Jul 16, 2014 by Stephen D. SimpsonAbbott Labs Stock Earnings: Why Steady Isn't EnoughAbbott did well on expenses, but driving better revenue growth needs to be the priority soon
Jul 15, 2014 by Stephen D. SimpsonCan Roche Find Rare Success In Alzheimer's?Roche is about to release phase 2 data that could redefine its opportunity in this extremely hard-to-treat disease
Jul 15, 2014 by Stephen D. SimpsonJohnson & Johnson Ups The DosageThe pharmaceutical business continues to drive nearly all of the growth at this healthcare giant.
Jul 14, 2014 by Stephen D. SimpsonCan Anything Derail Salix Pharmaceuticals?Expanded labeling for the sub-q form of Relistor could add $100 million in revenue, but doesn't change the business to a large extent
Jul 14, 2014 by Stephen D. SimpsonAbbott And Mylan: Winners and Winners?Abbott and Mylan strike an uncommon bargain for Abbott's European drug business
Jul 14, 2014 by Stephen D. SimpsonAbbVie and Shire Close, but Not There YetShire and AbbVie seem to have found their price, but other factors could still derail the deal
Jul 13, 2014 by Stephen D. SimpsonThe Truth Behind Obamacare's Job-Killing TaxThe ACA has had less impact on the med-tech industry, for good or ill, than widely expected
Jul 10, 2014 by Stephen D. SimpsonIs This Huge Market Slowing Down?Major joint companies aren't seeing a major pickup in demand for hips or knees
Jul 9, 2014 by Stephen D. SimpsonFleeing Taxes, Salix Pharmaceuticals Moves to IrelandSalix joins the gold rush toward tax inversion
Jul 3, 2014 by Stephen D. SimpsonObamacare and Medicare Advantage: How WellPoint Could OutperformWellPoint is definitely improving under the care of new management
Jul 2, 2014 by Stephen D. SimpsonRoche Holding Ltd Is Betting Billions on This New BlockbusterRoche's move to pay as much as $2 billion for Seragon is a major vote of confidence for an unproven therapy approach
Jul 2, 2014 by Stephen D. SimpsonWhy Salix Pharmaceuticals' Good Data Wasn't GreatSalix was short on specifics but word of a successful IBS-D study should calm some nervous stomachs among investors
Jul 1, 2014 by Stephen D. SimpsonUp 8%: Does Cooper Companies Inc's Buyout Make Sense?Cooper's deal for Sauflon isn't cheap, but adds valuable products and potential growth leverage
Jul 1, 2014 by Stephen D. SimpsonTime to Buy a Stumbling UnitedHealth Group, Inc?UnitedHealth had some operational issues earlier this year, but remains a well-run managed care company
Jun 30, 2014 by Stephen D. SimpsonMannKind Stock: Afrezza Approved at Last, But Will Sales Disappoint?MannKind finally got its approval for inhaled insulin, but the marketing challenges are only beginning.
Jun 27, 2014 by Stephen D. SimpsonAuxilium Pharmaceuticals Inc Joins the Buyout BonanzaAuxilium's acquisition of QLT guarantees dilution but could produce tax benefits down the road if profits improve
Jun 25, 2014 by Stephen D. SimpsonA Smart Move for Endo International?Endo International PLC management continues to build value through acquisitions
Jun 24, 2014 by Stephen D. SimpsonA Big Step Forward for Vertex Pharmaceuticals, IncVertex's phase 3 data on combo therapy for cystic fibrosis were not flawless, but they were good enough to answer the bears
Jun 23, 2014 by Stephen D. SimpsonBoston's Watchman Under New FDA ScrutinyBSX's announcement of a third panel meeting for the Watchman device is a small setback, but a setback nonetheless.
Jun 20, 2014 by Stephen D. SimpsonWho Will Win This $45 Billion Market?Novo's position in diabetes looks safe, while Lilly has bold plans to be a share-gainer.
