The pharmaceutical sector is infested with a severe case of yeah-buts.
Yeah, Pfizer
Then there's Wyeth
For now, though, Wyeth continues to do all right. Revenue was up 5% in the quarter, with 7% growth in pharmaceutical sales leading the way. Though Effexor was down slightly this quarter as generics bit into the branded depression drug market, it still contributed a big chunk of the company's revenue. Growth was a bit more promising for compounds such as Protonix, Rapamune, and Prevnar, and the marketing partnership on Enbrel -- Amgen
Although the final bill for diet drug litigation is still up in the air, I don't think Wyeth's management is just going to sit around and wait. Rather, I would expect the company to get a bit more active in looking to license in new compounds and drug candidates. Of course, I expect that many within the industry are having that same thought, so it will be interesting to see whether bidding wars erupt.
I do like this company, and I wish the growth outlook were better. At this point, though, I'm just not so sure that new compounds for the treatment of depression, schizophrenia, and osteoporosis are going to offset patent exclusivity losses enough to really keep growth moving. With that in mind, I'm in no hurry to pay a slight premium to the peer group to own these shares today.
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Pfizer is a Motley Fool Inside Value recommendation. Merck is a Motley Fool Income Investorpick.
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Fool contributor Stephen Simpson has no financial interest in any stocks mentioned (that means he's neither long nor short the shares).