Archive for May, 2009

The story that the market sees is all about Liptor, the wildly successful treatment for high cholesterol.  The patent for Liptor expires in 2011, and the market is concerned that Pfizer won’t be able to pick up the slack when generics close in on Liptor’s market when the patent expires.  A subtext to this... »

The E*Trade story is familiar:  a successful company ventures out of its core business and gets burned.  E*Trade was doing just fine as one of the top online brokerage platforms in the industry, but it expanded big into mortgages and that’s where the trouble began. Any serious look into E*Trade requires some consideration of numbers—and... »