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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Bob Rudd who wrote (14170)	3/24/2002 6:48:27 PM
From: Spekulatius	Read Replies (3) \| Respond to of 78594

MRk's biggest problem will be the Zocor patent expiration. Zocor's revenue is almost 7B$ and its still growing and may reach 10B$ in Y2005, when patents expire. 10B$ anual revenue is the size of a meduium size pharma like SGP. MRK will have to execute flawlessly to make up for this revenue loss. I just cannot see how MRK can grow with historical growth rates, so i think the current low valuation is well justified. From the MRK, BMY, SGP trio, i would by SGP because their patent expiration voes will be behind them in Y2002, one way or the other and they have a potential blockbuster with Zetia coming soon.