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【技术产业】华尔街基于小范围调查做药厂股票
In three items recently I noted that Wall Street analysts had based their guidance on surveys. Has anyone else noticed how small these influential surveys are?
Today Merrill Lynch published a glowing note on Merck's Januvia based on a poll of just 40 doctors.
A couple of weeks ago FBR published a note on Sepracor's Lunesta based on a survey of just 24 docs.
And it was also FBR in January that based a note on Nektar (Pfizer's Exubera supplier) after reading the highly scientific bulletin boards on Cafe Pharma.
I know that analyst straw polls are not the only thing that affect guidance. And I know that in market research you tend to get the gist of what your customers have to say about your product after surprisingly few interviews.
But still, 24 people? I'm just asking ... [标签:content1][标签:content2]
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作者:admin@医学,生命科学 2011-04-17 05:11
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