Dana Cole

Pfizer Losing Battle Against Scientific Journals

Who knows what the motives of "scientists" are? When there's a lot of money involved, anything could happen.

Is Pfizer Ready For Generic Lipitor?

Well, there's nothing like making a mistake in public to get you humble! I didn't bother to do the math. There's been no other comments on my post, though, so I guess no one saw it - or cared.

Here's the correction: $22 is not 60% down from $38; it's ONLY 42% down. (Of course, it IS 56% down from its 8-year high of 49.)

So maybe there is still more room going down. We'll find out, won't we.

Is Pfizer Ready For Generic Lipitor?

If, as I've read, Lipitor accounts for roughly $12B in annual sales and Pfizer's total annual sales are about $48B, then Lipitor accounts for 25% of Pfizer's annual sales.

Now, at $22 the stock is down almost 60% from its 4-year high of $38. Since it is highly likely that overseas sales, new drugs and biotech acquisitions will replace at least half of that $12B long before 2010, isn't the stock rather undervalued at $22? Just asking.

Incidentally, I wish you had had your interview with Kindler, as I find your columns to be very informative and easy to read. However, it seems to me that the reason they didn't get back to you was because they were trying to decide on who would do the interview, not for personal reasons. At least I hope that's the case.

MBIA Gets Moody's Top Rating, Pfizer Downgraded: Is This for Real?

Something very strange is definitely going on. Every since Pfizer initially dropped below 23 in 2004, volume has essentially doubled. The company looks better than it did back then and has tons of cash. Management is making all the right decisions, cutting costs, very cheaply picking up other companies here and there, and the dividend keeps increasing. The Pfizer website also looks terrific. Yet despite all the quiet buying and selling going on, there is very little news except the same old stories that started the long march down. It almost appears as if Pfizer is deliberately being held down until certain funds have acquired enough shares to really make money on the upside. If this turns out to be the case, the turnaround might not be too far off, as this bouncing along the bottom has been happening for a long time now.
P.S. Couldn't find this article on SA's front page. Why not?

MBIA Gets Moody's Top Rating, Pfizer Downgraded: Is This for Real?

FINALLY someone else notices that the price of Pfizer is being manipulated and held down artificially!