| DON'T BUY | 19.910 | Andrew Guy, CFA | Smaller US drug manufacturer. Has been hit along with the others. A big wall of branded drugs will be falling off and become generic in 2010 and 2011. Has also had negative news on some of its drug development. Decent pipeline of new drugs. Expecting volatility while leading up to the election. (See Top Picks.) | 2008-07-22 | |
| DON'T BUY | 17.010 | Norman Levine | Drugs in general have been very poor performers. This company had its fortunes tied to one new drug and that things were happening to it. He can see no catalyst that would make him buy this. | 2008-04-10 | |
| TOP PICK | 16.600 | Don Lato | Very well managed but has run into all kinds of problems in the last 3 or 4 months stemming from one of their major products Vitorin, which they market in a joint venture with Merck. If you value the company on sales and you give zero sales to Vitorin, you are getting the same multiple levels as the other pharmaceutical companies. Great pipeline. New drug coming out in May or June to treat paralysis. | 2008-04-09 | |
| TOP SELL | 17.860 | Robert Stovall | With rising interest rates and high oil prices and slowing earnings growth can create some problems. | 2004-08-13 | |
| DON'T BUY | 15.550 | Paul O'Neil | Has been a basket case. Management issues. Could drop further. | 2003-09-08 | |
| DON'T BUY | 17.040 | Brian Acker, CA | The drug Clariton will be going generic. At fair value now. | 2003-07-14 | |
| DON'T BUY | 17.810 | Brad Willock | Have had a lot of difficulties. Their drug Clariton came off patent allowing competitors in. The new CEO has a good reputation. Have to see a big improvement in their drug pipeline. | 2003-04-22 | |
| DON'T BUY | 23.680 | Neil Murdock | Prefers Pfizer. | 2003-01-13 | |
| BUY | 29.250 | John Sinkins, CFA | Clariton has moved from a prescription drug in the US to an over the counter one, but their newer drug will be a prescription, meaning larger margins. Possible takeover. | 2002-04-04 | |
| BUY | 34.000 | Neil Murdock | Great sector. Had a tough year. Getting cleaned up now. Good pipeline. Good price. | 2002-02-21 | |
| DON'T BUY | 33.330 | Brian Acker, CA | Broke through a technical base. Generics are giving some tough competition. | 2002-01-30 | |
| TOP PICK | 34.430 | Jeff Morrison | FDA problems have been cleared up. Good pipeline. 21 X earnings. | 2002-01-08 | |
| DON'T BUY | 36.740 | Brian Acker, CA | FDA has closed their factory at times. Cheap. Could be a buyout. Not a fan. | 2001-09-07 | |
| BUY | 38.410 | Neil Murdock | Good sector to be in. | 2001-08-14 | |
| TOP PICK | 36.050 | Jeff Morrison | likes. Good products in their pipeline. Cheap now. | 2001-04-10 | |
Experts that have talked about Schering Plough Corp
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