
14 15 -1 LSarmie26 PFE 40% $10,883 8.8%
15 12 3 Kathya3333 MRK 75% $10,874 8.7%
16 14 2 GDJNS PFE/MRK 50% $10,849 8.5%
17 16 1 Prvateplez PFE 60% $10,839 8.4%
18 17 1 VandanaJ PFE 50% $10,808 8.1%
19 18 1 AKASONNY PFE 100% $10,800 8.0%
19 18 1 BEN INC11 PFE 100% $10,800 8.0%
19 18 1 ChunkyD1 PFE 100% $10,800 8.0%
19 18 1 Cisco 320 PFE 100% $10,800 8.0%
19 18 1 JHSudduth PFE 100% $10,800 8.0%
24 33 -9 Alpine26 PFE 25% $10,776 7.8%
25 30 -5 Phulish123 AHP 40% $10,702 7.0%
26 24 2 Malterpoint PFE 66% $10,693 6.9%
27 25 2 Celtic422 PFE 50% $10,644 6.4%
28 37 -9 Bagassosis AHP/GLX 25% $10,605 6.1%
29 26 3 Nogriefplz PFE 80% $10,551 5.5%
30 29 1 ATCBN PFE 60% $10,512 5.1%
31 27 4 Haod3 PFE/MRK 40% $10,480 4.8%
32 32 0 BigKNY3 PFE 60% $10,449 4.5%
33 35 -2 MB* PFE/SGP 50% $10,440 4.4%
34 36 -2 FOOLW2B PFE 50% $10,440 4.4%
35 34 1 JCJGRUSSO PFE 70% $10,422 4.2%
36 54 -18 PEABODY PURCHASE** Cash 77% $10,419 4.2%
37 50 -13 Gman332 SBH 60% $10,392 3.9%
38 55 -17 JWasiko215 PFE 50% $10,352 3.5%
39 41 -2 Northon PFE 50% $10,348 3.5%
40 38 2 Uclaborn PFE 50% $10,332 3.3%
41 46 -5 BIG PHARMA** Big Pharma 100% $10,328 3.3%
42 31 11 Nat Nithi* PFE 50% $10,324 3.2%
43 40 3 Ael002 PFE 75% $10,323 3.2%
44 48 -4 GaryD711 ABT 40% $10,323 3.2%
45 45 0 LostBoy337 PFE/WLA 40% $10,287 2.9%
46 44 2 Neloe PFE 50% $10,224 2.2%
47 42 5 Doctor Di PFE 55% $10,219 2.2%
48 43 5 DBrown1041 PFE 40% $10,219 2.2%
49 60 -11 PFE DRIP** Cash 82% $10,171 1.7%
50 47 3 RCasper568 PFE 50% $10,170 1.7%
51 28 23 IURAVEN PFE/LLY 50% $10,150 1.5%
52 49 3 Robo11445 PFE 50% $10,117 1.2%
53 61 -8 CASH** Cash 100% $10,116 1.2%
54 39 15 James Baker* PFE/LLY 30% $10,070 0.7%
55 51 4 blowbill PFE 40% $10,045 0.4%
56 51 5 Gamblerd PFE 40% $10,045 0.4%
57 63 -6 PFE DRIP SHORT**Cash 84% $10,023 0.2%
58 62 -4 PEABODY PEAK SHORT** Cash 75% $10,094 0.0%
59 57 2 RPH75 PFE/WLA 30% $9,998 0.0%
60 53 7 Pridman PFE 35% $9,994 -0.1%
61 56 5 Jlke100905 SGP 34% $9,962 -0.4%
62 59 3 ROGPOW BMY 40% $9,934 -0.7%
63 58 5 PUNKIN611 WLA 40% $9,778 -2.2%
64 64 0 SHORT PFE** PFE 100%S $9,200 -8.0%
65 65 0 SHORT COX II** PFE/MRK 50%S $9,151 -8.5%
* submitted via Silicon Investor PFEr Board
For 1999, the following 8 composite portfolios** have been created for comparative purposes:
-BIG PHARMA**- Portfolio is indexed versus the Big Pharma growth rate
-CASH**- Portfolio is 100% in cash with a fixed 5% annual return
-PEABODY PURCHASE**- Portfolio was originally 100% in cash with $833 purchases of PFE at Peabody Pending Valleys as called by Mr. P
-PFE DRIP**- Portfolio is 100% in cash with a $833 monthly DRIP for PFE
-PFE DRIP SHORT**- Portfolio is 100% in cash with a $833 monthly DRIP for shorting PFE
-SHORT COX II**- Portfolio is 50% short PFE and 50% short MRK
-SHORT PFE**- Portfolio is 100% short PFE.
PEABODY PEAK SHORT**- Portfolio was originally 100% in cash with $833 short purchases of PFE at confirmed Peabody Peaks.
Click here for a breakdown of the holdings of the 64 Challenge portfolios
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