To: BigKNY3 who wrote (7504 ) 4/24/1999 12:30:00 AM From: BigKNY3 Respond to of 9523
The Big Pharma Report: 4/23/99 Have a PFun Weekend! BigKNY3 ________________________________________________________ Big Pharma Scoreboard 4/23/99 - A wild roller coaster, sector rotating week for Big Pharma .....which still managed a 1.3% gain for the week. -Earnings dominated the headlines with pluses for JNJ (+9.3%) and BMY (+9.3%) and a minus for LLY (-9.8%) -Despite a positive FDA Vioxx Advisory Panel and meeting the 1 Qt EPS Consensus, MRK dropped 2.4% for the week. -After a major early week drop, PFE recovered and was unchanged for the week...except for the buy opportunities. -We have a race for the YTD leader in Big Pharma! JNJ (+21.3%YTD) actually led .....until AMGN (+24.6%YTD) came back on Friday. -Overall, Big Pharma (+1.8%YTD) is trailing the Dow (+16.4%) and the NASTie (+18.1%) -LLY (-16.5% YTD) is singing the Prozac blues in da cellar. . Price % Chg % Chg % Chg Rank . 04/23/99 Week April YTD 1999 1 Amgen 65.13 -2.5% -13.0% 24.6% 2 J&J 101.75 9.3% 8.8% 21.3% 3 Amer 65.25 4.1% 0.0% 15.7% 4 Abbott 52.94 7.9% 13.1% 8.0% 5 Pharma 59.81 1.7% -4.1% 5.6% 6 Merck 75.75 -2.4% -5.5% 2.7% 7 Pfizer 127.00 0.0% -8.4% 1.6% 8 Bristol 67.06 9.3% 4.6% 0.2% 9 Scher 53.69 2.3% -5.8% -2.8% 10 Smith 67.38 1.0% -2.8% -3.1% 11 Warner 67.88 0.7% 2.5% -9.7% 12 Glaxo 60.44 -0.5% -9.7% -13.0% 13 Lilly 74.25 -9.8% -12.6% -16.5% Big Pharma 72.18 1.3% -3.3% 1.8% Dow 10,690 1.9% 9.2% 16.4% S&P 500 1,357 2.9% 5.5% 10.4% NASDAQ 2,590 4.4% 5.2% 18.1% 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 A New Investment Website Worth A Trybridge.com Big Pharma Yahoo Link quote.yahoo.com Motley Fool Link quote.fool.com ED Stocks Yahoo Linkquote.yahoo.com Motley Fool Linkquote.fool.com PFE Split Information Originally posted in January everything below was announced on 4/22/99 by PFE: -On the April 22, 1999 Annual Meeting, PFE shareholders will officially approved an increase in authorized outstanding shares that will permit a 3-1 split. -Following the Annual Meeting, the PFE Board is scheduled to meet and announce the 3-1 split and its effective date....Expected to be following the June 30, 1999 close. The 1999 Pharma Portfolio Challenge: Motley Fool /SI Challenge Highlights -MERCKGAL (+15.6%) moved up to #1 with her play on AHP (Portfolio: AHP 99%, MRK 1%). -McMenus(+9.6) moved up to second place (Portfolio: 40% PFE, 25% AMGN/MRK, 10%:JNJ) -Ron Flanagan (+9.5% ) moved down to #3 (Portfolio: 33% PFE/MRK/AMGN, 1% Cash). -GaryD711 (9.1%) jumped 14 places to 4th place (Portfolio: 40% ABT, 35% PFE, 25% JNJ) -The five 100% PFErs (+1.6%) dropped to 31st place (Portfolio: 100% PFE) -Supporting the principles behind the Peabody Model: PEABODY PURCHASE (+4.0%) is beating the PFE DRIP (+1.0%). -The PEABODY PEAK SHORT (+7.3%) remains strong. This portfolio shorts PFE at confirmed Peabody Peaks (in the amount of $833 representing 1/12th of the original cah investment of $10,000). (Portfolio: 63% cash, 17.50 shares short PFE) purchased at the 3 1999 Peabody Peaks; 134.63, 144.50, and 150.13) -SHORT PFE (-1.6%) dropped to 49th place (Portfolio: 100% short PFE) Click here for a breakdown of the holdings of the 64 Challenge portfolioswww3.techstocks.com