Week 83 (16.11.08)

Learn

The Competitive Early Warning System:Continued War Gaming (Pg 97)

"Vulnerabilities" are identified using SWOT exercise.

Unlearn

NIL

Relearn

Analyzing Pfizer's SWOT as below:

Strength
Financial resources to pursue licensing and acquisition activity as well as support share repurchases.
Large primary care and global commercial sales infrastructure to attract partnering opportunities.
Deep mid to early stage pipeline with over 100 compounds in clinical development.

Weaknesses
Declining sales base of leading Lipitor franchise.
High level of patent expiration exposure over next few years.
Lack of visible pipeline and poor track record in recent late stage product development.

Opportunities
Pursue new product acquisition opportunities to support near-term top line growth.
Develop more profitable operation through restructuring.
Capitalise on more biologic opportunities with new centre.

Threats
Lipitor patent challenges in various global markets.
Increasing penetration of competing statins and alternate treatments in the cholesterol market.
Champix, new product safety concerns may hold back performance of this high growth franchise.