Como se combate o populismo? "Com eleições", responde Fukuyama

[JB05FLOP]

Pfizer said sales at the company's core human health division dropped 1% to $10.64 billion. Pfizer attributed the drop to the withdrawal of Bextra from the market, weakened sales for Celebrex, and generic competition for Neurontin, Diflucan and Accupril.

The Food and Drug Administration withdrew its approval for Bextra last spring over safety concerns. Although the FDA has found Celebrex to be largely safe, lingering concerns have hampered sales.

Investors also will be looking to put money to work in Genentech (DNA:NYSE - commentary - research), Celgene (CELG:Nasdaq - commentary - research) and Genzyme (GENZ:Nasdaq - commentary - research). In fact, Cramer said, he never wants to hear about Pfizer (PFE:NYSE - commentary - research) and Merck (MRK:NYSE - commentary - research) again.

"We want to be looking for stocks that will be in our kids' medicine cabinets," he said. Pfizer and Merck have the stuff that is in cabinets today, he said.

What's more, Cramer said that Big Pharma doesn't innovate anymore. They just repackage stuff so that they can squeeze out every last dime. The biotech companies are the future of pharmaceuticals, he said.

"Get into biotech now to make money off of lifesaving drugs," Cramer concluded

Não há prespectivas de grandes inovações em farmacos convencionais, os ultimos grandes lançamentos acabaram por ser sucessos manipulados, sem grandes benefícios terapêuticos e com problemas de segurança. Ex coxibes (viox, celebrex et al)

Há ainda o espectro da queda de patentes e entrada dos genéricos.

Os pipelines das biotecnológicas parecem mais atractivos.

O mercado parece descontar isso, ou então está a saír da Pfizer para entar na PAD.

[Vic]

A VIC HOLDING TRUST, só esta investida na Sanofi-Avantis

[Vic]

mas pq tem caido tanto a Pfizer???

Olho para a empresa, vejo a cotação e lembro-me logo de Warren Buffett.

Quase de certeza que o homem já deve de andar de olho nesta.

A Berkshire Hathaway, so esta investida no sector farmaceutico, na Bristol-Myers Squibb