Jun 20, 2014 by Stephen D. SimpsonWill Shire's Journey End in a Ring?After months of rumors, a major pharmaceutical company makes a firm offer for this hot rare disease specialist
Jun 19, 2014 by Stephen D. SimpsonIs Pfizer Putting the Car-T Before the Horse?Pfizer has moved to establish a good preclinical presence in a promising emerging cancer therapy class
Jun 17, 2014 by Stephen D. SimpsonIs Roche's Dividend In Danger?Roche faces significant competition and threats from generic manufacturers, but has a comfortable cushion to support its dividend
Jun 16, 2014 by Stephen D. Simpson3 Undervalued Amgen Growth Opportunities to WatchAmgen's pipeline may not have huge mega-blockbusters, but there are some promising drugs worth watching
Jun 16, 2014 by Stephen D. SimpsonMedtronic Changes the GameMedtronic's eye-popping deal for Covidien is a great move for a company looking to the long-term future of healthcare
Jun 15, 2014 by Stephen D. SimpsonWill Apple's New Health Care Push Pay Off?Apple and Google are both making inroads into the healthcare arena.
Jun 11, 2014 by Stephen D. SimpsonIs Medtronic a Buy? What Analyst Day RevealedMedtronic's Analyst Day was very thorough, though not really full of game-changing revelations
Jun 10, 2014 by Stephen D. SimpsonWill Merck's Bold Hepatitis C Play Pay Off?Merck's deal for Idenix is all about establishing long-term viability in the emerging HCV space
Jun 2, 2014 by Stephen D. Simpson3 Reasons to Like ZoetisAlthough it doesn't offer a bargain bin price, Zoetis offers a very strong business in an attractive industry
May 29, 2014 by Stephen D. SimpsonWhy Stryker Should Buy Smith & NephewA bid for Smith & Nephew may not be sexy, but it would be smart.
May 29, 2014 by Stephen D. SimpsonWhy Valeant's Offer Is Unlikely to Move the NeedleValeant's new and improved offer isn't that new, or that much improved.
May 27, 2014 by Stephen D. SimpsonIs Biogen Idec Inc a Buy?A strong Tecfidera launch, rising expectations for the hemophilia franchise, and a pipeline rich in high-potential drugs has kept this biotech off the rocks as the sector tosses around
May 27, 2014 by Stephen D. SimpsonJohnson & Johnson Focusing on Quality Over QuantityA focus on scale and returns should be good news to JNJ shareholders.
May 23, 2014 by Stephen D. SimpsonCan Novartis AG Maintain Its Momentum?Surprisingly good results from a heart failure drug don't completely shift the story for this Swiss drug giant
May 22, 2014 by Stephen D. SimpsonGood News at Boston Scientific: What's NextThree recent developments help Boston Scientific, but don't fundamentally alter the thesis
May 20, 2014 by Stephen D. SimpsonWhy I'm Still Bullish on MedtronicMedtronic has seen several setbacks, but the underlying free cash flow still supports a higher stock price.
May 19, 2014 by Stephen D. Simpson4th Time Not (Yet) the Charm for PfizerPfizer tries again to make a deal for AstraZeneca, but the target won't budge.
May 16, 2014 by Stephen D. SimpsonASCO 2014: Making and Breaking Cancer DrugsMultiple abstracts support growing investor enthusiasm for Big Pharma's immuno-oncology efforts.
May 14, 2014 by Stephen D. SimpsonHealthcare Buyout Mania: Now What?In less than 48 hours, investors have seen significant updates on five pharmaceutical M&A deals.
May 13, 2014 by Stephen D. SimpsonAlnylam Pharmaceuticals, Inc. Managing Multiple Irons In The FireAlnylam continues to add candidates to its clinical pipeline