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Message from discussion Is it time to sell Novartis?
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rosesryell...@yahoo.com  
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 More options Jul 19 2007, 3:30 am
From: rosesryell...@yahoo.com
Date: Thu, 19 Jul 2007 00:30:04 -0700
Local: Thurs, Jul 19 2007 3:30 am
Subject: Is it time to sell Novartis?
Man, I never thought I'd say this. I love Novartis and have held it
for almost a year and believe that it is a very well run company. Also
a great way to hold a solid international stock. It has the great
Sandoz generics and a good long term pipeline. However, it has had a
combination of unfortunate events that even in this industry was
highly unlikely. The market is doing very well right now with lots of
opportunities for growth... while I have no doubt that Novartis will
recover from this and become a thriving company once again I do not
see the stock doing much of anything in the next 6-12 months. I
weathered the Zelnorm situation, Lamisil patent expiration and loss to
Teva for generic replacement, but now long-term Galvus delays also?

Even a few weeks ago I wasn't even considering selling. But I have to
admit that perhaps the capital is better spent elsewhere right now...

I was wondering what others think also?


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