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TMFHelical (99.12)

November 2009

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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]

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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]

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