Jan 22, 2014 by Stephen D. SimpsonIntercept's Thoughts Of Partnering NASH Make SensePartnering for the NASH indication may be Intercept's best opportunity for maximizing value.
Jan 22, 2014 by Stephen D. SimpsonShares of BB&T Look Expensive -- Should You Stay Away?With solid credit and improving expenses, BB&T is looking for a better year as 2014 goes on.
Jan 21, 2014 by Stephen D. SimpsonJohnson & Johnson Still Driven By DrugsJNJ's pharmaceutical sales are looking strong, but the Street's expectations may be too rich right now.
Jan 21, 2014 by Stephen D. SimpsonWall Street Has Taken A Sharp Turn Into Forest Laboratories, Inc.Investors have raced to bid up Forest Labs amidst its restructuring efforts.
Jan 17, 2014 by Stephen D. SimpsonThe Chelsea Therapeutics International Drama Has At Least One More ActChelsea Therapeutics' up-and-down corporate life is approaching a major decision point.
Jan 17, 2014 by Stephen D. SimpsonWall Street Is Wrong About Wells Fargo. Here's Why It's a Good Buy NowExpenses and margin compression are headwinds, but a pick-up in loan growth is good news for this undervalued giant bank.
Jan 16, 2014 by Stephen D. SimpsonHumana Inc.: The Way To Play Medicare AdvantageHumana has made a big bet on the future profitability of Medicare Advantage.
Jan 16, 2014 by Stephen D. SimpsonJPMorgan Chase & Co. Is Ready to Go Back to Business As UsualOne of the largest banks in the country is on the cusp of double-digit growth.
Jan 14, 2014 by Stephen D. SimpsonCIGNA Corporation's Diversification Should Deliver Above-Average GrowthCigna has a very different approach to managed care, and it may lead to significantly better growth in the coming years.
Jan 13, 2014 by Stephen D. SimpsonMerck & Co., Inc. Cutting Its Losses, While Others Charge Toward RNAi Merck calls it quits on a billion-dollar investment that was supposed to recharge its pipeline
Jan 13, 2014 by Stephen D. SimpsonSanofi Takes A Deep Dive Into RNA With Alnylam DealSanofi looks to bulk up its rare disease pipeline and gain broader exposure to the emerging RNAi space.
Jan 9, 2014 by Stephen D. SimpsonMonsanto Company's Pipeline Is The Real Draw TodayMonsanto's loaded pipeline and broader business model create powerful long-term upside.
Jan 9, 2014 by Stephen D. SimpsonMedtronic's Surprising Update Spikes Blood Pressures Across Med-TechA potential $3 billion/year therapy may not work nearly as well as hoped.
Jan 9, 2014 by Stephen D. SimpsonAstraZeneca plc (ADR) Hopes Farxiga Can Go FarA new diabetes approval is better than a rejection, but AstraZeneca has its work cut out.
Jan 8, 2014 by Stephen D. SimpsonAetna Inc. Has Bold Ambitions In A Changing Health Insurance WorldAggressive exchange participation and a focus on accountable care could drive significant performance in Aetna's shares.
Jan 6, 2014 by Stephen D. SimpsonCovidien No Longer Sneaking Up on the MarketCovidien has been a sector-beater for two years, but the Street seems to have caught up with the value and performance here.
Jan 6, 2014 by Stephen D. SimpsonWhat Comes After “Great” for Oceaneering International?Can this top-notch performer find a way to stay ahead of rising Street expectations?
Dec 30, 2013 by Stephen D. SimpsonAlnylam Offers an Exciting Rare Disease Pipeline, but Expectations Are HighAlnylam offers a pipeline with multiple potential blockbuster rare disease drugs, but Wall Street is already well aware of this name.
Dec 28, 2013 by Stephen D. SimpsonAnother High-Profile Diabetes Candidate Goes DownWith Takeda's recent setback, Big Pharma's diabetes cupboard is looking very bare.
Dec 27, 2013 by Stephen D. SimpsonCareFusion Corporation: A Mid-Cap Med-Tech Leader Strong market share in multiple markets, rising margins, and dry powder for accretive deals makes CareFusion worth a closer look.
