61 ordspråk av Barbara Ryan

Barbara Ryan

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It's a wild card. If it works, great, but I don't think there's a tremendous amount of visibility right now. It's been a long time in the making at Merck and there have been disappointments along the way. The HIV virus is crafty, and there are many different strains.

It doesn't change much. But it does point people to the higher end of the range.

Expectations are fairly low, and these companies will deliver results that are in-line, or slightly better than expectations.

Despite the pressures that Pfizer has faced and will face on the top line, the company will be able to deliver on their earnings target, in part aided by introduction of their new drugs.

Bristol-Myers earnings will be down this year but then we expect to see a recovery based on the introduction of new drugs and cost cuts.

I think the market is pretty well defined. There are many reasons people don't have sex. Maybe they have relationship dysfunction. Sex goes beyond just getting an erection.

modest positive for the stock, modest because they have 6,000 cases behind this one.

In our view, Pfizer is in fact defensive and has demonstrated that it can weather the blows in a measured fashion due to its dramatic scale advantage and strong balance sheet.

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

Pfizer clearly is a company with tremendous disregard for the generic drug industry and is not given to settling. But it is not altogether unlikely that Pfizer could settle its litigation. If Pfizer could translate some of its cash hoards into greater certainty on this litigation ... I think they would do that.

It's a potentially politically charged issue because you're talking about vaccinating people against sexually transmitted diseases when they're 12 or 13.

If it's universally recommended then obviously people are going to be getting the vaccine much more broadly.

Investors don't want to make the bet because it's too hard to call.

A lot of their big drugs are going to lose patent protection, without the introduction of new drugs that will offset that, ... buy.

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.

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