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 : T/FIF, a New Plateau -- Ignore unavailable to you. Want to Upgrade?


To: keokalani'nui who wrote (1797)3/6/2003 12:42:31 PM
From: scaram(o)uche  Read Replies (1) | Respond to of 2243
 
The thread is wide open.

It always amazes me that pharmas can find themselves in such a position. It's sorta like Glaxo could have, simply by staying on track and avoiding excess, commanded the free world and Mars. And I find SGP doubly confounding, in that they showed so much insight, years ago, re. biology R&D.

Must be harder than it looks?

Nah.



To: keokalani'nui who wrote (1797)3/6/2003 9:55:11 PM
From: Spekulatius  Respond to of 2243
 
SGP dividend -
I think the fools got it right and SGP will hold its dividend
fool.com
SGP is comfortably in a net cash position and generates free cash flow even after through the business fundamentals have deteriorated. I think they will hold the dividend, the yield of 4.2% is now attractive enough to create a floor for the stock. I assume that a dividend cut would put the stock price under pressure even more, as it is widely regarded as a sign that business will remain miserable for the foreseeable future. I think that SGP is close to becoming and attractive stock based on takeover potential, with Merck being the most likely contender.