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Two ‘Free Money’ Trades for the Taking
It’s happening… just like we knew it would.
Since last summer, I’ve been telling you 2009 would be the year of massive consolidation in health care. So far, we’ve seen 18 notable merger and acquisition deals.
Big Pharma (Pfizer, Merck, etc.) is the driving force behind the flurry of deals. Just this week, British drugmaker GlaxoSmithKline shelled out $2.9 billion to acquire Stiefel, a drug company focused on skin care.
Big Pharma is desperate. The world’s biggest drugmakers are staring down billions in sales losses over the next few years due to patent expirations. And the only way to rebuild their pipelines…
24Apr2009 | Stansberry and Associates | 0 comments | ContinuedU.S. Economy: More Record Job Losses to Come
T.G.I.M (Thank goodness it’s March).
Unfortunately, that’s what investors were saying when they closed the books on January and times have only gotten worse. The economy is weaker; the markets are lower; consumers are more frightened; and businesses of all shapes and sizes continue to struggle.
February brought a comprehensive stimulus package, a blueprint for a complete budget overhaul, and several bailout plans. At some point, these ideas by the smartest men/women the country has to offer have got to start working (don’t they?). Analysts will be working overtime as data from housing, manufacturing, and labor is set to be reported. Bear…
2Mar2009 | Money Morning | 0 comments | ContinuedThe Start to the Convergence Revolution
Nanotech/Biotech Convergence and Opportunities Accelerating
Not that long ago, the media were full of warnings that Big Pharma was running out of steam. Patents were expiring, and not enough new candidates were in the pipeline to keep them profitable.
We don’t have much interest in Big Pharma here. Big pharmaceutical companies simply don’t yield really dramatic returns. Usually, it takes a small-cap or startup to do that. Until recently, the odds were stacked against small companies, due to the costs of drug approval, which have become enormous.
Regulators may have the right motives, but bureaucracies are necessarily risk averse. Approving a drug that ends…
25Jul2008 | The Penny Sleuth | Comments Off | Continued
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