Biotech Values

[jbog]

Biopharm Investor,

I wasn't aware of their generic outfit. I still think they're going to need Teva's current sales of $10b. If pfizer can't replace the sales number every other current expense would go out of whack.

What my original goal was for pfizer to replace it's sales. I was looking at what they could obtain for their approx $50b in surplus cash. When I looked at every other company, with the exception of merck, evryone had numerious products at risk.

Teva then seemed the most logical because their net earnings are only about 7 points below pfizers yet with the exception of copaxane nothing is at risk. Also Teva's growth will be proportional with the new generics. Teva also could be a nice insurance considering we possibly could have a new democratic government.

I'm not trying to pump teva and you could substitute any other generic company. I just think pfizer could afford the biggest and strongest.

The way things sit right now would you think that the major generics will experience a high growth rate considering ourr aging population, insurance co-pays and the medicare program?