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XMFHelical (< 20)

March 2010



What Healthcare Reform means to Consumers

March 29, 2010 – Comments (15)

I expect that people are probably more than a little tired of the rhetoric around health care reform, whether it is good, bad, or otherwise in particular.  Also, in these parts there has been plenty of commentary on what companies stand to benefit or struggle based on the now passed legislation.   [more]



Potential Takeover Candidates in Biotech Supply

March 27, 2010 – Comments (11) | RELATED TICKERS: AFFX.DL , DNEX.DL , TMO

I ran through a little exercise today in an attempt to look for value in the realm of the companies that supply instruments and services to biotechnology.  I recently purchased one such company, Caliper Life Sciences (CALP) on the impression that the company could make for an attractive takeover target.  There have been a number of musings in the industry trade pubs that I read considering that M&A could see a lot of activity this year, so I wanted to consider just who might be a target.  [more]



The Crux of the Healthcare Issue

March 19, 2010 – Comments (1)

I tend to read an awful lot of commentary in and around the pharma / biotech industry, and healthcare reform is almost always a key consideration in any opinion piece.  The best source I've found for continuing and balanced commentary around the reform measures has been the regular Perspective pieces from the New England Journal of Medicine.  Still, most of these commentaries focus on one aspect or another of the debate.  [more]

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