"The Big Pharma strategy is now clear: Buy game-changing biologic platform companies that have proprietary technology that can be used across their pipelines.
We are in the process of adding more 200%-500% biologic platform monsters to our list. And they will come from those biologic technology companies that are in Phase II trials with well-tolerated blockbuster-potential technologies that address multi-billion-dollar treatment markets.
Mark your calendars ... by the end of the next 12-18 months you and I will witness the greatest biotechnology land grab in the history of pharmaceuticals. Big Pharma does not have the 15 years Pfizer invested in torcetrapib to make-up for its withering pipelines.
Nor will Big Pharma have the market cap to swap stock with targeted companies. This is going to be a cash transformation.
Pfizer is already seeing the reality of its duplicative sales force -- but cutting 20% of that force gets them only halfway to a realistic staff level.
Add in the Democrats' desire to increase discounts from the pharma industry to government health plans, and you now have the perfect storm for industry transformation.
Given that the pharma sector itself is almost a $300 billion industry, this transformation is one of the biggest in commercial history.
This is your wake-up call! The Great Pharma Transformational ChangeWave has now started in earnest.
You must have an investment stake in this humungous transformation -- ChangeWaves like these only come around once or twice in a lifetime."
We are in the process of adding more 200%-500% biologic platform monsters to our list. And they will come from those biologic technology companies that are in Phase II trials with well-tolerated blockbuster-potential technologies that address multi-billion-dollar treatment markets.
Mark your calendars ... by the end of the next 12-18 months you and I will witness the greatest biotechnology land grab in the history of pharmaceuticals. Big Pharma does not have the 15 years Pfizer invested in torcetrapib to make-up for its withering pipelines.
Nor will Big Pharma have the market cap to swap stock with targeted companies. This is going to be a cash transformation.
Pfizer is already seeing the reality of its duplicative sales force -- but cutting 20% of that force gets them only halfway to a realistic staff level.
Add in the Democrats' desire to increase discounts from the pharma industry to government health plans, and you now have the perfect storm for industry transformation.
Given that the pharma sector itself is almost a $300 billion industry, this transformation is one of the biggest in commercial history.
This is your wake-up call! The Great Pharma Transformational ChangeWave has now started in earnest.
You must have an investment stake in this humungous transformation -- ChangeWaves like these only come around once or twice in a lifetime."
