Just as Obama enthusiasm for stem cell stocks is senseless, Obama pessimism for pharmaceuticals is overblown. I don't believe his policies will fundamentally change the business model or profitability of mid-to-large cap biotechs, and I see this as… More
After watching the FDA advisory meeting for denosumab, I believe Amgen will be lucky to get an osteoporosis indication as a second line treatment for women with a high risk of fractures (the PDUFA date is October 19). Amgen was literally pounded by… More