Alzheimer’s update…

Eli Lilly became the latest stock to sink in reaction to bad news, as its Alzheimer’s drug Solanezumab failed to improve losses in cognition in late-stage clinical trials. The stock dropped more than 10 percent in one trading session, as…continue reading

The Most Unlikely of Outcomes

With Hillary Clinton ahead in nearly every poll (despite the FBI probes), it looked like she would win the election with little difficulty. Republicans were worried about losing the Senate and possibly the House. And big pharma and biotech investors…continue reading

Playing Torpedoed Stocks

A post-mortem on McKesson and Diplomat Pharmacy: I recently read an analyst report from UBS that recommended an overweight position in the healthcare sector. I agree with the report in that the healthcare sector represents far better value than it…continue reading