We anticipate a relief rally for pharmaceutical stocks.

We'd get some sort of relief rally, ... And then we'd have a sobering up.

Rally for Relief: Oriental's Response to the Victims of Hurricane Katrina

It's hard to sustain a bond market rally with stocks doing as well as they're doing.

Instead, it was driven by the core business and a lower tax rate.

It is possible that pharmaceutical group stock momentum could carry (Lilly) higher, but we believe the risk/reward warrants a neutral rating.