Pfizer Inc. (PFE)

All Comments on PFE

  • commenter
    Sep 04 02:16 PM
    My Website
    Are Big Pharma's Dollar Days Nearly Over? [view article]
    Pharmaceuticals are scrambling to regains their niche. Their desire to acquire biotech companies is staying with the model that is failing. Their current model has served less than 30% of the global (developed countries) population. As the economic levels of rest of the world rises and as generics become readily available, ethical pharmaceutical companies will have to think if they should compete with the generics. Their survival rests on serving the largest population and in order to do that they will have to compete with generics. They have an avenue that has not been considered. This is have the finest and lowest cost manufacturing technology which will prevent generics to take their market. Merck adopted a strategy to expand in India and if they improve their technology, they will have higher margins than in the developed countries.

    Opportunities are their but every perspective has to be reviewed. Until recently the thinking has been that "we are invincible" but that is the past. New future will need different thinking.
    Reply
  • commenter
    Sep 04 11:47 AM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    Nova is right. Big Pharma is all about marketing. It began in the 70s when FDA approved patient package inserts and later went for direct to consumer advertising. Today, Pharmaceuticals ad budgets are the largest share of the advertising universe. The ethical drug industry died with the Vietnamese war and the most innovative companies are small biotechs. If they are bought by big pharma, they'll shrivel and die. Reply
  • commenter
    Sep 04 10:20 AM
    Big Pharma Pipeline: Why So Dry? [view article]
    "Add to that the scandelous liberal media that plays up non-issues like horrific events."

    Both parties are screwed up on this. I'm underwhelmed with Bush's appointees to the FDA.
    Reply
  • commenter
    Sep 03 11:40 PM
    5 Potential Buyout Targets in Biotech - Barron's [view article]
    Everyone here is overlooking JAVELIN PHARMA (JAV). AT 2.75 and a market cap of 160 million dollars it can and will eventually be bought at a very healthy premium to current value. Company has commercialized AND has 3 Phase III products ( 3 - that's right). Still has close to 50 million cash on the books ans 2 NDA's to be filed in 2009. By the way IP property and patents alone worth 110 million. Reply
  • commenter
    Sep 03 07:55 PM
    Big Pharma Pipeline: Why So Dry? [view article]
    I totally agree with the second point by Tom B, the FDA is reacting to the liberal congressional committees and also a few "scientist's"... that seem to have an agenda other than science. Add to that the scandelous liberal media that plays up non-issues like horrific events. I also think the New England Journal of Medicine is way out on some radical limb. Reply
  • commenter
    Sep 03 05:51 PM
    Year to Date Performance of Dow 30 Members [view article]
    AIG employees used to claim that the letters, "AIG" stood for "Ain't It Great?" Looks like the Awful Insurance Giant is headed for the Already Interred Graveyard. Reply
  • commenter
    Sep 03 04:28 PM
    Year to Date Performance of Dow 30 Members [view article]
    Long term investments in JNJ and XOM among others are especially rewarding when the dividend is considered. Currently my JNJ is yielding 8% and XOM is 6.5%. They are both in dividend reinvesting plans so my holdings are growing at that rate. What's not to like? Reply
  • commenter
    Sep 03 03:31 PM
    Year to Date Performance of Dow 30 Members [view article]
    Didn't GM suspend (or was considering) their dividend? Reply
  • commenter
    Sep 03 11:12 AM
    Year to Date Performance of Dow 30 Members [view article]
    I am buying the bottom 4....for long term investments. Plus nice dividends to compound. Reply
  • commenter
    Sep 03 10:04 AM
    Big Pharma Pipeline: Why So Dry? [view article]
    I know the industry. There are several problems:

    1) The "D" in R&D is MUCH bigger than the "R". Big Pharma has been slashing research.
    2) The FDA is full of cronies. They are too slow to approve, and WAY to quick to panic over extremely miniscule risks. Look at the whole Vioxx thing.
    Reply
  • commenter
    Sep 03 09:33 AM
    Year to Date Performance of Dow 30 Members [view article]
    At the risk of stating the obvious what this interesting line up shows is that timing (and maybe more than a little bit of luck) is everything in this market. The reality is any one of these can have made or lost one money depending on entry point. It seems like trading on fundamentals is a far second to timing, psychology and luck. In this market I have bought positions that seem fundamentally sound and even with charts that look good that shift in days and have had to just dump them to cut losses, except for BA, ha, ha - see above. What is really bad cutting those losses on great stocks was still the right choice months later. I can only figure that eventually great values like XOM will come back into favor. In this market I am still buying but only very selectively and smaller amounts than usual. If something pops I will tend to sell and take a profit and hold nothing long term except several conservative dividend payors and for better or worse some Vanguard mutual funds for my IRA but that is another story... Reply
  • Dividend Aristocrats Handily Outperforming Main Indexes in 2008 [view article]
    Great resource David!
    It's great to see that dividends are cushioning the losses for investors this year. To everyone else who believes that this is a short term phenomenon, please check this link out:

    dividendgrowth.blogspo...
    Reply
  • commenter
    Sep 02 11:23 PM
    Big Pharma Pipeline: Why So Dry? [view article]
    Please take a look at the ratio of drug company marketing spending, to research spending. I maintain that when they started spending more on advertising, than on research, the number of new drugs discovered, tanked. The last article I saw on this subject says that they are now spending in the neighborhood of 2-3 times as much on marketing, as on research. Perhaps, if they just did the research (and did it right), and forgot the advertising, they could produce a few more new drugs.

    Then there is the use of questionable statistics in analyzing the data. The experts in the various medical fields cannot even agree that some of these new drugs are safe and effective for their intended uses. Given their recent record of producing drugs with so many questionable results, one has to wonder why they didn't discover that these drugs were not safe and effective until they were already on the market. Very poor science, it seems to me, and also very poor statistical analysis. And, I might add, very poor oversight by the regulators.

    Some return to basic good science, is perhaps all that is needed. That, and a little less marketing.
    Reply
  • commenter
    Sep 02 06:26 PM
    Year to Date Performance of Dow 30 Members [view article]
    Exxon-Mobil (XOM): Can someone explain to me exactly how the most profitable company in the world with decent revenue and earnings growth can be DOWN 16% year to date? Here is the past performance results of XOM,

    2008 YTD: -16%
    2007: +24.3%
    2006: + 39.1%
    2005: +11.8%
    2004: +28.0%
    2003: +20.6%

    I would assume that their dividend is the safest that you can find in this economy. So what am I missing here? Is XOM a great value play at these levels or what?
    Reply
  • commenter
    Sep 02 06:06 PM
    Big Pharma Pipeline: Why So Dry? [view article]
    Lack of innovation among 'big pharma' is nothing new. Virtually all of the major blockbusters of today were discovered at the laboratories of small companies that were picked up on the cheap from these monstrous waste baskets. Who is to blame? Short term fund managers pressuring great small companies into deals. Who pays the price? Everyone. Reply