Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure
Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...
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Insider Trading Alleged as Sanofi Continues Its Shopping Spree
The Securities and Exchange Commission (SEC) believes that insider trading occurred around Sanofi (SAN FP) 's $11.6 billion deal for Bioverativ Inc...
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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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