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1.  Re: Potential Bidders 
I am thinking DELL or ORCL would make a nice fit. DELL as means to use their own computers (and increase margins) and ORCL for their databasing expertise. Both...
Business & Finance > Investments > Stocks (A to Z) > Stocks A  >  Allscripts-Misys Healthcare Solutions, Inc.
  logik1945   22-Dec-09 07:43 am
 
2.  Re: Arbiter 6 - HALTS Early Termination Publishes Monday the 16th 
http://www.reuters.com/article/marketsNews/idCNN156345220091116?rpc=44 "This trial doesn't quite put the nail in the coffin for ezetimibe, but it pushes it way down on the list of medications for cholesterol...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   15-Nov-09 08:52 pm
 
3.  Re: Important Points From Arbiter 
Seems like both editorials are negative towards use of Zetia until outcomes trials prove its value. Maybe the Morgan Stanley analyst was correct in citing that...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   15-Nov-09 08:42 pm
 
4.  Re: Important Points From Arbiter 
"Thus, we hypothesize that the seemingly paradoxical association of greater ezetimibe-induced reduction of LDL cholesterol level with a greater increase in carotid intima–media thickness is...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   15-Nov-09 08:23 pm
 
5.  Important Points From Arbiter 
"Niacin showed superior efficacy to ezetimibe regarding the change in the mean carotid intima–media thickness at both 8 and 14 months (Figure 2), with similar findings for the maximal thickness...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   15-Nov-09 08:20 pm
 
6.  Re: Arbiter 6 - HALTS Early Termination Publishes Monday the 16th 
Might be the smart move, might take a little while to shake out. Especially if it looks like the 4.5 bil/yr in Vytorin/Zetia sales looks like it'll end up going down to 1-2 bil or...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   15-Nov-09 09:17 am
 
7.  Re: Arbiter 6 - HALTS: Merck "Jumps the Couch" 
That press release was pretty transparent that they are doing damage control before Monday. Support at around 30, but I think it breaks through and settles down around 27-28 or so. There...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   14-Nov-09 04:01 pm
 
8.  Re: Arbiter 6 - HALTS Early Termination Publishes Monday the 16th 
I saw that one of secondary endpoints looks at cardiac events. Could be one of the keys the media will look at in addition to the CIMT measurements. Merck is ...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   14-Nov-09 01:15 pm
 
9.  Re: CardioBrief.Org Article 
http://cardiobrief.org/2009/11/02/arbiter-6-wall-s treet-chorus-predicts-outcome-publication-and-edit orials/
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   13-Nov-09 11:21 pm
 
10.  Re: CardioBrief.Org Article 
Leerink says this is a key "editorials in medical journals" _____________________________ "The report notes that in the immediate aftermath of ARBITER 6 the most important...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   13-Nov-09 10:27 pm
 
11.  CardioBrief.Org Article 
ARBITER-6 Family Feud: And the survey says… Posted on November 10, 2009 by Larry Husten If cardiology and medicine were as simple as Family Feud then ARBITER-6 would already be decided. (For...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   13-Nov-09 10:22 pm
 
12.  Re: Morgan Stanley - Rates "Equal Weight" 
Found good coverage of the study coming out on Monday morning on CaridoBrief.org. http://cardiobrief.or g/?s=arbiter
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   13-Nov-09 07:32 pm
 
13.  Re: Morgan Stanley - Rates "Equal Weight" 
Huckman thinks Arbiter is going to be a big deal as MRK downplays to him... ____________________________ Merck: Both Sides Now Published: Friday, 13 Nov 2009 | 11:55...
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   13-Nov-09 07:28 pm
 
14.  Morgan Stanley - Rates "Equal Weight" 
Merck (MRK Quote) rated new Equal-weight at Morgan Stanley. $34 price target. Expect no earnings growth through 2013, as the expectations in the cholesterol franchise are likely too high.
Business & Finance > Investments > Stocks (A to Z) > Stocks M  >  Merck & Co., Inc. (MRK)
  logik1945   12-Nov-09 05:29 pm
 
15.  Re: Revenue a little light 
I don't know... Seems pretty good to me... Do you really want to quibble over 100mil -- what is that for a miss... NOT MUCH!
Business & Finance > Investments > Stocks (A to Z) > Stocks T  >  TRICON Global Restaurants (YUM)
  logik1945   6-Oct-09 04:19 pm
 
16.  Re: "What Happened" 
hit resistance at 58, pull back to the 50sma and reversed today to close positive.
Business & Finance > Investments > Stocks (A to Z) > Stocks P  >  Panera Bread Company (PNRA)
  logik1945   24-Sep-09 06:06 pm