Stock Opinions by Samuel D. Isaly - Stockchase Experts
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Samuel D. Isaly

On Stockchase since : Aug 2004

Portfolio Manager at Eaton Vance Worldwide

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Stock Opinions by Samuel D. Isaly - Stockchase Experts

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Novartis AG(NVS-N) 

August 13, 2004

Growing very well. Their biggest drug is for high blood pressure but also have a good product line for cancer treatment. Not many patent exposures in the near-term.
biotechnology/pharmaceutical
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Growing very well. Their biggest drug is for high blood pressure but also have a good product line for cancer treatment. Not many patent exposures in the near-term.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Samuel D. Isaly

Portfolio , Eaton Vance Worldwid...

Price Price
$45.760
Owned Owned
Yes

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TOP PICK
Eli Lilly & Co.(LLY-N) 

August 13, 2004

Lots of new products. Rapid profit growth.
biotechnology/pharmaceutical
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Lots of new products. Rapid profit growth.
biotechnology/pharmaceutical
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Samuel D. Isaly

Portfolio , Eaton Vance Worldwid...

Price Price
$61.570
Owned Owned
Yes

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TOP PICK
Amgen Inc.(AMGN-Q) 

August 13, 2004

A very rapidly growing company. Earnings per share growth is in excess of 20% yearly. PE ratio barely more than that.
biotechnology/pharmaceutical
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A very rapidly growing company. Earnings per share growth is in excess of 20% yearly. PE ratio barely more than that.
biotechnology/pharmaceutical
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Samuel D. Isaly

Portfolio , Eaton Vance Worldwid...

Price Price
$54.360
Owned Owned
Yes

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TOP PICK
Has a low market cap. Have a drug that extends life in lung cancer which should be approved around the turn of the year.
biotechnology/pharmaceutical
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Has a low market cap. Have a drug that extends life in lung cancer which should be approved around the turn of the year.
biotechnology/pharmaceutical
0 0 0 0 0
0 comments
Samuel D. Isaly

Portfolio , Eaton Vance Worldwid...

Price Price
$53.710
Owned Owned
Yes

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