May 11, 2014 by Stephen D. SimpsonValeant Pharmaceuticals's Earnings Take a Back Seat To Allergan NewsValeant's miss on sales is likely to go almost unnoticed in its pursuit of Allergan
May 8, 2014 by Stephen D. SimpsonCan Allergan Remain Independent of Valeant?Good earnings don't make a strong enough case for Allergan to stay independent
May 8, 2014 by Stephen D. SimpsonWhy Merck's Bayer Deal Makes SenseMerck got a great price for its consumer health business and continues to push its oncology platform forward.
May 6, 2014 by Stephen D. SimpsonWhy 3M Co's Performance Is Better Than It LooksInvestments intended to improve long-term growth are moderately some of 3M's present day leverage.
May 6, 2014 by Stephen D. SimpsonDoes Stryker's Skid Offer a Buying Opportunity?Stryker has been a little weak, but temporary weakness means opportunity for long-term investors
May 5, 2014 by Stephen D. SimpsonAfter Missing Earnings, Is Pfizer a Good Value?Pfizer's first quarter comes up a little weak, but investors care far more about the bid for AstraZeneca
May 2, 2014 by Stephen D. SimpsonIs Becton, Dickinson and Company a Buy?Investors seemed more troubled by the few things that went wrong in the fiscal second quarter than the larger number of things that went right
May 1, 2014 by Stephen D. SimpsonAre Investors Putting Too Much Faith In Novo Nordisk?Novo Nordisk carries a steep multiple, but also an uncommonly strong franchise in biopharmaceuticals
Apr 30, 2014 by Stephen D. SimpsonAre Boston Scientific Corporation's Little Misses Pilling Up?Boston Scientific is still not producing high-quality quarters, despite ongoing Wall Street enthusiasm for its turnaround
Apr 28, 2014 by Stephen D. SimpsonFor Forest Labs, Inc, Deals Are Coming Fast And FuriexAcquiring Furiex and its highly complementary IBS drug looks like a very good deal for Forest Labs.
Apr 28, 2014 by Stephen D. SimpsonDo Disappointing Earnings Create a Good Buying Opportunity?Fiscal second quarter results don't tell the full story on the value of this top-notch med-tech giant.
Apr 28, 2014 by Stephen D. SimpsonThe Clouds Are Parting for Weatherford InternationalWeatherford management appears serious about recrafting the company into a higher-margin service provider with much less overlap with the big three.
Apr 24, 2014 by Stephen D. SimpsonExecution Key to Cameron International Corp Unlocking More ValueCameron has the technology and the market share, but prolonged execution issues are still getting in the way.
Apr 24, 2014 by Stephen D. Simpson$13 Billion Bold Play: Zimmer Holdings, Inc's Purchase of BiometZimmer's move to consolidate major joint recon should lead to significant cost savings, but top line growth could remain a challenge
Apr 23, 2014 by Stephen D. SimpsonCan Allergan Find an Alternative To Valeant?Valeant has made a bold bid for Allergan, but Allergan does not appear too happy to see it.
Apr 23, 2014 by Stephen D. SimpsonIllumina Inc's Seemingly Endless Victory LapIt's harder to call Illumina overpriced when it continues to surpass bullish expectations and build its lead on rivals
Apr 22, 2014 by Stephen D. SimpsonIs This a Good Deal for Novartis AG and GlaxoSmithKline plc?Novartis and GlaxoSmithKline execute multiple transactions to add profitable scale and streamline their operations.
Apr 21, 2014 by Stephen D. SimpsonPfizer, Inc. Rebuffed: Is AstraZeneca plc Worth Another Try?Pfizer's rumored deal for AstraZeneca would be a bold bid for scale in oncology and immunology
Apr 17, 2014 by Stephen D. SimpsonEven With A Change At The Top, Danaher Corporation Will Roll OnA change in the CEO, sluggish near-term trends, and a more competitive M&A market isn't likely to lead to big changes.
Apr 16, 2014 by Stephen D. SimpsonSt. Jude Medical Inc.: In-Line Is Just Not Good EnoughExpectations may be the bigger challenge for St. Jude these days
