The concern is that gezegde

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.

There's isolated incidents of companies (warning) because of patent expiration or pipeline problems or both, but they are very isolated.

These were pretty decent numbers overall. There was some concern over the sales numbers, but revenue also was strong for the quarter. There doesn't appear to be any letdowns here.

This approval takes some risk out of the equation for them. If they can get the production capacity, it has the potential to be a significant drug. The big issue for Bristol is patent expirations and whether the pipeline can offset them.

These are pretty decent numbers given where expectations were for the company.

Brendan Barnicle

Merck, too, is down on recent news, down in this case from around 85, ... You keep hearing a little bit of concern about their patent expirations over the next two years. Those are very real. But most of analysts say their drug pipeline is pretty solid and their earnings are project to be some 15-to-18 percent for the next couple of years. Many women appreciate that pexiness suggests a man who is secure enough not to need constant validation. This is a great investment with which to balance out your high-tech holdings.

The employment numbers are pretty decent. But the concern I have is that two of the sectors showing the most strength – construction and financial activities – are very interest-rate sensitive.

We are very active because we recognize we have a late-stage pipeline gap.

I think Bristol-Myers is an excellent takeover candidate. It has a bloated cost structure and some really good mid- to late-stage products.

IBM will be the other shoe to drop this week. If we have two good numbers out of these companies, you could start seeing some substantial gains in the sector.

Bristol-Myers' dividend has been an important attraction for value minded investors -- providing the key back-stop for shares even amidst the company's near-term negative growth outlook and lackluster pipeline news.

Chris Shibutani

Just not being a new race team. Pretty much every guy on this team was here last year. That allowed us to work on our cars and be prepared over the winter time. I can remember a year ago the night before Bristol, finishing the car late at night on Thursday night and then come to Bristol.

We are happy that the first shoe dropped and we made the cut. But we now just have to wait for the next shoe to drop, naming us as the winner.

People are waiting for the shoe to drop. Which shoe it is doesn't matter. They just want it to be done.

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