Boogins

Why I'm Selling Apple and Google Today - and Holding Amazon

I think Fred should have consulted with some docs before he and his friends came to the conclusion they did on Jobs health. What I believe Jobs has is Pancreatic Insufficiency, a condition resulting from the surgery he had to remove his cancer from his pancreas a couple of years ago. Jobs is cured from the cancer, but will have to take medications to replace the digestive enzymes that he can no longer produce in sufficient quantity to maintain his weight. I would predict that now that his docs are focused on this that he will stabilize, and probably put on some pounds as we head toward spring.

Pharmaceuticals: Pfizer Is a Buy

If you had taken the time to explain how they are going to make up for the loss of their income flow from Lipitor your financial analysis might carry some weight. As it is, this smells like an accountants analysis who has no knowledge of the industry.

Pharmaceutical Facts Investors Should Know

These numbers are for historic interest only, and represent the absurd 'try a million combinations of everything' approach to drug development traditionally followed by big pharma. It is the root cause behind why big pharma has so little to offer now, as it simply makes developing anything other than a mega blockbuster economically unwise.

Enter biotech, and rational drug design. Layer on top a thick portion of biopharmaceuticals, ie 'natural' products such as insulin, interferon, and various antibodies that represent the harnessing the power of human biology to solve therapeutic riddles. Young, limber, unencumbered companies are afoot now and smell the big game waiting to be taken. The cash rich but pipeline poor big pharma companies are slowly waking up to the fact that they need to either jettison their job secure research divisions or go on a buying spree, or both.

In any event, forget the numbers mentioned in the article. If they are at all relevant now, it is only to show how bankrupt of ideas and how pitiful in conception big pharma's approach is.