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

To: Bob Rudd who wrote (14252)4/4/2002 4:54:03 PM
From: Jurgis Bekepuris  Respond to of 78744
 
Bob,

Considering what you say, buying big pharmas
may be too early. Couple more shoes may drop.

BTW, specialty chemical and generic drug companies
have ROEs in 10-20% range, so assuming no big
blockbusters, we can expect pharmas to be somewhere in
15-25, maybe up to 30% ROE range...

Jurgis - very rough estimates



To: Bob Rudd who wrote (14252)4/9/2002 11:57:32 AM
From: TimF  Respond to of 78744
 
and the FDA's focused on safety so replacements are slow in coming

An example of that -

story.news.yahoo.com


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