Schering-Plough Corp. (SGP)
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- Imminent Rate Cut? - Cramer's Stop Trading! (10/3/08) [view article]
- Buying Healthcare Stocks for an Obama Presidency (Part III) [view article]
- Loss of Integrity - Cramer's Mad Money Recap (9/3/08) [view article]
- Ready To Roar - Cramer's Mad Money (9/12/08) [view article]
- Summer Surge for Pharma Powers IHE, but Concerns Remain [view article]
- The Rally was the Real Deal - Cramer's Mad Money (9/2/08) [view article]
- Are Big Pharma's Dollar Days Nearly Over? [view article]
- Schering Plough, Merck: Potential Cancer Concerns [view article]
- Is a Hurricane Lurking for Merck and Schering-Plough? [view article]
- China's Hepatitis B Market to Double by 2012 [view article]
- Time to Invest in Pharmaceuticals? [view article]
Recent SGP Articles
- Some Good News in Biotech
- Summer Surge for Pharma Powers IHE, but Concerns Remain
- Fannie, Freddie & Pharma: Does Resolution Help Sector Stocks?
- Schering Plough, Merck: Potential Cancer Concerns
- China's Hepatitis B Market to Double by 2012
- Is a Hurricane Lurking for Merck and Schering-Plough?
- Tough Projections for Big Pharmas: Drug Revenues Don't Look Promising
- Time to Invest in Pharmaceuticals?
- China Biotech Week in Review: Earnings, Earnings, Earnings
- Schering-Plough Takes Sole Possession of Its China JV
- Full List of Articles »
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Wall Street Breakfast: Must-Know News [view article]
well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably ReplyWill Lilly's Survey Have the Desired Effect on Cialis? [view article]
Mr. Huckman may be correct with regards to the difficulties men face when trying to discuss Erectile Disfunction with their physicians, but he hasn't done his homework regarding the clinical attributes of the three ED products. Cialis & Levitra are clinically far superior to Viagra (efficacy,side effect profile,restrictions) and Levitra is anything but " a also-ran, me-too ED drug." Keep pushing that Lilly stock Mr. Huckman!! ReplyEarnings Preview: Schering-Plough Corp. [view article]
I am long the common from the $14-$15 range and long even more of the Preferred B in the $150 range, gotta love a 10% yield and a 25% upside in about 5-6 months, is convertible into between 750 and 900 shares of common depending on avg. price for 20 days before exp. in late '09. It was issued at $250 with an 6% ($15) yield initially ReplyWill Lilly's Survey Have the Desired Effect on Cialis? [view article]
Yes its true, instead of treating the issue mens keep it numb and faces the after math consequences. ReplyEnd of Quarter Window 'Un-dressing' [view article]
If Friday is not the day to sell, is it a day to buy? ReplyFDA Stings Pharma, Big and Small [view article]
The FDA is broken. If you ask the "man on the street", he might say the FDA approves "dangerous" drugs because they are not 100% safe in humans at "elephant" dosages. But, the truth is, the FDA's snail pace is costing the drug industry billions and adversely impacting consumer health. A perfectly safe used-in-the-EU testosterone product from Invedus was put on lengthy delay because a patient coughed a few times in clinical trials. "Plan B" OTC was delayed for years because the "Bushies" have a purely political distaste for women's health products.The FDA is run right now with all the competence of FEMA during Katrina-- it's all do-nothing cronies. Reply
FDA Stings Pharma, Big and Small [view article]
the FDA has been awful for a very long time.Dub Ya is not the one to blame here so get past it.
leaks from the lab > get past it.
these stocks are lousy because of their growth potential and the fear of further profit restrictions. Reply
FDA Stings Pharma, Big and Small [view article]
But the king george iii bush administration has been so honest with his peasants ......... most corrupt and worst EVER ReplyFDA Stings Pharma, Big and Small [view article]
Article by Evelyn Pringle ON FDA CORRUPTION & SELLING OF INSIDER INFORMATIONwww.opednews.com/artic...
Bush's FDA - Perpetual Leaker of Insider Information
by Evelyn Pringle Page 1 of 7 page(s)
Bush's FDA - Perpetual Leaker of Insider Information
The steady leaking of insider information about products under review by the FDA has caused enormous losses for average American investors since the Bush Administration took control of the agency six years ago.
There are several ways that investors can profit from this type of insider information. The first is obvious, buy the stock because approval of a product will almost certainly raise a company's stock value. Investors who know about the decision ahead of time can bet the farm based on that information.
But investors who are tipped off that a product will not be approved can do the opposite. They can bet that company's stock value will fall by selling the stock short knowing full-well that the minute the news of non-approval becomes public, the stock's value will drop like a rock.
When the leaking of this type of information occurs, the losers are always the investors who play by the rules and make bets based on the best public information available. Unfortunately, in many instances, these are the very people who can least afford the loss. >>>>>&g...
Reply
Saut: It's Time to Reduce 'Stuff' Stocks, Buy High Yielders [view article]
A good article. Thanks Jeff. I will look at LINN. I too agree that BDC's like ALD, ACAS, MCGC, etc can be good investments. But some ( like MCGC ) may be a little too risky at this time for retirees.Long ACAS, MCGC and TCLP, another MLP that I think is pretty stable and now yields about 7.5% . Reply
Pharmaceutical Facts Investors Should Know [view article]
Sounds like you had a bad day,Doc. As with every element in society, there are good and bad guys in every business and industry. If you lived where I'm living (Central OR) where MDs have zero CME requirements, own (along with developers) ALL of the hospitals and clinics East of the Cascades. Commit insurance fraud with impunity and continue to harm patients (the highest orthopedic surgery rates in Western Region )& the citizens of OR having to pay for malpractice suits because of their lack of supervision.I'd take a few of those reps (with free meds that help your pts and donations worldwide, even starting up long-closed manufacturing plants to make and donate meds to treat plague,and other 3rd world diseases.The lawyers representing Pharma are more likely fording off imitation drugs by 2nd/3rd world intellectual property thieves OR fighting endless trial-lawyer generated lawsuits (seen the TV ads? "Did you take xyz and suffer efg? Have you ever had a hangnail as a result of taking aspirin? etc.
On May 30 08:16 AM DB, MD wrote:
> I find it humorous how many of the posts above consider big pharma
> to be the low profit, risky businesses. This is an industry that
> spends collectively 12% on R&D and 30% on marketing. It is an industry
> that pushes out drug after drug for hypertension when there are already
> over 50 drugs that accomplish the task well, because even capturing
> 1% of the market will pay off on the low R&D required for a "me-too"
> drug.
>
> You have drug reps flooding physician offices pushing one "me-too"
> after another. This is a recipe for disaster when the industry chooses
> to reinvest into marketing crap and into being the largest lobby
> in Washington rather than on truly innovating. More money is likely
> spent on lawyers fighting expiration of patents than on problem-solving,
> as this adds more to the bottom line. Reply
Pharmaceutical Facts Investors Should Know [view article]
RE:All the comments on "Pharm. Facts Investors..."*The patent time for Pharma discoveries STARTS ticking the
moment the active molecular discovery has demonstrated a
possibility for further investigation (and only a # is listed.)
By the time all 3 Phases of clinical investigation are completed (years--try finding 'virgin' pts these days--no chronic meds on board for other conditions that would confound testing results);the private and institutional docs,patients,data and study supervisors must all be paid and free meds given; THEN the FDA (NOT 'OWNED' BY PHARMA!) and specialty panels (MDs) review all info.
*The number of years in the approval process varies, but it's years. If drug is approved, the package insert/dosing,indicati... effects,etc. has to be written, submitted to the FDA, which can ask for more studies (back to phase 3), more data, changes in indications,etc,etc (and the patent time-to-expiration is ticking).
*By the time a new drug is approved, there may be 10-12 years for the Co. to earn a profit.Meanwhile, lawyers/patients look at the side effect section and start claiming product injury or blaming the drug for anything. Also, the thieves of intellectual property start churning out imitations. In the case of generic manufacturers, YEARS before a patent expires, are attempting to get their versions on the market. (Without having to do any testing other than prove that in 20-50 young,healthy volunteers had a blood level--not even in therapeutic range--and generics don't have to be tested in people who actually have the disease). *In the case of Pfizer, the novel drugs
approved in the 1990's caused paradigm shifts in disease treatment...and took several years to educate doctors in the new pharmacokinetics!!!
*Viagra changed Pfizer's fortunes and, this was the beginning of
future performance across Pharma (and other sectors) where sucess is governed by investors/analysts/the market. Expectations of investors became unrealistic and every drug was expected to be a blockbuster.
Sorry to be so wordy, but once again, the ignorance of some people brings out the educator in me. I'm also passionate about Public Health Policy! From, 'bigpicture'
On May 29 06:39 AM Neers87 wrote:
> Pharma has long operated profitably under these premise. The trick
> these days is to reduce time from discovery to market, extending
> time on the market with exclusive patent protection. Eliminate candidates
> as earily in the process as possible for a reduction in cost. New
> technologies make this possible, drug modeling software is a much
> larger aspect of R & D. Your article looks at the situation as if
> it were static. Dynamic changes are in the industry beyound what
> is mentioned here. Reply
vestor
Saut: It's Time to Reduce 'Stuff' Stocks, Buy High Yielders [view article]
The credit dislocation has shaken investors, period. As such, many investments are on sale. In a sideways market yield is king.Look at the US energy MLP's as they offer an attractive tax-deferred current yield with the all-important distribution growth that protects against inflation.
Closed-end funds holding MLP's are best for IRA's or for the K-1 averse. Look at FMO, which has avoided the use of auction rate securities that similar CEF's have had issue with recently.
Linn Energy has a stagnant 11% yield, as hedges limit upside while protecting the distribution. This is generally true for most MLP-E&P's. Nice double-bottom recently as the last of the PIPE shares have been dumped by CEF's/hedge funds getting margin calls. However, I wouldn't look for significant unit appreciation soon. They continue to monetize assets that are poor choices for the MLP structure and recycle the cash. Linn's only downside is that they give up the potential home run deep shale plays that XTO, etc., benefit from.
ALSK is an Alaskan telecom with wireless operations. AT&T bought into the Alaska market and thus ALSK's moat has narrowed. ALSK hasn't increased its dividend and thus is losing my interest.
Also, the BDC's such as American Capital (ACAS) will become attractive investments coming out of the credit/recession. ACAS has a 12-13% yield typical for the group now, and their yields will return to the 8% range in a year. The level 3 assets held by BDC's (since they invest in private companies) have been attacked by the shorts such as Einhorn, but then they are biased! The shorts attacked BDC's at least twice prior and their charts and dividend growth tell the real story. Even ALD, Einhorn's favorite target shrugs off the shorts after decades of being a public company.
Just a few thoughts.
*I am long the BDC ACAS, and LINE & many other MLP's.
**FMO is a potential holding for an elderly parent's portfolio and likely will replace ALSK as a holding. Reply
Saut: It's Time to Reduce 'Stuff' Stocks, Buy High Yielders [view article]
Sure is nice to see a plug for money in investors' accounts touted ! Instead of pie - in - the - sky promises put in investors' heads to justify investing in stocks with ZERO YIELDS! I'll take that 11% LINN yield until well after I retire. The fact that LINN is a huge owner of energy properties here in th US is icing on the cake. ReplySaut: It's Time to Reduce 'Stuff' Stocks, Buy High Yielders [view article]
no connection to wall st or fro. have been collecting great dividends from fro.check out div. history. seems like a well run co. & maybe scandanavians are still ethical. Reply