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To: Spekulatius who wrote (18949)	3/23/2004 2:35:00 AM
From: Neil H	Respond to of 78704

Speklulitis You and I are on the same page. I already own PFE and will be buying ABT soon. Also own Myl as a play on generics. I think towards the end of year or early next year SGP will be a good pickup if they can demonstrate they are getting beyond their troubles. WYE is another on my radar. Regards Neil

To: Spekulatius who wrote (18949)	3/23/2004 8:05:02 AM
From: Madharry	Read Replies (1) \| Respond to of 78704

If you like Humira have a glance at CATG which is suing ABT regarding royalty payments in that regard.

To: Spekulatius who wrote (18949)	3/23/2004 11:35:03 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78704

Yes, I follow the drug stocks that've been mentioned here. Among the big pharma I have shares in ABT, PFE, MRK, BMY, NVS, and JNJ. I'll take more ABT if it hits new lows (drops a few more points)on no adverse news. For a while I was interested in chemical companies that have a drug component: I gave up on BAY and recently sold my shares at a loss. I've cut back my position in AKZOY. Of the smaller drug manufacturers, I, like some others here, have ELN, a stock on this thread's FY2004 Double list. This stock has performed very well recently. It's one of those stocks that one might have made huge percentage gains on or taken huge percentage losses on, depending on what year in the past five one bought, and if one sold out or added more at lows. (which I unfortunately, did not) It's my guess that on this thread, it's been the big pharma that's looked at most when folks are considering drug stocks, and so these are the stocks that are posted on most often here. However, imo, the real story and profits (doubles, triples, etc.) have been in the smaller drug stocks that have been brought forth here, but only occasionally - and with little or no follow-up discussion. Particularly noteworthy are the several drug stocks that sold below cash value (albeit with a burn rate). I am not sure, but it seems that every one of these companies moved up substantially in price in the months or so after they were mentioned here. I am still following some of these stocks. I also still have stocks ancillary to the drug business. That would be, for example, LH in drug testing (patient diagnosis), KNDL (contract research), a couple medical insurance companies, some medical device companies, and the medical supply companies which we've discussed here. Paul Senior

To: Spekulatius who wrote (18949)	4/28/2004 5:04:01 PM
From: Paul Senior	Respond to of 78704

OT: Spekulatius, trimming ABT today. These were shares purchased 1/'01. For me, for my expectations for this presumed growth stock, if I don't have a much of a gain after three plus years of holding (I coulda done better, had I sold when prices were higher), I'll sell those shares and move money elsewhere. Stock's been under $40 sometime each year for the past few. I'll consider adding back if shares drop there. OTOH, prospects for ABT business might be good going forward. In '98 through '02, that was reflected in higher (high) stock prices than currently. So I will keep my remaining ABT shares on an expectation that ABT will eventually resume its good performance.

To: Spekulatius who wrote (18949)	8/30/2004 10:13:15 AM
From: Paul Senior	Respond to of 78704

Pharmaceutical adjacent: I've taken an exploratory position today in DRTE, a company whose business is to " develop and deliver knowledge-based, technology-driven solutions that increase the productivity of sales, marketing, and clinical processes for pharmaceutical and other life science clients." Yahoo shows a low beta, but the stock seems to me to have been very volatile compared to the market: finance.yahoo.com The stock's come down from recent highs, and given the company's good revenue growth (albeit helped by an acquisition), at current price (high relative to 2003), the stock still looks good to me - the forward p/e is relatively low; psr too. A GAARP stock, imo.