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

To: Anthony Wong who wrote (1109)	12/10/1998 6:35:00 PM
From: Ibexx	Read Replies (1) \| Respond to of 1580

Thread, Among first-tier pharmas, MRK's pipe line is less robust than most. Everyone in the industry knows it, yet WS still hyped up the stock to the nosebleed territory. I never put a penny in this stock--for exactly the same reason that many investors just found out. Ibexx

To: Anthony Wong who wrote (1109)	12/10/1998 7:23:00 PM
From: Epicenter	Read Replies (1) \| Respond to of 1580

Anthony: I agree. What doesn't make sense to me is that MRK is a very research-oriented company and I can't think of a stronger R and D head than Ed Scolnick (he has manufacturing too). Other than Richard Sykes at Glaxo, this is as influential a position a first-rate researcher can get too. Do you or anyone else have any "feel" for the Merck research productivity (compared to PFE for example) other than based on corporate press releases and what's obviously in the clinical pipeline? The one major difference I have noticed is that MRK has fewer stategic alliances with biotechs than just about everybody else amongst the large pharma (this maybe a red herring though). Epicenter