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

To: Bob Rudd who wrote (19791)	10/7/2004 7:13:19 PM
From: Madharry	Respond to of 78618

i think pfe is looking pretty good at these levels. there were two analysts on cnbc this afternoon and they both like pfe. one of them said that there are a least 4000 people that have been taking celebrex for several years so that there is at least an anecdotal history there and no ill effects are no. also the way the medications are processed in the body is different too. since i am pretty underwater with my call options on pfizer now i will probably wait and see if goes down much farther i will probably be a buyer of the stock itself, or i will buy it after my calls expire.

To: Bob Rudd who wrote (19791)	10/8/2004 12:03:31 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78618

re MRK, anybody who is interested in MRK as an investment should take a look at how the WYE "Fen Phen" litigation is working out. The liabilities for WYE are about 15B$ and still seem to be piling up 5 years after the product recall. I think it's reasonable to estimate MRK's litigation at north of 10B$ and if you add to this the lost income strea from Vioxx, the recent haricut for the stock is not that irrational any more. FWIW, I like WYE at current levels much more than MRK's P/S is about the same, WYE has already payed/reserved for good deal of it's litigation and it's pipeline is much better. MRK is not a buy at current levels, IMO.