Catherine Arnold

This is half the savings that Pfizer achieved with its recently announced program.

This is half the savings that Pfizer achieved with its recently announced program.

After a long product portfolio transition, we forecast that Bristol-Myers could return to a period of sustained high teens earnings read more

After a long product portfolio transition, we forecast that Bristol-Myers could return to a period of sustained high teens earnings per share growth in 2007-2010.

We just can't get there. Maybe they see something we don't see.

We just can't get there. Maybe they see something we don't see.

The U.S. case is more important because of the economic implications. It (the U.K. ruling) is a nice psychological boost read more

The U.S. case is more important because of the economic implications. It (the U.K. ruling) is a nice psychological boost but you can't extrapolate the U.S. ruling from this because of the different legal standards.

We think the downside risk here is modest. Merck has fundamental challenges ahead based on its base business. We really read more

We think the downside risk here is modest. Merck has fundamental challenges ahead based on its base business. We really concluded the stock is trading incorporating these items.