The Big Pharma Report: 1/29/99
Have a PFun Weekend!
BigKNY3
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Big Pharma Scoreboard 1/29/99
-AMGN has jumped to a big YTD lead (+22.2%)
-LLY bounced back 16.7% on Prozac settlement
-PFE (+11.1%) returned to the plus column with early reports of strong Celebrex sales, 3-4-1 and FDA advisory panel approval of Tikosyn
-Big Pharma attained an all-time high (87.34; +1.8%)
. Price % Chg % Chg % Chg
Rank . 01/23/99 Week Jan YTD 1999
1 Amgen 127.81 11.5% 22.2% 22.2%
2 Lilly 93.69 16.7% 5.4% 5.4%
3 Amer 58.69 12.6% 4.1% 4.1%
4 Pfizer 128.63 11.1% 2.9% 2.9%
5 Pharma 57.50 1.0% 1.5% 1.5%
6 J&J 85.13 8.4% 1.5% 1.5%
7 Merck 146.75 5.6% -0.5% -0.5%
8 Scher 54.50 4.4% -1.4% -1.4%
9 Glaxo 67.88 -2.4% -2.3% -2.3%
10 Smith 67.81 -2.8% -2.4% -2.4%
11 Warner 72.38 6.5% -3.7% -3.7%
12 Bristol 128.25 7.9% -4.2% -4.2%
13 Abbott 46.44 4.9% -5.2% -5.2%
Big Pharma 87.34 7.1% 1.8% 1.8%
Dow 9,359 2.6% 1.9% 1.9%
S&P 500 1,280 4.5% 4.1% 4.1%
NASDAQ 2,506 7.1% 14.3% 14.3%
News/chart/quote links to Big Pharma and ED stocks:
Yahoo! PFE News biz.yahoo.com
Five Day Chart of PFE versus 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
The 1999 Pharma Portfolio Challenge: 1/23/99
Challenge Highlights
-Congrats to #1 RexLuv (+9.8%) riding high with a 40% stake in AMGN (Portfolio: AMGN:40%, 20%: LLY/PFE/WLA)
-In second place and leading the SI entries*, Ron Flanagan (+8.1%) has found his pot of gold (Portfolio: 33%: PFE/MRK/AMGN, 1%: Cash)
-The top 6 portfolios include AMGN as one of their stocks
-100% PFErs (+2.9%) moved to 13 from 41.
-Last week's #1 overall portfolio SHORT PFE (-2.9%) dropped to last place (Portfolio: 100% short PFE)
- The PFE DRIP and PFE DRIP SHORT Portfolios made their first monthly $833 purchase at today's PFE DRIP price of $127.56.
Pr Cur Chg. #1 % of Value % Chg
Rk Rk Rk Pharmer Holding Total 01/15/99 YTD 99
1 8 -7 RexLuv AMGN 40% $10,981 9.8%
2 7 -5 Ron Flanagan*PFE/MRK/AMGN 33%$10,813 8.1%
3 14 -11 MBTAY PFE 75% $10,773 7.7%
4 9 -5 PRESSmUP SGP 40% $10,700 7.0%
5 13 -8 McMenus PFE 40% $10,674 6.7%
6 12 -6 Melizrod PFE 40% $10,654 6.5%
7 15 -8 ChewiepopAMGN 25% $10,608 6.1%
8 11 -3 Sinbadnaz MRK 50% $10,603 6.0%
9 16 -7 L33England PFE 60% $10,544 5.4%
10 17 -7 LSarmie26 PFE 40% $10,435 4.3%
11 63 -52 IURAVEN PFE/LLY 50% $10,416 4.2%
12 49 -37 MERCK GAL AHP 99% $10,406 4.1%
13 41 -28 AKASONNY PFE 100% $10,290 2.9%
13 41 -28 BEN INC11 PFE 100% $10,290 2.9%
13 41 -28 ChunkyD1 PFE 100% $10,290 2.9%
13 41 -28 Cisco 320PFE 100% $10,290 2.9%
13 41 -28 JHSudduth PFE 100% $10,290 2.9%
18 23 -5 VandanaJ PFE 50% $10,282 2.8%
19 39 -20 Malterpoint PFE 66% $10,253 2.5%
20 35 -15 LUNATICFRN PFE 50% $10,235 2.3%
21 39 -18 Nat Nithi* PFE 50% $10,213 2.1%
22 18 4 Rapidtest PFE 40% $10,201 2.0%
23 34 -11 A1raraavis PFE 60% $10,200 2.0%
24 20 4 BIG PHARMA** 100% $10,183 1.8%
25 58 -33 James Baker*PFE/LLY30% $10,164 1.6%
26 3 23 DRUG STOCK PNU 100% $10,155 1.5%
27 32 -5 Prvateplez PFE 60% $10,154 1.5%
28 22 6 Alpine26 PFE 25% $10,152 1.5%
29 54 -25 Nogriefplz PFE 80% $10,127 1.3%
30 46 -16 JCJGRUSSO PFE 70% $10,127 1.3%
31 31 0 ATCBN PFE 60% $10,120 1.2%
32 30 2 GDJNS PFE/MRK 50% $10,120 1.2%
33 61 -28 Ael002 PFE 75% $10,114 1.1%
34 21 13 BagassosisAHP/GLX 25% $10,104 1.0%
35 29 6 BigKNY3 PFE 60% $10,103 1.0%
36 28 8 Celtic422 PFE 50% $10,098 1.0%
37 25 12 JWasiko215 PFE 50% $10,080 0.8%
38 26 12 MB* PFE/SGP 50% $10,077 0.8%
38 26 12 FOOLW2B PFE 50% $10,077 0.8%
40 19 21 Northon PFE 50% $10,074 0.7%
41 33 8 Uclaborn PFE 50% $10,053 0.5%
42 60 -18 LostBoy337 PFE/WLA 40% $10,048 0.5%
43 4 38 PFE DRIP**Cash 100% $10,047 0.5%
44 4 39 CASH** Cash 100% $10,040 0.4%
45 52 -8 Phulish123AHP 40% $10,037 0.4%
46 24 21 Kathya3333 MRK 75% $10,034 0.3%
47 4 42 PFE DRIP SHORT**Cash100%$10,033 0.3%
48 55 -7 Doctor Di PFE 55% $10,030 0.3%
48 55 -7 DBrown1041 PFE 40% $10,030 0.3%
50 38 12 Neloe PFE 50% $10,029 0.3%
51 37 14 Haod3 PFE/MRK 40% $10,021 0.2%
52 47 5 RCasper568 PFE 50% $10,018 0.2%
53 36 17 RPH75 PFE/WLA 30% $10,017 0.2%
54 53 1 Robo11445 PFE 50% $10,006 0.1%
55 62 -7 PUNKIN611 WLA 40% $9,998 0.0%
56 10 46 Gman332 SBH 60% $9,993 -0.1%
57 64 -7 ROGPOW BMY 40% $9,971 -0.3%
58 49 9 blowbill PFE 40% $9,963 -0.4%
58 49 9 Gamblerd PFE 40% $9,963 -0.4%
60 57 3 GaryD711 ABT 40% $9,930 -0.7%
61 48 13 Jlke100905 SGP 34% $9,926 -0.7%
62 59 3 Pridman PFE 35% $9,917 -0.8%
63 2 61 SHORT COX II** PFE/MRK 50%S $9,880 -1.2%
64 1 63 SHORT PFE**PFE 100%S $9,710 -2.9%
* submitted via Silicon Investor PFEr Board
For 1999, the following 6 composite portfolios** have been created for comparative purposes:
-BIG PHARMA**- Portfolio is indexed versus the Big Pharma growth rate
-CASH**- Portfolio is 100% in cash with a fixed 5% annual return
-PFE DRIP**- Portfolio is 100% in cash with a $833 monthly DRIP for PFE
-PFE DRIP SHORT**- Portfolio is 100% in cash with a $833 monthly DRIP for shorting PFE
-SHORT COX II**- Portfolio is 50% short PFE and 50% short MRK
-SHORT PFE**- Portfolio is 100% short PFE.
Click here for a breakdown of the holdings of the 64 Challenge portfolios
www3.techstocks.com
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