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  • Pfizer's New Structure: Has The Company Learned From Past Merger Mistakes? [View article]
    You are Right...


    On Apr 10 01:55 AM EGGBEATER wrote:

    > WE DON'T KNOW FOR SURE AS YET IF THE PFIZER/WYETH MERGER WILL TURN
    > OUT TO BE A SUCCESS OR A FAILURE. IT'S TOO EARLY TO TELL.-
    > PFIZER'S ACQUISITION OF WARNER-LAMBERT BECAME A SUCCESS THANKS TO
    > THE W-L BLOCKBUSTER DRUG LIPITOR, WITH SALES OF $ 12+ BILLION LAST
    > YEAR.-
    > PFIZER'S ACQUISITION OF PHARMACIA BECAME SOUR DUE TO THE SUBSEQUENT
    > FAILURE OF PHARMACIA'S 2 BLOCKBUSTER DRUGS CELEBREX AND BEXTRA THAT
    > HAD TO BE, OR WILL BE, DISCONTINUED.-
    >
    > A PHARMA COMPANY WILL EVENTUALLY HAVE TO DOWNSIZE (OR PERHAPS EVEN
    > DISAPPEAR) IF: 1) IT HAS NO SIGNIFICANT/PROMISING NEW COMPOUNDS IN
    > ITS R&D PIPELINE, AND, 2) ITS BESTSELLING PRODUCTS GO OFF PATENT
    > PROTECTION, WHICH IMMEDIATELY BRINGS IN THE GENERIC WOLVES WHO HAVE
    > BEEN WAITING TO FLOOD THE MARKET WITH SIMILAR PRODUCTS AT A FRACTION
    > OF THE ORIGINAL PRICE.
    > CAVEAT: GENERICS NOT ALWAYS PROVIDE THE SAME STANDARD QUALITY AS
    > THE ORIGINALLY PATENTED PRODUCT.
    Apr 13 20:54 pm |Rating: 0 0 |Link to Comment
  • Pfizer's New Structure: Has The Company Learned From Past Merger Mistakes? [View article]
    I agree. Last 5 yrs this type of analysis -"May or may not"- has been meaningless.....


    On Apr 09 11:09 PM a. palmer jr. wrote:

    > I hope this new structure will translate into higher stock prices
    > for PFE so that eventually I can sell.
    Apr 13 20:52 pm |Rating: 0 0 |Link to Comment
  • Is the Winner Pfizer, Merck or Roche? [View article]
    The Article is a "Trash - self serving personal openion - except @PFE which is known to many of us-other than those PFE-PUMPERS at CNBC..


    On Mar 21 07:04 AM donzelion wrote:

    > "Roche is getting the most “bang for the buck”..."
    >
    > Why? Roche already owned 56% of Genentech. Normally, majority ownership
    > is not "meaningless" - far from it. Normally, the way to measure
    > the extra value added by buying out the extra 44% would involve serious
    > cost savings or synergies - but both companies, by most reports,
    > are well-run shops that didn't go into excessive bloat. So what's
    > the big advantage of merging operations and taking 100%?
    Mar 21 13:23 pm |Rating: +1 0 |Link to Comment
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