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To: debby who wrote (24936)	4/27/2001 11:03:32 AM
From: Dale Baker	Read Replies (1) \| Respond to of 118717

I don't follow the pharmas much - I would suggest the Pharma HOLDR, PPH. Best biotech fund is DRBNX.

To: debby who wrote (24936)	4/27/2001 2:21:47 PM
From: Bob Rudd	Read Replies (1) \| Respond to of 118717

I have SGP. Recent problems have driven both earnings and multiple down. They fix the problems and/or get bought within 2 years. I would buy on dips, but not huge.

To: debby who wrote (24936)	4/27/2001 3:53:21 PM
From: Paul Senior	Read Replies (2) \| Respond to of 118717

re: pharmaceuticals. I don't know, but I'd bet it's a pretty good idea that Dale is suggesting, that a package might be the best choice. For individual companies, I've found that as Bob mentioned, buying on dips works (sometimes). If somebody wants to buy now, then the issue for me is: does one buy the best performing company now(in terms of stock performance) or the worst performing? Here's a two year historical comparison of some that I follow (BAX and ABT wouldn't be considered pharmaceuticals by many - but I put 'em in that category anyway. I don't follow SGP, mentioned to you by Bob Rudd) finance.yahoo.com Perhaps the best performing (stock-price wise) companies in general (i.e. including all pharma., not just the ones on my chart) are the ones analysts expect to have the best growth over the next few years and where people expect the good stock price performance to continue. So one might want to buy those companies. For myself, I'd rather take companies that haven't moved up so much, where analysts expect lower sales or earnings or competitive or legal problems. And I'd go for the unexpected improvement. So I'd pick BMY (among the ones I follow). (aside: and I've been wrong many, many times) Debby, from your profile, you're a nurse. Your opinion on a pharma. stock or medical products stock might be as good or better than anybody else's here! What's your fav. in these areas if I might politely inquire? Paul Senior

To: debby who wrote (24936)	4/29/2001 10:23:22 AM
From: lazarre	Read Replies (1) \| Respond to of 118717

debby and others re: pharmas I've found this area even more arcane than, lets say, the comm. I.C. sector but have had some limited success; I usually play ( as I do with most other stocks ) those that have been hammered mercilessly by a news event ( a phase 2 study, e.g. that went sour) or an analyst downgrade and have on watch any of these critters that have franchise(s) and earnings ( lately, AMGN and IMNX , though I'm out of both after last week ). A good thread to follow addressing valuation and some fundamental issues is: Subject 26145 good luck, lazarre