Replies to post #151733 on Biotech Values

[DewDiligence]

…merck can't support its current market valuation selling at those prices.

Low product prices in emerging markets nevertheless produce high operating margins; I commented on this in #msg-80907219.

[DewDiligence]

How has your [Global Demographic Tailwind] portfolio done against the S&P this year?

Several of the stocks I’ve cited as beneficiaries of The Global Demographic Tailwind are trading at or near multi-year or all-time highs. In the drug/biotech arena, PFE is an example of the former, and PKI, AGN, and ABT are examples of the latter.

[jq1234]

I don't see one international doing good besides apple

Really? I guess I shouldn't be surprised from someone like you!