The beat was based on a combination of strong top-line growth, increased equity income, and higher other revenue. Merck deserves credit for starting to take action to put itself back together again and investors are clearly taking up the story. |
The biggest hurdle in deals like these is the management issues - who will run the company. |
The brain is a funny organ. Communication is such a big part of the mental state. Kyle's brain has not forgot; it just doesn't have the pathway to it. |
The company's not going out of business, but ironically it's acting like a cyclical, which drug companies aren't supposed to do. The turnaround may not happen for a couple of years, but it's a well run company that just happens to be facing a lot of problems. |
The concern is that Bristol could be the next shoe to drop as far as patent expiration and reining in the numbers, ... But the company has a pretty decent late-stage pipeline. |
The concern is that Bristol could be the next shoe to drop as far as patent expiration and reining in the numbers. But the company has a pretty decent late-stage pipeline. |
The fundamentals are challenging, but the price appears right. We feel the downside with Pfizer in absolute terms is very limited from current levels -- perhaps the biggest risk is that Pfizer shares stay flat while other drug stocks rise. |
The global pharmaceutical group multiple on 2006 earnings-per-share estimates is currently about 15 times, and Pfizer currently trades at 10.9 times. |
The private sector believes they can make money at this, and we hope they do. |
The proof of the pudding will be what are the benefits at the checkpoint. Will you be able to move through faster? If so, I think this will be a very well-received program. |
The PTA is supportive too. |
The quarter was good in that they didn't have anything negative at a time when a lot of people are wary about earnings, |
The real pivotal one will be Claritin, ... You could see some very good growth there. |
The stock has reached our target of $44 and we have difficulty raising it much from here. |
There are some names out there, like Wyeth, for example, that, you know, the base business is in good enough shape, where they actually don't need much coming out of the pipeline, |