The Chickens Are Ready to Roost
Several recent developments confirm our thesis that Inflectra's US sales in 2017 will fall far short of management's 2017 forecast. First, Pfizer's...
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Teva May Buy Celltrion - Implications for Celltrion & Celltrion Healthcare
How should we interpret Teva's potential acquisition of Celltrion? Is this for real? Well, Teva may still be very interested in acquiring Celltrion...
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Strike 2 in St Louis: Trump's Town Hall Trap
Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues....
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More Harsh Reality from Teva
U.S. healthcare industry leaders from across the spectrum of industry segments continue to downplay the near-term adoption of biosimilars in the...
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Allergan's Wide Moat Supports Industry-Leading Growth and Profit
Innovative products, strong IP, and an unmatched aesthetics franchise drive Allergan's growth outlook. We anticipate high-single-digit growth for...
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