Nov 22, 2016 by Stephen D. SimpsonWill This Franchise Lead Celgene To Over $20 Billion in Revenue?Building on the success of Revlimid, Celgene is targeting new hematological oncology markets that could double its revenue in a decade or less.
Oct 31, 2016 by Stephen D. SimpsonCelgene Boldly Targeting $6 Billion (or More) in New BusinessReinvesting the proceeds from a blockbuster cancer franchise into new drugs for autoimmune diseases may open the door to billions in future revenue for this leading biotech.
Jul 29, 2014 by Stephen D. Simpson3M Delivers Again, but Mind the MultipleGood organic growth and margin expansion support 3M as a leader in the industrial space, but valuations are getting steep.
Jul 28, 2014 by Stephen D. SimpsonEMC Corporation Is Gaining Share, But Facing a Fight to Keep Its Business Model IntactEMC appears to be taking share in a still-weak storage market, but management may have to fight to keep its vision of the company intact.
Jul 28, 2014 by Stephen D. SimpsonWeatherford International Rebuilding Trust, but Needs to Rebuild the BusinessWeatherford continues to deliver asset sales and margin improvements, but a lot of work still lies ahead
Jul 25, 2014 by Stephen D. SimpsonBoston Scientific Stock Down Slightly on EarningsBoston Scientific reported surprising growth from supposedly low-growth segments, but the way forward is still hazy
Jul 24, 2014 by Stephen D. SimpsonKeep Calm and Carry On, Roche StockRoche continues to build upon the strongest oncology franchise in Big Pharma but could still use some non-oncology hits
Jul 24, 2014 by Stephen D. SimpsonWith Baseband Finished, Higher-Margin Broadcom Looks for New DriversExiting baseband provides an immediate boost to margins, but finding new sources of revenue growth is vital for a better multiple.
Jul 23, 2014 by Stephen D. SimpsonWhy the Market Is Wrong About Intuitive Surgical StockGood system sales and procedure volume growth are helpful but not entirely convincing
Jul 22, 2014 by Stephen D. SimpsonIs Alkermes plc Stock Undervalued?Strong science and underserved markets can fuel further gains from this delivery-focused biopharma
Jul 21, 2014 by Stephen D. SimpsonAllergan Stock Earnings: Good Enough to Fight off Valeant?Allergan's strong second quarter earnings may help its takeover defense; a defense that is starting to aggravate Valeant
Jul 20, 2014 by Stephen D. SimpsonWhy Google Could Transform How We SeeNovartis and Google decide to work together on sci-fi eyes.
Jul 18, 2014 by Stephen D. SimpsonHeavy Static At Danaher Corporation Weak results in test & measurement and frustration over a lack of big M&A weighs on the shares
Jul 18, 2014 by Stephen D. SimpsonAbbVie Inc. Wins the ShireAbbVie comes to terms for a deal that will significant reduce its tax bill and add some valuable diversification
Jul 18, 2014 by Stephen D. SimpsonStryker Corporation Stock Coming Through With GrowthEven with pricing worries and weak spine results, Stryker is among the fastest-growing large med-techs
Jul 18, 2014 by Stephen D. SimpsonWhy the Market is Wrong About Baxter StockBaxter beat the skeptics this time, and still has a solid long-term outlook
Jul 17, 2014 by Stephen D. SimpsonForget Earnings: Catalysts Incoming for Novartis StockNovartis's second quarter earnings were ho-hum, but that's not why investors are bullish about the shares
Jul 17, 2014 by Stephen D. SimpsonJPMorgan Chase & Co's Broad-Based Beat Restores Some ConfidenceGood revenue growth, particularly in core loans, helped fuel an across-the-board beat for this giant bank
Jul 16, 2014 by Stephen D. SimpsonSt. Jude Medical, Inc. Still Feeling the LoveSt. Jude Medical's momentum in CRM is proving more resilient than the skeptics would believe
Jul 16, 2014 by Stephen D. SimpsonShould Roche Buy Exelixis?A successful phase 3 study has started rumors that Roche may bid for Exelixis
