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Replies to #70539 on Biotech Values
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DewDiligence

12/23/08 2:12 PM

#70543 RE: ariadndndough #70539

>i am currently invested in mrk, and looking to add alot more over the next few months. i feel mrk longterm, combined with its pipeline seems like very good buy here.<

MRK has a better pipeline than most investors think, IMO. A few additional comments:

1. Unlike several Big Pharma, MRK is not pulling back from the large, primary-care indications. Any successes MRK achieves in this area ought therefore to be magnified by the relative lack of competition.

2. For reasons that are not entirely clear, the Zetia/Vytorin franchise has not suffered outside the US. Further, the Zetia + Lipitor combination pill due in 2011 could be a substantial product.

3. One of the few areas Peter Kim declined to discuss on the webcast was MRK’s program in AD. Why? I would hazard a guess that MRK does not want to tip off WYE, ELN, and LLY about what it knows.

4. If the GlycoFi technology works as advertised, MRK’s biologics program—note that I do not call it an FoB program—could be a major contributor to revenue in five or six years.