Apr 16, 2014 by Stephen D. SimpsonAbbott Labs Earnings: Still Marking TimeAbbot's long-term potential is masked by its weak near-term growth.
Apr 15, 2014 by Stephen D. SimpsonHow Much Has Merck Shaken Up the Hepatitis C Race?Recent data presentations at the EASL conference highlight the emerging competition in hepatitis C.
Apr 15, 2014 by Stephen D. SimpsonJohnson & Johnson's Earnings Report ImpressesPersistent strength in pharmaceuticals drives a strong beat, but valuation seems appropriate.
Apr 15, 2014 by Stephen D. SimpsonThis Forgotten Pharma Could Be a Hit for Your PortfolioRoche combines a very deep oncology pipeline with some of the best growth and margins in Pharma
Apr 14, 2014 by Stephen D. SimpsonEdwards Lifesciences Corp Scores A Potentially Major Legal Ruling Against MedtronicEdwards Lifesciences wins a rare injunction that could block competition to its Sapien valve through 2016.
Apr 11, 2014 by Stephen D. SimpsonWhat's Behind Intuitive Surgical Inc's Revenue Miss?Intuitive misses already-lowered Q1 expectations by a wide amount.
Apr 9, 2014 by Stephen D. SimpsonCan Perrigo Company PLC Continue Its Bull Run?Perrigo has leveraged a dominant position in store-brand OTC healthcare into good margins, returns, and cash flow.
Apr 8, 2014 by Stephen D. SimpsonMallinckrodt plc Takes a Big Swing for Growth In buying Questcor, Mallinckrodt is acquiring exceptional potential for earnings, controversy, and disappointment
Apr 7, 2014 by Stephen D. SimpsonPfizer Inc's Palbociclib Delivers the GoodsPalbociclib looks poised to be a multibillion-dollar drug for Pfizer.
Apr 7, 2014 by Stephen D. SimpsonIs There Opportunity in the Eye-Care Sector?Eye care companies like Essilor, Luxottica, and Cooper Companies offer good exposure to emerging-market growth and less regulatory and reimbursement risk.
Apr 7, 2014 by Stephen D. SimpsonCan Express Scripts Holding Co. Beat Expectations Again?Despite a long run of success and market-leading share, the Street seems skeptical that Express Scripts can find more savings
Apr 4, 2014 by Stephen D. SimpsonCan DaVita HealthCare Partners Inc's Run Last?DaVita's focus on outcomes-based medicine could be the right recipe for the future
Apr 3, 2014 by Stephen D. SimpsonMonsanto Company's Balanced Growth Proves Stronger Than the HeadwindsMonsanto outperformed in a quarter where analysts feared a miss, and the company is loaded with long-term incremental growth drivers.
Apr 2, 2014 by Stephen D. SimpsonCan Fresenius Medical Care AG & Co. Get Past Medicare Reimbursement Issues?Fresenius has significant market share in dialysis, but reimbursement pressures in the U.S. are a significant challenge.
Apr 1, 2014 by Stephen D. SimpsonCan This Drive Growth for Amarin Corporation plc?A co-promotion agreement with Kowa seems like a reasonable way to drive badly-needed sales growth
Mar 31, 2014 by Stephen D. SimpsonWhat You Need to Know About the Agilent Technologies SplitAgilent's spin-off should unlock more value from the life science and diagnostics operations.
Mar 28, 2014 by Stephen D. SimpsonExelixis Inc's Comet Fails To DazzleThe lack of an early halt to the COMET-1 study raises serious questions about whether Exelixis can stand out in a more competitive field in prostate cancer
Mar 27, 2014 by Stephen D. SimpsonIs Teva Pharmaceutical Industries Ltd Turning a Corner?Teva has rebounded sharply as management addresses multiple Street concerns
Mar 27, 2014 by Stephen D. SimpsonWill Baxter International Inc's Split Unlock Shareholder Value?Baxter's announced intention to split should improve the perceived value of the company's device and drug operations.
Mar 26, 2014 by Stephen D. SimpsonWill Shire PLC Build Or Buy Its Future?Shire may have to go back to M&A to deploy cash flow and augment a weak pipeline
