Summer Reading List….

Despite the relatively mild winter in Chicago (our home base), Chicagoans always greet summer in near fanatical fashion. For me it’s a time to be outdoors as much as possible and catch up on some reading. We put out a reading list some time ago and figured we’d update with a few other entries on…

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Litigation Begets Litigation

Johnson and Johnson’s legal struggles and what it means for stockholders All companies, particularly drug companies have seen their share of lawsuits, and Johnson and Johnson (JNJ) has not been immune to legal action. This is of some concern to In Sickness and Wealth as JNJ has been in its portfolio for decades. And while…

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Strategic Discussions… for Potential Investing

The 8th Annual Becker’s Hospital Review brought together more than 2000 business and strategy leaders from around the country. The topic: “How to improve your hospital and its bottom line in these challenging but opportunity-filled times,” with the best minds in the field discussing Accountable Care Organizations, physician-hospital integration, patient access, quality measures, reimbursement, cost…

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Earnings season in full swing

Well, for Chicago Blackhawk hockey fans, the boo birds were out in full force the other night as the three time Stanley Cup champions (3 times in the past 7 years) were blanked by Nashville on home ice 5-0. By the end of the game, the crowd seemed ready to lynch their “beloved” champs. Now,…

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New FDA Approval: Dr. Gottlieb?

Most investors would agree that the key drivers for the performance of healthcare stocks are revenues, earnings, cash flow, and (in some cases) dividends. Furthermore, a company’s portfolio of existing products and their pipeline of potential new products weigh heavily on future revenues and earnings.  With big pharma and biotech, portfolio and pipeline are critical.…

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