Dec 27, 2013 by Stephen D. SimpsonCan Anything Stop Illumina?Illumina, Inc. is stretching its lead in sequencing and finding the diagnostics market increasingly ready to adopt sequencing-based approaches.
Dec 27, 2013 by Stephen D. SimpsonWaters Corporation: Picks And Shovels Don't Always Sell CheapLife science tools companies offer good leverage to growth in drugs and diagnostics, but that leverage doesn't come cheap.
Dec 27, 2013 by Stephen D. SimpsonRoche: Some Companies Rebuild, This One ReloadsRoche is looking to build on a leading oncology franchise with multiple late-stage blockbuster drug candidates.
Dec 26, 2013 by Stephen D. SimpsonWellPoint: Can New Leadership and a Big Acquisition Turn This Laggard Around? WellPoint looks to fix its operational woes amidst the uncertainty of the ACA.
Dec 26, 2013 by Stephen D. SimpsonBaxter International: The Street Is Too Negative On A Proven ChampBaxter is looking at significant new competition in the next year or two, but Wall Street is too skeptical about the company's ability to fight back with new products of its own.
Dec 26, 2013 by Stephen D. SimpsonThermo Fisher Scientific May Be Hard Pressed to OutperformLife Technologies will bring a lot to Thermo Fisher, but are expectations already too high?
Dec 21, 2013 by Stephen D. SimpsonBayer Looks to Nuke CancerIn buying Algeta, Bayer is adding some potentially powerful new approaches to fighting cancer.
Dec 21, 2013 by Stephen D. SimpsonBristol Myers Squibb and AstraZeneca: A Big Break-Up in the Diabetes SpaceA large deal could send ripples through the diabetes space.
Dec 19, 2013 by Stephen D. SimpsonUnitedHealth Ready for the Storm -- and Long-Term SuccessEven with the changes to the U.S. health insurance market, UnitedHealth has positioned itself to continue to prosper.
Dec 19, 2013 by Stephen D. SimpsonA Pain Specialist Buys a Technology Call OptionNuPathe's Zecuity isn't likely to be a blockbuster, but Endo Health has a good chance of making a positive return on this deal.
Dec 18, 2013 by Stephen D. SimpsonA Sleeping Giant About to AwakenThe right acquisition could make Zimmer a quality growth story again.
Dec 17, 2013 by Stephen D. SimpsonA Long-Proven Winner Is Being UnderestimatedThe sell side has a list of worries about this company, but management here is a time-tested value generator.
Dec 16, 2013 by Stephen D. SimpsonNew Ideas Offer Hope for Both Heart Failure Patients and InvestorsHeartware and Sunshine are positioning for a multibillion market opportunity.
Dec 13, 2013 by Stephen D. SimpsonMood-Altering News From the Pharma SpaceBig Pharma falters again, while an underrated CNS specialist delivers a new, better, drug
Dec 12, 2013 by Stephen D. SimpsonMedtronic Unnerves a Major RivalIn the race to market new therapies for high blood pressure, Medtronic inadvertently undermines a rival's clinical trial plans.
Dec 11, 2013 by Stephen D. SimpsonA Sneaky-Smart Med-Tech Buyer Does It Again Covidien's purchase of Given Imaging is a little pricey, but could unlock powerful marketing leverage down the road.
Dec 10, 2013 by Stephen D. SimpsonNew Studies Threaten a Rich Source of Med-Tech ProfitsNew data supports the idea that drug-eluting stents are used more often than they need to be.
Dec 6, 2013 by Stephen D. SimpsonCelldex Uses the Immunotherapy Boom to Build Its War ChestCelldex didn't sell at the top, but the company executed a solid equity raise that should fund years of development.
Dec 6, 2013 by Stephen D. SimpsonHigh-Risk Pipeline Candidates and Limited Options Make Novartis an Iffy Buy CandidateWith a lot of attention on high-risk programs and unlikely strategic moves, Novartis may struggle to outperform from these levels.
Dec 3, 2013 by Stephen D. SimpsonDoes Sanofi Need to Turn to M&A to Bulk Up Its Oncology Assets?Recent trial failures and earmarked M&A funds may mean that Sanofi turns to deals to build its oncology franchise.
