61 ordspråk av Barbara Ryan

Barbara Ryan

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 The only company which is a clear growth vehicle in our view is Schering-Plough.

 The only way this company can improve their earnings is through pursuing a merger or by being acquired. It's not very innovative, but it's what they're going to have to do.

 The restructuring is not heroic by any stretch of the imagination.

 There is a 10-year lag in R&D spending, ... The spending that they're doing today isn't going to be visible in terms of products for quite some time.

 They can get a good price for it and it's probably undervalued in their portfolio. It's not so much about them getting out of that business much as it's about unleashing shareholder value.

 They made the consensus numbers even after taking that charge, ... The stock has already been pummeled in the last few years. I think with all things taken into account, the earnings were a little better than expected.

 They made the consensus numbers even after taking that charge. The stock has already been pummeled in the last few years. I think with all things taken into account, the earnings were a little better than expected.

 This is as good as it gets for Pfizer. They won a victory on both patents -- well beyond our expectations.

 Three months ago, Wall Street was telling Pfizer to fold up its tent and go home. Now some of the things we've been waiting for are coming.

 We believe Merck has put in place an aggressive, but achievable strategic plan.

 We're left with a company with a litany of problems and a management that has zero credibility. I think some heads will roll and they will be very vulnerable to take-out.

 Wyeth is really standing out relative to its peers currently because it has a fairly young portfolio of new drugs,

 You want to educate people on the condition and how to avoid it.

 You're going to see a much more transparent and humbled management team with a lot more detail and granularity on a whole lot of issues, which is not characteristic of Pfizer historically. They have heard their shareholders loud and clear and recognize that they need to be transparent and more visible.

 You've got to give product away in Africa, ... There's a natural arbitrage where the prices get pressure around the world.


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