Big Pharma Scoreboard: 12/28/98
- The Big Pharma YTD Index (+45.3%) reached its all-time high on Thursday and continues to beat the born again Dow (+16.6%) and S&P (+26.3%). The NASTie (+37.8%) is making a strong Internet/tech charge at year end. It's been a dartboard year for Big Pharma. Every one of the "Healthy 13" have gains over 20%. In a late rush, AMGN (+86.6%) has taken the Big Pharma lead on the basis of their lawsuit win over last place (and MF DRIP favorite) JNJ (+20.5%). SGP (+76.9%) and fading WLA (+72.1%) are still battling for place and show. PFE (+60.1%) needs a dose of Celebrex next week to break into the top 3...Probability of a Celebrex FDA approval before the end of the year is 80%.
-For the week, Big Pharma (+3.7%) paced the Dow (+3.5%). AMGN (+14.6%) showed the power of billion dollar product potential.
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-For December, the SEC will have fun sorting out AMGN (+34.2%) insider trading before the release of the lawsuit news. PFE (+6.6%) is strong and steady.
Big Pharma Scoreboard 12/23/98
YTD..............Price....... % Chg.......% Chg......% Chg
Rank..........12/23/98......Week.........Dec.......YTD 1998
1....Amgen..101.00........14.6%.........34.2%.....86.6%
2....Scher.....54.94..........5.3%..........2.9%.....76.9%
3....Warner...71.25.........-3.1%.........-6.1%.....72.1%
4....Pfizer....119.38.........2.9%..........6.6%.....60.1%
5....Pharma ..54.63.........2.9%..........4.8%.....49.1%
6....Abbott....47.88.........1.7%..........-0.3%....46.2%
7....Glaxo.....67.88.........3.8%..........6.9%.....41.8%
8... Merck...148.81........3.0%..........-4.1%....40.4%
9....Amer.....53.50..........5.5%..........0.2%....39.9%
10..Bristol..127.88.........5.8%.......... 4.5%.....35.1%
11..Smith....69.50..........7.3%..........14.1%....35.1%
12..Lilly ......85.25..........-2.4%......... -4.9%....22.4%
13..J&J.......79.38......... -0.2%......... -2.3%....20.5%
Big Pharma..83.17.........3.7%..........3.7%.....45.3%
......Dow......9,218......... 3.5%.......... 1.1%.....16.6%
...S&P 500..1,226..........3.2%......... 5.3%.....26.3%
...NASDAQ.2,163..........3.7%..........10.9%....37.8%
News/chart/quote links to Big Pharma and ED stocks:
Market environment from Briefing.com briefing.com
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus the Dow quicken.com
One year comparison of PFE, MRK, WLA and the Dow quicken.com
A great PFE Stat Website dailystocks.com
Labpuppy.com Drug Stock Commentary (scroll down after opening) labpuppy.com
Free Merrill Lynch Research Reports Weekly reports highlight Trovan, Lipitor and Viagra preceription action
askmerrill.com
Big Pharma
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
ED Stocks
Yahoo Link
quote.yahoo.com
Motley Fool Link
quote.fool.com
Have A PFun Weekend!
BigKNY3
_____________________________________________
PFEr Portfolio Challenge
A ranking of 36 Big Pharma portfolios selected by PFErs and Pharmers on the AOL Motley Fool PFE Board in January 1998:
- In the 51st week, we have a new leader "contrarian" Yiminy1(+63.8%) led by the AMGN rocket (portfolio: 40% AMGN, 40% PNU, 10% PFE, 10%BMY)
-In second place jumping an amazing 13 places is Jlke(+62.2%) (portfolio: 50% AMGN, 25% SBH, 25% MRK)
--"The 100% PFErs" (+60.1%) held on to third place.(portfolio: 100% PFE).
-The once amazing RPH75(+59.1%) has dropped to 5th (portfolio: 30% PFE, 30% WLA, 20% SGP and 20% LLY).
-My favorite entry reached the highest rank of the year- BigKNY3 (+58.2%) is now in 6th place (portfolio: 60% PFE, 10% WLA, 10% MRK, 10% LLY, & 10% AMGN).
-The Consensus Portfolio is up a strong 47.4%.... (portfolio: 31% PFE, 17% MRK, 8% LLY, 7% GLX, 6% WLA, 6% Cash, 4% AMGN, and 21% various other Pharmas- none greater than 3% of total)
12/18 . Current . .
Curr Prev Chg #1 % of Value % Chg .
RK RK Rk Entry Holding Total 12/24/98 YTD 98 Comments
1 9 -8 Yiminy1PNU/AMGN 40% $16,382 63.8% 10% PFE/BMY
2 15 -13 Jlke100905 AMGN 50% $16,218 62.2% Vacc 25% MRK/SBH
3 3 0 Hilm2 PFE 100% $16,010 60.1% Viagra
3 3 0 REXTRUT PFE 100% $16,010 60.1% Cadillac of group
5 1 4 RPH75 WLA/PFE 30% $15,953 59.5% 20%:SGP/LLY
6 7 -1 BigKNY3 PFE 60% $15,822 58.2% 10%:MRK,LLY,WLA,AMGN
7 2 5 WillDav PFE 34% $15,802 58.0% 33%: WLA/GLX
8 6 2 LSarmie26 PFE 40% $15,745 57.4% 20%:MRK,WLA
9 11 -2 Sinbadnez MRK 50% $15,687 56.9% 25%:PFE/AMGN
10 5 5 VandanaJ PFE 50% $15,659 56.6% 30%:MRK,20% WLA
11 8 3 Haod3 PFE/MRK 40% $15,462 54.6% Lipitor, 20% WLA
12 10 2 NELoe PFE 60% $15,415 54.1% 15%:MRK,LLY
13 12 1 Celtic422 PFE 40% $15,296 53.0% 30%:MRK,splits
14 13 1 Jwasiko PNU 80% $15,134 51.3% 20% pFE
15 14 1 RapidtestSBH/WLA 25% $15,010 50.1% 25%:MRK,15%:PFE
16 18 -2 Northon MRK 60% $14,827 48.3% 40% PFE, Nuff said
17 16 1 LUNATICWLA/SBH 25% $14,744 47.4% 25% SBH,LLY,PFE
18 21 -3 Consensus PFE 31% $14,736 47.4% PFE/MRK/LLY:56%
19 17 2 McMenus PFE 50% $14,723 47.2% 20%:LLY &MRK
20 23 -3 Tgood MRK/GLX 35% $14,679 46.8% 30% PFE
21 19 2 Alottery PFE 50% $14,666 46.7% New drugs, Prozac
22 20 2 Malterport PFE 55% $14,655 46.5% Viagra/Propecia
23 22 1 AKASONNYPFE 75% $14,630 46.3% 25% cash
24 24 0 ATCBN PFE 40% $14,622 46.2% Aging population
25 26 -1 PrvateplezPNU/MRK40% $14,534 45.3% Dogs of Big Pharma
26 27 -1 BRYKE PFE 40% $14,453 44.5% Evista, new products
27 28 -1 Gman332 PNU 40% $14,427 44.3% 20%:GLX,SBH,ABT
28 29 -1 Bagassosis GLX 80% $14,150 41.5% AIDS,20% MRK
29 25 4 Jbaker MRK 30% $14,114 41.1% 20%; LLY,J&J
30 31 -1 MERCKGALAHP 99% $13,987 39.9% 1% MRK
31 30 1 DrugRep99 GLX 50% $13,830 38.3% 25%: JNJ, PNU
32 32 0 Dbrown BMY/MRK 25% $13,513 35.1% Split w/PFE/cash
33 33 0 GBilbee LLY 100% $12,244 22.4% Retiring on LLY
34 34 0 Bradpalm PFE 30% $11,035 10.4% 30% short SGP
35 35 0 PDX31M Cash 100% $10,489 4.9% 100% Cash
36 36 0 Abigsoxfan Cash 50% $8,501 -15.0% Short 10% MRK&SGP
Big Pharma 83.17 45.3%
Dow Jones 9,218 16.6%
S&P 500 1,226 26.3%
NASDAQ 2,163 37.8%
% Beating Dow 33 92%
#1 % of
Short Total Comment
Abigsoxfan SGP 20% Bear market
Abigsoxfan MRK 20% Bear market
Bradpalm1 SGP 30% One-trick, Zonagen
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