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TMFHelical (99.09)

July 2010

Recs

8

Big Pharma - All In

July 22, 2010 – Comments (3) | RELATED TICKERS: JNJ , NVS , ABT

I had four of the top 10 big pharma operations rated bullish in CAPS.  JNJ has been a long term 'core' selection and I was also bullish on  ABT, NVS, and LLY (and have owned JNJ and NVS for some time).  [more]

Recs

2

Pharma - Comparative Effectiveness Today

July 08, 2010 – Comments (1) | RELATED TICKERS: ANTM , GSK , SNY

Almost without question, one of the key areas of uncertainty surrounding big pharma investing is how comparative effectiveness of pharmaceutical products will be evaluated and implemented.  The days when obtaining FDA approval was the barrier to the launch of a sucessful drug product seem to be in the past.  Post market studies, REMS (risk evaluation and mitigation strategies) programs, and the transition to widespread use of electronic medical records all seem to point to post approval responsibilities becoming far more than just effective marketing.  Add to those issues comparative effectiveness research (CER) and value based reimbursement considerations (get used to hearing terms like QALY - 'quality adjusted life years').  [more]

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