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Biotech / Medical : Pharma News Only (pfe,mrk,wla, sgp, ahp, bmy, lly) -- Ignore unavailable to you. Want to Upgrade?

To: Henry Niman who wrote (687)	8/25/1998 3:11:00 PM
From: celeryroot.com	Read Replies (1) \| Respond to of 1722

Henry, go take a look at Nlab. Looks a bit slimey to me.

To: Henry Niman who wrote (687)	8/26/1998 2:49:00 PM
From: Mike McFarland	Read Replies (1) \| Respond to of 1722

Thread: CNBC had an article today on teevee I may not have all the quotes word for word, or the spelling for that matter, but here are the notes I took: Carl Seiden-- J.P. Morgan David Saks-- Gruntal, said this sector outlook is "best it's ever been" likes Pfizer, Warner Lambert--for growth J&J, Merck, Bristol Meyers--for value, Carl agreed on those three as good ones to own for their growth, didn't catch what he deemed the value plays The phone calls: re Eli Lily: David said--Prozac under pressure from competitors solid company, not among the cheapest or fastest growth re Bristol Meyers Squibb, --Carl likes it, dependable 14% grower, "given that it is at 15% discount to the group...a good one to hold for a couple of years" Just pick one to own? Carl likes Pfizer, David agreed, pointed out next years Celebra--and followed it with Warner. Also mentioned the middlecap in the group as they have been underappreciated. That was about as much as I could get down-- I usually don't pay any attention to these guys, but the big drug companies have done so well lately, and my biotechs have been pummelled so badly lately, I thought, what the heck, I'll take a few notes and use it as an excuse to ask the thread: When are these guys going to start buying out some of the small cap biotech companies?! With their stocks so high, and the biotechs down so badly, you would think this would be a good time to do that. eom