Pfizer clearly is a company with tremendous disregard for the generic drug industry and is not given to settling. But it is not altogether unlikely that Pfizer could settle its litigation. If Pfizer could translate some of its cash hoards into greater certainty on this litigation.. I think they would do that.
Barbara Ryan
Modest positive for the stock, modest because they have 6,000 cases behind this one.
positive
In our view, Pfizer is in fact defensive and has demonstrated that it can weather the blows in a measured fashion due to its dramatic scale advantage and strong balance sheet.
fashion balance strong weather fact view
The only company which is a clear growth vehicle in our view is Schering-Plough.
growth company view
company certainty industry cash greater
It's a potentially politically charged issue because you're talking about vaccinating people against sexually transmitted diseases when they're 12 or 13.
people talking
If it's universally recommended then obviously people are going to be getting the vaccine much more broadly.
people
Investors don't want to make the bet because it's too hard to call.
hard call
A lot of their big drugs are going to lose patent protection, without the introduction of new drugs that will offset that,.. Buy.
protection drugs lose big
There is a 10-year lag in R
The only way this company can improve their earnings is through pursuing a merger or by being acquired. It's not very innovative, but it's what they're going to have to do.
company
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