Pfizer, please stop pretending to be an R&D powerhouse!!!You are just a wannabe R&D powerhouse!!
See MRK was always known for its capability and proven expertise in discovery , whereas PFE is known for its capability and proven expertise in marketing. Therfore, all of a sudden if PFE starts trumpeting its capability in discovery field, investors and general public will start to question and exclaim disbelief!! This is the reason why the stock market is down on Pfizer......especially with all the recent major failures in discovery side (Torcetrapib, Oporia, Indiplon, asenapine, Exebura, Lunc cancer drug from Coley, general delayed approval history with poor labeling, poor investing capability-Vicuron products, esperion products..............etc etc....I hope people on this board get the picture?????? One cannot build a credibility in R&D by continuoulsy screwing up! With recent examples of Exebura 2.8b(one has definitely failed in due diligence when they initially acquired this POS)coley's cancer compound, Vicuron products (2.2 billions), esperion products (1.3 billion)etc, Pfizer has demonstrated its capability in R&D foresight. They just dont have it!!!!! They are mentally retarded.....
> With a defensive stock like Pfizer
Yeah, sure, "defensive."
It's very simple. WHATEVER your number was at a compounded 4% price increase, it can't HONESTLY be the same with a 3% increase. After 5 years of such reduced increases, revenue is 5.7% lower than it would have been at 4%. I don't buy your whole analysis with no reductions, only additions, but this is particularly egregious. If you became convinced that only 2% price increases would occur, I guess you'd still stay with the same number. Why not?
Why don't you make a reduction for your reduced pricing estimate to 3% from 4%? Since the reduced revenue less tax thereon completely goes away from the bottom line, there is a significant earnings reduction on the 5.73% revenue decline which results in 2012 from 5 years of 3% vs. 4% price compounding. Plus, you were already below 2.60 (2.55-2.60 sometimes, 2.59 another time) before the adjustment you made today or the necessary one for the price increase reduction.
To be clear, I reiterate that I do not believe that meaningful 2012 estimates can be made in 2007. But if you're going to do it, at least make all the needed adjustments.
Clisher has said previously " Okay, I will surrender to you and all the other morons, if Sutent reaches 435 millions in 2007! I will promise to go away from this Pfizer yahoo message board and will never criticize Sutent ever again!! How's that for bet?"
I assume this bet is still good? Or are you a welcher like chartness?
Do you know what the YTD sales are?
We'll tell you anyway.
YTD sales through September are $399 million.
Do ya' think Pfizer will sell at least $36 million of Sutent in the 4th Qtr?
Would you like to know?
small things amuse small brains.....he he he......
There are thousands of people like you in the current Pfizer system (including the management).......
"the word is bullsh t", "yeah sure buddy" = many manifestations of the same mentally retarded Pfizer individual!!!! How many more yahoo names do you have??? You are a typical pfizerite!!
The bottom line is Pfizer is a NOT a R&D power house!!! Just a WANNABE!!