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

To: Anthony Wong who wrote (6631)	1/5/1999 10:57:00 PM
From: BigKNY3	Read Replies (2) \| Respond to of 9523

32 entries and growing! Looking for some shorts!!! Here is a current summary of the Challenges's favorite stocks: % of Portfolios Holding Pfizer 97% Warner 34% Merck 31% Scher 22% Amgen 19% Lilly 16% Amer 19% J&J 13% Bristol 9% Abbott 6% Smith 3% Glaxo 3% Pharma 3% Have PFun! BigKNY3 __________________________________________ 1999 Entries . #1 % of Pharmer Holding Total Other Holdings/Comments 1 AKASONNY PFE 100% 2 Alpine26 PFE 25% 25%:AHP/SBH/JNJ 3 ATCBN PFE 60% 40%:SGP Celebrex and gushing pipeline 4 Bagassosis AHP/GLX 25% 25%: PFE/MRK Pipelines 5 BEN INC11 PFE 100% 6 Chewiepop AMGN 25% 15%:PFE/LLY/JNJ,10%: WLA/ABT Possible buyout 7 ChunkyD1 PFE 100% Rich pipeline, great marketing 8 Cisco 320 PFE 100% Retiring on PFE 9 DBrown1041 PFE 40% 30%: BMY/MRK All 3 will split in '99 10 Doctor Di PFE 55% 33%: WLA, 12% MRK 11 FOOLW2B PFE 50% 50%: SGP Best pipeline/Balance sheet 12 GDJNS PFE/MRK 50% 13 Haod3 PFE/MRK 40% 20%:WLA Great companies 14 IURAVEN PFE/LLY 50% Best combo 15 Jlke100905 SGP 34% 33%: PFE/WLA 16 JWasiko215 PFE 50% 25%:PNU/BMY PNU's CEO, BMY to divest 17 Kathya3333 MRK 75% 25%: PFE 18 L33England PFE 60% 20%: AMGN/WLA 19 LostBoy337 WLA/PFE 40% 20%:AHP Lipitor & Rezulin 20 LSarmie26 PFE 40% 30%:WLA,20%:AMGN,10%:SGP 21 LUNATICFRN PFE 50% 25%:AHP/MRK Celebrex/Vioxx 22 MBTAY PFE 75% 25%:AMGN Pipeline/Biotech leader 23 McMenus PFE 40% 25%: AMGN/MRK, 10%:JNJ Celebrex/Viagra 24 Nat Nithi PFE 50% 30%:SGP,LLY 20% 25 Nogriefplz PFE 80% 20%: ABT World sales of V 26 Northon PFE 50% 25%:GLX/ MRK 27 Phulish123 AHP 40% 30%:MRK/WLA Merger is imminent 28 RexLuv AMGN 40% 20%: LLY/PFE/WLA Biotech= hugh profits 29 Robo11445 PFE 50% 30%:WLA, 20%:SGP Great pipeline 30 ROGPOW BMY 40% 20%: JNJ/PFE,10%: LLY/MRK Winning combo 31 Uclaborn PFE 50% 40%: SGP. 10%:WLA Claritin 32 VandanaJ PFE 50% 20%: MRK/WLA _______________________________________________________________ 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.

To: Anthony Wong who wrote (6631)	1/5/1999 11:57:00 PM
From: Ibnbatutaa	Respond to of 9523

Thanks for the post. The "pudding" is in the marketing: expect initial use mainly by the specialists, once the safety issues c/w existing non-steroidals are resolved expect more widespread primary physician use. Happens with all the "block busters". Provided there isn't a major side-effect or PR disaster the 1st and 2nd released drugs in a group take the cream and usually maintain market share in the long-term. Searle will cannabalize sales of Cytotec and Arthrotec; Pfizer does not have to worry about this. Stay long on PFE! Ulcer free 1999 to all! Ibnbatutaa