Tim Anderson Quotations

Pfizer is using curious language to describe 2006, saying 'while we are pleased that 2005 exceeded previous expectations, investors should be aware that the factors driving performance may differ materially in 2006. We are not sure what to make of this choice of words.

She did a great job. She's a senior, a three-year varsity starter -- we expect that from her.

Half a dozen will jump in fairly quickly.

Our hope (in this case) is we will get a cold hit, ... It's important that we put this case to rest.

I'm hoping they'll come out with more than they did on Jan. 20, when they weren't as forthcoming as I was hoping.

I think that the stock's probably washed out for a while,

I think that the FDA will follow up with full approval,

The quarter was good in that they didn't have anything negative at a time when a lot of people are wary about earnings,

Merck tells an interesting story, yet the five-year revenue and earnings growth guidance seems far-fetched.

While the breast cancer data is interesting, we don't think it will translate into a significant new revenue stream.

While the company beat earnings (expectations), sale for several key franchises lagged our estimates.

There are some names out there, like Wyeth, for example, that, you know, the base business is in good enough shape, where they actually don't need much coming out of the pipeline,

The proof of the pudding will be what are the benefits at the checkpoint. Will you be able to move through faster? If so, I think this will be a very well-received program.

The real pivotal one will be Claritin, ... You could see some very good growth there.

We wanted to try to get all the way to the clubhouse and settle it on the last hole and we got there.

With their amount of cash, if Pfizer couldn't get growth organically, I figured they would buy their growth through more acquisitions.

The stock has reached our target of $44 and we have difficulty raising it much from here.

You've had nothing but bad news on the group, ... It's a reason why the stocks are cheap generally.

Although the company met consensus, the quality of earnings was poor, in our view, because sales growth was weaker than we forecast, expenses were lighter than expected, interest income was above guidance, and the tax rate was significantly below historical levels.

A lot of them suffer from stress and anxiety and they don't know why. And then we look at their schedules. They have expectations that they have to be on the hockey team, the math team, the debate team.

Schering will be coming out with a second generation (Claritin) drug in the next few months, so it depends how many people they convert (to the new drug), ... They could be in Merck's shoes a few quarters from now, but I don't think they have the visibility to say.

This is a surprising move because seldom are 'at risk' launches done ahead of having even a district court ruling.

This is a pretty good deal for King. It brings them into new therapeutic areas and shows management is aggressive.

This is great news. I really hope other schools in the area will take advantage of this and start participating.

I had the good fortune of knocking my 2-3-foot putt in on the last hole and Doug's just burnt the edge. He was a great competitor.

The beat was based on a combination of strong top-line growth, increased equity income, and higher other revenue. Merck deserves credit for starting to take action to put itself back together again and investors are clearly taking up the story.

The biggest hurdle in deals like these is the management issues - who will run the company.

It's tough to win doing that. They miss the shot but when you don't rebound the ball it leaves you vulnerable for another shot and you see what happens.

It was a good quarter and quiet with no surprises, which is never a bad thing.

In addition to that, he does not go into customers' homes alone. I have another technician that goes with him on every single job. We've taken precautions.

Anything that moves it forward is a good thing, and this looks like it's moving forward.

The global pharmaceutical group multiple on 2006 earnings-per-share estimates is currently about 15 times, and Pfizer currently trades at 10.9 times.

You've got the good with the bad with the sector, ... The good being that you've got good products and fundamentals and the bad being that you've got some negative headlines.

The company's not going out of business, but ironically it's acting like a cyclical, which drug companies aren't supposed to do. The turnaround may not happen for a couple of years, but it's a well run company that just happens to be facing a lot of problems.

The concern is that Bristol could be the next shoe to drop as far as patent expiration and reining in the numbers, ... But the company has a pretty decent late-stage pipeline.

They have a more complicated structure and require more complicated processing. Our role is to better understand the and transfer the technology to industry.

The private sector believes they can make money at this, and we hope they do.

We expect the company to put up a good show, give guidance that is ahead of consensus and not have any significant negative surprises.

It's a great following. It's our pro sport.

We just had to bounce back strong. This was a statement our team had to make.

It's been a long frustrating case, ... We would really like to get some help from the public.

This is the top of the market in Evanston.

They're looking for a new chief executive. There is a strategic review going on looking at whether all the business should be bought or parts of it.