To: BigKNY3 who wrote (5902 ) 10/11/1998 12:25:00 AM From: BigKNY3 Read Replies (3) | Respond to of 9523
Big Pharma Report: October 10, 1998 Have PFun! BigKNY3 _________________________________________ Big Pharma Review - Big Pharma declined 3.0% as compared to declines for the S&P (-1.9%) and the Nastie (-7.6%). In a bit of an oddity, the Dow increased 1.5%. Moreover, the only Pharma to gain for the week was the MRK (+1.8%) ...a member of the Dow 30. -PFE had another stormy week (-6.2%) but seemed to be bouncing back strong on Friday prior to earnings week. For further details see "News You Can Use". YTD #1 WLA was this week's laggard (-7.0%)....an indication of heavy profit-taking in the sector. -YTD, Big Pharma (+21.9%) remains solid as compared to declines in the Dow (-0.1%) and the Nastie (-5.0%) and the flat S&P (+1.4%). - In the YTD race, WLA remains #1 (+63.4%), followed by SGP (+52.4%), and surprising PNU (+33.1%). PFE (+24.7%) has dropped to 7th place just ahead of MRK (+22.7%). SBH (-2.7%) is riding caboose. _________________________________________________________ News You Can Use US Drug Group seen boasting double-digit Q3 growthbiz.yahoo.com PFE Earnings Outlook and Viagra Rxs for 10/02/98news.com Med Ad News has selected PFE as Company of the Year. In the October 26, 1998 issue of Fortune, PFE has been selected as thew world's most admired pharmaceutical company and #8 most admired company among all world companies. PFE Comparative Charts This Weeks' PFE Price Action versus the Dow. Note the similarity of the trends! Amazing!!!quicken.com PFE versus the Dow since the NDA submission for Viagra.quicken.com Analysts' Roll-Call Bear Stearns 10/06/98 PFE Report (PFE@89 3/8) "We expect strong top-line growth of 18-20%...Viagra sales could be $125-150 million this quarter....We believe PFE faces a brighter outlook in 4Q98 and in 1999. Viagra sales should benefit from the European launches in 4Q98 and an Advisory Committee Meeting on Celebra possibly in December." JP Morgan 10/06/98 PFE Report (PFE@89 3/8) "With 20% EPS growth likely over the next five years, with event flow likely to meaningfully improve from here, and with the stock trading at just a 20% premium to the peer group (last seen in the summer of '97, before Viagra was even filed with the FDA- we view this as a great buying opportunity." Deutsche Bank 10/06/98 PFE Report (PFE@89 3/8) "We woould use the recent weakness as an excellent buying opportunity for the stock, particularly in view of: 1)the upcoming R&D meeting on November 6th 2) the Viagra launch in Europe in 4Q and 3) the launch of Celebra in early 1999. - Broker Ratings Summary quicken.com -Norby Broker Reportsnordby.com PFE Upgrades and Downgradesbiz.yahoo.com Market Environment Links -Briefing.com Market Updatesbriefing.com -Briefing.com Market Environmentbriefing.com -The Federal Reserve Beige Bookbog.frb.fed.us Investment Advice 8 easy ways to lose your shirt in stocksusatoday.com IBD: 26 Weeks to Investingibd.infostreet.com PFE News Links Yahoo Link quote.yahoo.com Motley Fool Link quote.fool.com ED News Links Yahoo Link quote.yahoo.com Motley Fool Link quote.fool.com Yahoo Viagra Link headlines.yahoo.com