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Biotech / Medical : PFE (Pfizer) How high will it go? -- Ignore unavailable to you. Want to Upgrade?

To: Ibexx who wrote (6612)	1/3/1999 8:49:00 PM
From: BigKNY3	Read Replies (1) \| Respond to of 9523

Here are the first 10 entries for the 1999 Pharma Portfolio Challenge. BigKNY3 . #1 % of Pharmer Holding Total Other Holdings/Comments 1 AKASONNY PFE 100% 2 ATCBN PFE 60% 40%:SGP Celebrex and gushing pipeline 3 GDJNS PFE/MRK 50% 4 Robo11445 PFE 50% 30%:WLA, 20%:SGP Great pipeline 5 Northon PFE 50% 25%:GLX/ MRK 6 JWasiko215 PFE 50% 25%:PNU/BMY PNU's CEO, BMY to divest 7 VandanaJ PFE 50% 20%: MRK/WLA 8 LSarmie26 PFE 40% 30%:WLA,20%:AMGN,10%:SGP 9 Phulish123 AHP 40% 30%:MRK/WLA Merger is imminent 10 Alpine26 PFE 25% 25%:AHP/SBH/JNJ _______________________________________________________________ Announcing the 1999 Pharmer Portfolio Challenge All PFErs, Pharmers, bulls, bears, longs, shorts and lurkers are welcome to participate. Last year, the first Portfolio Challenge with 35 entrants provided real insight into various Big Pharma investing strategies. Da Challenge: On January 2, 1999, you receive a mythical $10,000 to invest only in the 13 stocks listed in the Big Pharma Report (see list below). Using percentages, allocate these monies in cash and long positions and short positions in the 13 Big Pharma stocks. Your percentage must add up to 100%. You have until 11:59 pm on Sunday, January 10, 1999 to submit your portfolio to your mythical broker- Mr. Peabody- on the Pfizer Board on either AOL's Motley Fool or Silicon Investor. Your portfolio will be evaluated based on purchase prices using the closes on December 31, 1998 and selling prices based on the closes on December 31, 1999. Please also provide a sentence or two explaining your Big Pharma investing strategy for 1999. . % of Long/ Pharma Ticker Total Short Cash Abbott ABT Amer AHP Amgen AMGN Bristol BMY Glaxo GLX J&J JNJ Lilly LLY Merck MRK Pfizer PFE Pharma PNU Smith SBH Scher SGP Warner WLA . 100% Explanation of 1999 Big Pharma Strategy: ________________________________________________ Example: In this portfolio, 25% is allocated to cash, 50% to SBH (long), and 25% to SGP (short). . . % of Long/ Pharma Ticker Total Short Cash 25% Abbott ABT Amer AHP Amgen AMGN Bristol BMY Glaxo GLX J&J JNJ Lilly LLY Merck MRK Pfizer PFE Pharma PNU Smith SBH 50% Long Scher SGP 25% Short Warner WLA . 100% Explanation of 1999 Big Pharma Strategy: SBH ready to take off, SGP to decline due to concerns related to Claritin patent.