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Mon Jul 28th 03:56 AM | Rating: 0 0
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8 Dow Stocks Likely To Outperform

How can you put MRK and PFE in the list. Pharma stocks do not really depend entirely on dividend yield and P/E ratio ( please note, I said entirely!). Pipelines, patent expiration and competitive landsacpe all play a role. If you want to dig deeper, look at MRK, a good company and a good stock has been beaten down--
why?
1. Vytorin Gate ( bigger impact for SGP)- and one more recent negative news SEAS ( clinical trial where Vytorin did show efficacy but failed to meet primary end point).
2. Cordaptive (MRK's cholesterol drug) that got dinged by the FDA and the stock was down 10% that day..

Please keep in mind that pharma as a sector is not as defensive as it used to be ( may be little less cyclical) and even within the sector the most important thing is individual stock not just dividend yield and P/E.

Long stocks with in US Pharma:
SGP

EU:
NVS

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