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langostino

05/09/04 9:49 AM

#241922 RE: Zeev Hed #241918

Zeev - MRK ... why?

Worst pipeline in the industry -- dead in the water until 2008. Jury will be out on relatively new director of research and whether he can reconstruct without acquisition, but the rest of management is bottom quarter in the industry. You could put a blindfold on a monkey and throw darts at a list of old-line pharma and wind up with a better choice.
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JimQuinceH

05/09/04 1:07 PM

#241941 RE: Zeev Hed #241918

<<"If we don't get your (and mine) turn date soon">>

Zeev, My date, MAY 21st, will be there (give or take a day). It hasn't missed in 40 years, it not about to start missing now. <vbg>

Jim