Valeant & Philidor Entity Scorecard
SCORECARDS HERE! - YA CAN'T TELL YOUR PLAYERS WITHOUT A SCORECARD!!!! The traditional cry of program vendors at baseball games. I have compiled a...
1k Views
Valeant & Philidor Bezzle: Clarity Will Take Awhile
It has been two weeks since I published The Valeant Bezzle Saga Continues: Confidence Game? and four weeks since VALEANT & Philidor Bezzle: On...
1k Views
The Valeant Bezzle Saga Continues: Confidence Game?
While new Philidorian news is thin on the ground, Valeant "news" continues apace. Unfortunately, none of it seems to come from Valeant itself, or...
698 Views
Healthcare Observer: As Long-Term Patent Exposure Ebbs, Innovation in Big Pharma Pipelines Support
Pipeline innovation outpacing patent losses represents a core element of the wide moat ratings for most of the Big Pharma firms. Slowing patent...
327 Views
VALEANT & Philidor Bezzle: On Rabbit Holes and Barge Poles
Friday (US time) after Valeant "cut ties" with Philidor RX Services and Bill Ackman had his marathon conference call presentation, and Andrew Left...
1.6k Views