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Biotech / Medical : Biotech Valuation -- Ignore unavailable to you. Want to Upgrade?

To: bio_kruncher who wrote (21334)9/18/2006 8:37:02 PM
From: Biomaven  Read Replies (1) | Respond to of 52153
 
FWIW, NVS is the only pharma I own. Bought it about a year or so ago in the mid 40's, but in no great size.

They are certainly spreading their money around by partnering vigorously, some might even say recklessly.

I sat next to their US director of R&D on a train ride between NYC and Boston a year or two back - he had a bunch of charts he showed me for an internal presentation he was preparing. The charts showed how much more productive NVS had been compared with other big pharma in terms of number of succesful NDA's over the last several years.

Peter



To: bio_kruncher who wrote (21334)9/19/2006 3:16:10 PM
From: zeta1961  Respond to of 52153
 
Thanks BioKruncher..This contestant(mois)has both DNA and AMGN in the charity..what was I thinking!?

Their generics business(esp. since they're venturing in bio-equivalents) is what I find attractive for long term..1.6% dividend is pretty chincy though

Edit: DNA no longer in the live 'folio

Thanks again..it's nice to see that you're still in the neighborhood

Elisabeth


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