Catherine Arnold

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.

Schering-Plough shares are most likely to be impacted by first quarter 2006 results.

Schering-Plough shares are most likely to be impacted by first quarter 2006 results.

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.

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.

The U.S. case is more important because of the economic implications. [The U.K. ruling] is a nice psychological boost, but read more

The U.S. case is more important because of the economic implications. [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.