Sanofi: Stop the Bleeding with Bioverativ
Today, Sanofi (SAN FP) announced that it is acquiring Bioverativ Inc (BIVV US) for $11.6 billion (a 64% premium). Management hosted a conference...
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Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
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Surveying The Biosimilar Battlefield
The biosimilar market has been of particular interest to us in light of the high expectations set for Samsung Biologics Co., Ltd (207940 KS) and...
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Eris Lifesciences: Ask Some Questions, Take the Deal
Eris Lifesciences Limited (0113824Z IN) is an India-focused pharmaceutical company that produces and markets branded generic drugs. The company...
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US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
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