Tuesday, January 29, 2019

In Which "Pfizer Manages To Disappoint... Everyone": John Carroll's Got It -- Spot On.


Head's up, to one and all: Endpoints is a great resource. Do go subscribe.

I mention Pfizer's Q4 and year end conference call this morning, mostly because Merck is up -- on Friday. But in truth, I think Merck will post better results, and a better outlook, than Ian Read just did, on the last lap of his career.

Here is a link to his latest (subs. req.), and a bit, from his tweets:

. . . .Year End 2018 conference call: prices flat to lower, generics biting, forecast sours, new drugs aren't killer blockbusters and Bavencio flounders. Yes, Pfizer as Read retires, is at the crossroads (again). . . .


Oh. And it was 174 years ago this morning, that Sir E. Poe first published what became "The Raven" under his own name. Thus the symbiotic graphic at right -- though in contrast, it may fairly be said that he disappointed. . . no one, that day. Smile. Onward -- headed to minus sixty degrees Farenheit (wind-chills, and an actual of about minus twenty-one), tonight -- but under azure skies this morning.

नमस्ते

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