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Stock Picker:  Big Pharma, Big Opportunities

Andrew Fisher
Monday, 17 Nov 2008 | 8:15 AM ET

Health-care reform is not the only thing big pharmaceuticals have to fear, according to Deutsche Bank's Barbara Ryan. There's also the rapidly-growing dominance of generic prescription drugs. Still, she likes several big-name companies in the field.

"The industry is rapidly restructuring its cost base, and that's driving earnings up," she told CNBC Monday. "I think what we're going to see, in the not-too-distant future, is that the pharma industry gets a lot more aggressive about acquiring biotechnology, which is going to add to their revenue and earnings longer-term." (See her full comments in the video).

Recommendations:

Ryan likes Pfizer, Merck, and Bristol-Myers Squibb.

Among other things, she sees them involved in emerging markets to a much greater extent than the generic drugmakers.

Investing in the O-conomy
Insight on the healthcare sector and the impact once Obama takes office, with Barbara Ryan, Deutsche Bank and Charles Boorady, Citigroup

Disclosures:

Ryan's firm owns more than one per cent of Pfizer, Merck and Bristol-Myers Squibb, and those companies are all investment banking clients of her firm.

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