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Pfizer Inc. Message Board

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  • galantfoxjr galantfoxjr Oct 27, 2006 8:01 AM Flag

    PFE IS IN A SLUMP ? SNAP OUT OF IT NOW

    I agree with all you have said. It has gotten to point when I shutter every time the PFE CEO reports quarterly earnings. Kindler has the unique ability to 'snatch defeat from the jaws of victory'. The most recent quarterly report could have been a glorious victory but instead it turned out to be disasterous and, as a consequence, the PFE stock price droped sharply instead of increasing as we all had expected. I think there are at least two good reasons why MRK is outperforming PFE in spite of the VIOXX lawsuits.
    You have already identified the first reason. The MRK CEO handle the analysts much better than Kindler. On report day he tells the analysts only what they need to know which is the best way. Secondly, in the past MRK has demonstrated the ability to develop their own blockbuster drugs. PFE bought their most successful druy Lipitor and the one that the company is so dependent upon from Warner Lambert. It is true one can cite recent examples where PFE has developed some drugs such as Exubera which appears to be promising, but there is the perception at least, based on historical record, that MRK is a more savvy pharmaceutical company than PFE and is fully capable of overcoming bad events such as the VIOXX problem by thie demonstrated ability to discovery new drugs that will be even much more valuable than VIOXX. Their new injectable cervical cancer drug might indeed be one of MRKs new blockbusters. Furthermore it seems that MRK seems to have more success to get their drugs to market at forecasted times than PFE. An example is the delay in the introduction of Exebura. I would like to get one thing straight. I am not a PFE basher. In fact I have much more money invested in PFE than you do so its in my best interest that PFE succeeds and the stock price goes up. However I have concerns about the perception that our researchers may not be as savvy Merck's and the reality that our new CEO, at critical times, acts like a horse's ass. Let me ask you a question. The all time high stock price for MRK was 80+ and the all time stock price for PFE was 40+. In the distant future, which of these two companies do you think will be the one that would most likey surpass their all time stock price first? I would very much like to say PFE because of my heavy vested interest in PFE. However in my 'heart of hearts' I think it will be MRK for the reasons that I cited above.

 
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