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.
Biotech / Medical : PFE (Pfizer) How high will it go?
PFE 25.04+2.6%Nov 21 3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Gene Weisskopf who wrote (104)3/3/1997 6:49:00 PM
From: John Wasikowski   of 9523
 
Just a few random thoughts on different PFE issues:

1. PFE merger possibilities: highly unlikely now. PFE is too richly valued to be purchased or merged.
2. PFE's management definitely wants to "go it alone." No real interest in merging; after all, they've got the goods coming up.
3. WLA has a strong consumer division with established products. But do not count on PFE/WLA merger; the new drug being co-marketed is WLA's ticket for this year. PFE management would have recognized that a while back and would have made a move before now.
4. I would not bet the farm on any buyout of a smaller medical device manufacturer. PFE would be extremely selective here. They are much in tune with licensing potential new drugs from other companies, less risky and easier to diversify the pipeline.
5. JNJ is not a "pure drug play" and is more "health care supply related" than a PFE or MRK,etc.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext