maximum uncertainty regarding the company's future outlook. |
Merck and Pfizer would probably lose money from a moratorium, ... They have portfolios that would benefit from DTC advertising. |
Merck and Pfizer would probably lose money from a moratorium. They have portfolios that would benefit from DTC advertising. |
modest positive for the stock, modest because they have 6,000 cases behind this one. |
New drugs are not going to build billion dollar sales in a few weeks. It takes years to do that. |
Obviously, it's a huge market and it's growing. |
Otherwise you are just creating a stalemate. Shareholders want to know who is going to be in charge. |
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. |
Recent results provide clear evidence of the turnaround at Schering-Plough and the positive momentum of the cholesterol joint venture. |
So far the integration appears to be going well. The economics of the merger are going to be quite strong. We're somewhat disappointed in the near-term revenue trend and are neutral on the stock in the short run. |
So the deal stocks are really going; further deals are going to provoke the group higher. In the short run, a lot of people [will be] talking to each other and there will be a continued frenzy surrounding that, ... So I think the stocks, after underperforming thus far this year, are in for a strong performance through the end of the year. |
Strong companies are going to survive in this sector, and they're going to look more like Pfizer than not. |
That hasn't helped anyone much. We're in an environment now where labels are becoming so riddled with warnings that people don't know what to do. |
The company has gone through a radical transformation, |
The market is under-penetrated, that's for sure. |