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

To: zeta1961 who wrote (21351)	9/19/2006 3:26:00 PM
From: Ian@SI	Read Replies (1) \| Respond to of 52153

Peter gave the answer a couple posts after Mike's. All you do is sit on a train with the head of R&D for the company and review his strategy presentation with him. ;-)

To: zeta1961 who wrote (21351)	9/19/2006 4:17:08 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 52153

It might be too simple, but it seems as though a good Pharma strategy is to get them when they're down and collect a dividend while they recover. So you own Merck and Pfizer--not Novartis and GSK. All I know is the second most successful investor in my office has owned MO a long time, and that buying dips and collecting the fat dividend has paid off really well--over long periods of time. Otherwise, I haven't given it much thought. You do stumble on Novartis a lot when you look at smallish biotech companies, that's for sure.