| T.R | Title | User | Personal
Name | Date | Lines |
|---|
| 425.1 | Waiting for Godot | SAHQ::ROSENKRANZ | Rock with Gene & Eddy | Tue Mar 23 1993 13:04 | 3 |
| I'd be willing to bet that if everyone is waiting for one more blood
bath in the drugs, this is probably the bottom. Waiting for another
blood bath will be like waiting for Godot.
|
| 425.2 | Not while Clinton is prez... | AOSG::GILLETT | Candidate for DCU Board of Directors | Wed Mar 24 1993 13:51 | 12 |
| I take a very bearish view of the drug stocks right now. The
Clinton Administration seems to have lost sight of the notion
that risk takers should reap rewards for risks taken as regards
this sector. I'm fairly convinced that Clinton is literally
"out to get" the drug stocks. All this talk of regulated pricing,
health care rationing, and other happy news worries me.
Until the health care legislation issue is more clear, I'm
staying away from drug stocks, and from mutual funds that
are loaded up with drug stocks.
./chris
|
| 425.3 | Bullish on Drug Companies | CPDW::ROSCH | | Wed Mar 24 1993 16:03 | 12 |
| I'm bullish on Drug stocks for the following:
The population is getting older
Clinton will back down like he has on everything else
If some laws are passed to lower the prices of drugs the only way
it'll get through Congress is with offsetting admendments
which will give tax breaks to the Drug companies so in the
long run the Taxpayers will subsidize the retail price of
the drugs, not the Drug Companies themselves
The price right now is depressed because of Clinton's remarks so
the stocks are a great buy
Clinton is a one-term president
|
| 425.4 | Did you bulls see what happened to Merck today? | VINO::FLEMMING | Have XDELTA, will travel | Wed Mar 24 1993 20:49 | 1 |
|
|
| 425.5 | An analyst's comments | RELYON::MITTAL | | Thu Mar 25 1993 14:13 | 14 |
|
On NBR yesterday (March 24, '93), an analyst said that the drug stocks
have not yet hit bottom. He was of the opinion that the drug sector
would be a "good buy" only after further drops totalling 10% or maybe
more.
His favorite picks (after they drop some more) were Pfizer and
Smithcline Beecham. He seemed to avoid commenting on Merck directly.
The drug industry's growth rate will decrease from an average of 20%
previous years to less than 1/3 this rate for 1993 and through 1994.
Nitin.
|
| 425.6 | | CSC32::S_MAUFE | its sum-sum-sum-summertime! | Thu Mar 25 1993 20:24 | 5 |
|
my fidelity watcher newsletter also says with all the uncertainty
around healthcare he is staying away from health and drug stocks.
Simon
|