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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (117842)	2/27/2009 12:00:04 PM
From: Knighty Tin	Respond to of 132070

I like JNJ a lot. It has drugs, but it also has otc everything, medical devices and great research. Merck just has drugs. I'd buy JNJ and sell two-three years leaps in case the announcement hurts it. Obama's plan may not allow the dopers to use Americans to fund their drugs to more rational health services overseas or to spend 5-10% of revenues to bribe doctors to use unsafe drugs. But it will keep research alive in well. You can make a fortune off new drugs. But you can't put an old drug into extended form or change from pill to gel cap to generate another 7 years of price-gouging patents. The problem with America's dopers is that their research pipelines, in general, suck. Lilly will do well, as they have a great pipeline and Pfizer may revive their former glory days, but the folks with old drugs and nothing new are going to have to fund biotech firms or gear up their own creaky researchers to make the big bucks. BTW, I like Novartis's pipeline a lot, but they are not American. I also like their currency better, though they do have a lot of Bush Peso exposure.