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

To: James who wrote (6646)	1/7/1999 11:10:00 PM
From: BigKNY3	Read Replies (2) \| Respond to of 9523

The 37 entries have already surpassed last year's total. Have PFun! BigKNY3 __________________________________________ 1999 Entries . #1 % of Pharmer Holding Total Other Holdings/Comments AKASONNY PFE 100% 100% PFEr Alpine26 PFE 25% 25%:AHP/SBH/JNJ ATCBN PFE 60% 40%:SGP Celebrex and gushing pipeline Bagassosis AHP/GLX 25% 25%: PFE/MRK Pipelines BEN INC11 PFE 100% 100% PFEr blowbill PFE 40% 30%: SGP/WLA Best pipelines Chewiepop AMGN 25% 15%:PFE/LLY/JNJ,10%:WLA/ABTPossible buyout ChunkyD1 PFE 100% Rich pipeline, great marketing Cisco 320 PFE 100% Retiring on PFE DBrown1041 PFE 40% 30%: BMY/MRK All 3 will split in '99 Doctor Di PFE 55% 33%: WLA, 12% MRK FOOLW2B PFE 50% 50%: SGP Best pipeline/Balance sheet GDJNS PFE/MRK 50% Gman332 SBH 60% 30%:AHP, 10% PNU Merger candidates Haod3 PFE/MRK 40% 20%:WLA Great companies IURAVEN PFE/LLY 50% Best combo James Baker PFE/LLY 30% 20%: MRK/WLA Evista Jlke100905 SGP 34% 33%: PFE/WLA JWasiko215 PFE 50% 25%:PNU/BMY PNU's CEO, BMY to divest Kathya3333 MRK 75% 25%: PFE L33England PFE 60% 20%: AMGN/WLA LostBoy337 WLA/PFE 40% 20%:AHP Lipitor & Rezulin LSarmie26 PFE 40% 30%:WLA,20%:AMGN,10%:SGP LUNATICFRN PFE 50% 25%:AHP/MRK Celebrex/Vioxx MB PFE/SGP 50% Great new products MBTAY PFE 75% 25%:AMGN Pipeline/Biotech leader McMenus PFE 40% 25%: AMGN/MRK, 10%:JNJ Celebrex/Viagra Nat Nithi PFE 50% 30%:SGP,LLY 20% Nogriefplz PFE 80% 20%: ABT World sales of V Northon PFE 50% 25%:GLX/ MRK Phulish123 AHP 40% 30%:MRK/WLA Merger is imminent Rapidtest PFE 40% 20%: AHP/MRK, 10% SBH, 10%Short WLA RexLuv AMGN 40% 20%: LLY/PFE/WLA Biotech= hugh profits Robo11445 PFE 50% 30%:WLA, 20%:SGP Great pipeline ROGPOW BMY 40% 20%: JNJ/PFE,10%: LLY/MRK Winning combo Uclaborn PFE 50% 40%: SGP. 10%:WLA Claritin VandanaJ PFE 50% 20%: MRK/WLA _______________________________________________________________ Announcing the 1999 Pharma 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.