TMFHelical (98.29)

Commentary around Pharma

November 25, 2009 – Comments (1) | RELATED TICKERS: JNJ

Every year, pharma executive magazine does an industry audit and ranks the best performers. The article looks at a  number of industry metrics including sales changes, sales per assets, per employee, margins, etc. This years top dog was Gilead Sciences. Its a good read, but it is backward looking (as it can only be). Better, is an interview, actually more a series of podcasts with the article writer as he pontificates for a couple hours on pharma metrics, direction, quality, etc.  Great series of talks if you have the time to listen and are a pharma junkie.  Lots of good things to say about operations like JNJ (which I own). TMFHelical Home Coverage Fool     [more]

Another Paradigm Change for Pharma

November 19, 2009 – Comments (0) | RELATED TICKERS: LLY , BMS , SA

There seems to be more than a fair share of pharma news these days with significant forward implications.   [more]

H1N1 update

October 30, 2009 – Comments (2)

In jest -- mostly.

http://www.youtube.com/watch?v=NzRsnoxESuA

And yeah, I forgot how to embed video.

TMFHelical

Home Coverage Fool

Baucus Bill Summary

September 24, 2009 – Comments (2)

As part of its Perspective pieces, the New England Journal of Medicine published a review of the Baucus bill on healthcare reform.  The summary is well prepared and can be found here:  [more]

Post on Healthcare Reform

September 15, 2009 – Comments (2)

This is a paste from a post I made on an Income Investor board (Watercooler Chat).  It was in response to a post on the subject of healthcare reform commenting on the surprising lack of discussion and making a point about tort reform as part of the process.  [more]