Eben Tessari

Big Pharma in Effort to Stimulate Innovation

DRich,
I don't disagree that Pfizer shareholders don't have a valid gripe and that the company is floundering. I was speaking strictly from a revenue growth perspective. I don't think I made that clear in the post.

Drug discovery and development is difficult (and recently it's been made only more so by the FDA), even for Pfizer.

Expecting one or two blockbuster drugs a year is unreasonable. The low hanging fruit has been picked. It is just unreasonable to think that 50B in revenue can grow at 10%/yr given all the variables, but that is what people expect.

Again, this doesn't mean that Pfizer doesn't need some managment changes or a rethinking of their strategic plan, just that we as investors should re-evaluate what we need out of pharma stocks.

Big Pharma in Effort to Stimulate Innovation

The Real Expert,
Where is your site? Where is your analysis? Are you just one of those losers who rips everyone else apart without bringing anything to the table?

What is GSK Thinking With Its Latest NDA?

Rocc,
Took me to school. Best comment ever. Period. Thanks for reading.

What is GSK Thinking With Its Latest NDA?

Right... but I don't, nor does anyone outside the committee have access to the application. GKS and Ligand's stock dropped quite a bit on wednesday after the news. I wasn't the only one making assumptions.

I was proffering opinion on comments by member of said committee and was asking anyone who has more regulatory experience than I, to comment and enlighten me.

Waiting until the meeting has concluded and using their positive opinion still doesn't answer the question I asked. Do you have any insight to add or do you just chide those with an opinion?

What is GSK Thinking With Its Latest NDA?

Right... but I don't, nor does anyone outside the committee have access to the application. GKS and Ligand's stock dropped quite a bit on wednesday after the news. I wasn't the only one making assumptions.

I was proffering opinion on comments by member of said committee and was asking anyone who has more regulatory experience than I, to comment and enlighten me.

Waiting until the meeting has concluded and using their positive opinion still doesn't answer the question I asked. Do you have any insight to add or do you just chide those with an opinion?