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
My first concern is around the virus issues in their main manufacturing facility; these contaminations are very difficult to clean up and there are reasonable odds of a recurring event. Second, and more importantly, I have lost faith in their… More
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