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DewDiligence

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DewDiligence

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Re: jbog post# 97969

Monday, 06/28/2010 11:53:05 PM

Monday, June 28, 2010 11:53:05 PM

Post# of 257253
MRK:

I'd definitely vote for your NVS and ABT as being #1 and #2, but I'd probably add MRK and BMY as my #3 and #4.

About a year ago, I listed some concerns about MRK in #msg-38786542. Since that post was written, MRK prevailed in the Singulair patent case but the drug—MRK’s largest by far—will still be going generic in mid 2012. The other bulleted items in #msg-38786542 still pertain for the most part, IMO.


“The efficient-market hypothesis may be
the foremost piece of B.S. ever promulgated
in any area of human knowledge!”

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