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Biotech / Medical : VD's Model Portfolio & Discussion Thread -- Ignore unavailable to you. Want to Upgrade?


To: CYBERKEN who wrote (4923)5/16/1998 11:17:00 PM
From: Vector1  Respond to of 9719
 
CYBER,
The Model is intended to be for biotechs so we have stayed away from big pharma. I have reccommended PFE in the past and have a personal investment in it for some time. Way back in 93 when Hillary was waging war on pharma a number of pharmas cut back spending. PFE did not. Indeed they increased spending and are reaping the benefits today. PFE is a world class company that will be a solid long term investment given their deep pipeline, great marketing, savy partnering and long term demographic trends. The multipe is the highest among pharmas so a lot of Viagra's sizzle is already built into the share price. This is a stock you put in the kids trust account and in 15 years it will help pay a big chunk of the tuition bill.
V1