Enviado: 4/12/2006 18:34Aproveitando a deixa, transcrevo o comentário de hoje do Cramer a esta notícia.
"Pfizer's Quiver Now Shockingly Bare"
By Jim Cramer
RealMoney.com Columnist
12/4/2006 7:23 AM EST
"Maybe they really are a bunch of jokers at Pfizer (PFE - commentary - Cramer's Take - Rating). Either that, or their timing is just nightmarish. I can't believe that two days after the company extolled its new cholesterol drug at its analyst day that they scrap it.
I know most people who peripherally follow this company may ask how one far-away drug could be so important. But frankly, I didn't see anything else at Pfizer that could make up for even a fraction of the lost revenues for Lipitor.
You are now in Bristol-Myers (BMY - commentary - Cramer's Take - Rating) mode for Pfizer, meaning that BMY post-Plavix going generic had surprisingly little going on. I still believe BMY may have to cut its dividend when the full brunt of 2007 losses at Plavix get realized. (Either that or sell itself to Pfizer now that Pfizer has lost its future.)
The truly nutty thing about all of this is that Pfizer's meeting last week now appears to be much ado about nothing, a manufactured guide-up that was really about one thing: Don't lose faith in Pfizer, we have this new cholesterol drug!
I panned Pfizer aggressively in these pages and the airwaves, in part because I just believe that companies with no real sales growth don't belong in peoples' portfolios. I was bombarded by people reminding me that Pfizer's about to launch this new drug that would save them.
Man, those critics must be quiet right now. As for me, as I said at the end of Confessions of a Street Addict: better to be lucky than good. "
(in www.realmoney.com)
"Pfizer's Quiver Now Shockingly Bare"
By Jim Cramer
RealMoney.com Columnist
12/4/2006 7:23 AM EST
"Maybe they really are a bunch of jokers at Pfizer (PFE - commentary - Cramer's Take - Rating). Either that, or their timing is just nightmarish. I can't believe that two days after the company extolled its new cholesterol drug at its analyst day that they scrap it.
I know most people who peripherally follow this company may ask how one far-away drug could be so important. But frankly, I didn't see anything else at Pfizer that could make up for even a fraction of the lost revenues for Lipitor.
You are now in Bristol-Myers (BMY - commentary - Cramer's Take - Rating) mode for Pfizer, meaning that BMY post-Plavix going generic had surprisingly little going on. I still believe BMY may have to cut its dividend when the full brunt of 2007 losses at Plavix get realized. (Either that or sell itself to Pfizer now that Pfizer has lost its future.)
The truly nutty thing about all of this is that Pfizer's meeting last week now appears to be much ado about nothing, a manufactured guide-up that was really about one thing: Don't lose faith in Pfizer, we have this new cholesterol drug!
I panned Pfizer aggressively in these pages and the airwaves, in part because I just believe that companies with no real sales growth don't belong in peoples' portfolios. I was bombarded by people reminding me that Pfizer's about to launch this new drug that would save them.
Man, those critics must be quiet right now. As for me, as I said at the end of Confessions of a Street Addict: better to be lucky than good. "
(in www.realmoney.com)
) os comentários dos analistas como se estivessem a comentar por exemplo os empregos criados na semana: "Bem, esta semana a economia americana criou mais 10000 postos de trabalho, saiu bastante acima do esperado".
)
, estava agora aqui a imaginar (mente terrível 