Mar 25, 2014 by Stephen D. SimpsonIs This Overlooked Stock Primed for More Growth?Grifols isn't well-known, but it holds over 20% share in a $10 billion-plus market growing more than 6% a year.
Mar 25, 2014 by Stephen D. SimpsonIs Incyte Corporation Overvalued?Incyte's promising pipeline has a lot to live up to in terms of efficacy data.
Mar 24, 2014 by Stephen D. SimpsonCancer Vaccines: Doomed to Fail?Another cancer vaccine comes up short in a pivotal study, casting doubt on the approach as a whole.
Mar 20, 2014 by Stephen D. SimpsonFEMSA Hopes to Put a Tough Year Behind ItInvestors have a chance to take advantage of a pullback in a very well-run Mexican consumer company.
Mar 20, 2014 by Stephen D. SimpsonCould Smith & Nephew Plc Be a Good Value?The synergistic acquisition of Arthrocare and a focus on higher-growth sports medicine and wound care markets offers some relative value.
Mar 20, 2014 by Stephen D. SimpsonCan Regeneron Keep Churning Out Blockbusters?Regeneron has established an R&D engine that continues to generate new compounds with blockbuster revenue potential.
Mar 19, 2014 by Stephen D. SimpsonVertex Pharmacueticals Inc Approaching a Huge Fork in the RoadWall Street seems almost evenly split on the odds that Vertex will find success in combo therapies for cystic fibrosis.
Mar 18, 2014 by Stephen D. SimpsonIs Intercept Pharmaceuticals, Inc. Overvalued?Good data in primary biliary cirrhosis is a definite positive, but possible safety worries about the much larger NASH opportunity could move the stock.
Mar 17, 2014 by Stephen D. SimpsonWill Pfizer Inc's Vaccine Strategy Pay Off?Pfizer's vaccine program doesn't get the credit it should
Mar 13, 2014 by Stephen D. SimpsonIs the Market Undervaluing Celgene?Wall Street seems more focused on what could go wrong with Celgene than what could go right.
Mar 13, 2014 by Stephen D. SimpsonBRF SA Holds Impressive Long-Term PotentialBrazil's largest food company is looking to follow in the global footsteps of Nestle and Unilever.
Mar 12, 2014 by Stephen D. SimpsonCan Alexion Pharmaceuticals Continue to Deliver?Alexion's valuation doesn't seem unreasonable relative to the significant sales growth opportunities still in front of the company
Mar 12, 2014 by Stephen D. SimpsonCan Valeant Continue This Growth?Valeant hasn't sated its appetite for deals yet, and cornerstone positions in dermatology and eye care offer meaningful long-term moats.
Mar 12, 2014 by Stephen D. SimpsonStatoil ASA's Focus on Returns and Higher-Grade Assets Should Pay OffStatoil has upgraded its portfolio and embraced returns over growth.
Mar 10, 2014 by Stephen D. SimpsonFDA Cholesterol Drug Concerns: What You Should KnowSanofi, Regeneron, Amgen, and Pfizer get a little extra scrutiny on their new cholesterol drugs.
Mar 7, 2014 by Stephen D. SimpsonIs Mylan a Good Buy?Mylan's valuation suggests investors are already expecting things to go very well for this large generic drug maker.
Mar 6, 2014 by Stephen D. SimpsonStormy Weatherford International Ltd Moving in the Right DirectionReversing years of poor decisions and underperformance could make Weatherford a real winner in the energy services space.
Mar 6, 2014 by Stephen D. SimpsonWhat Does This Rejection Mean for Eli Lilly?The FDA's rejection of Lilly's SGLT-2 inhibitor over manufacturing issues at a partner is another self-inflicted operational challenge.
Mar 5, 2014 by Stephen D. SimpsonDoes Athenahealth Inc's Growth Justify the Price?Healthcare IT up-and-comer Athenahealth has a huge opportunity, but equally large expectations.
Mar 4, 2014 by Stephen D. SimpsonCan Allergan's Growth Continue?Allergan offers uncommon growth for a large-cap drug company.
