Leonard Yaffe's  Instablog

Leonard Yaffe
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I am an MD by background who runs a healthcare hedge fund. I worked as a sell-side medical analyst for 20 years, covering pharmaceuticals, medical devices, PBMs and drug distributors.
  • CMS HCV Screening Proposal A Positive For OSUR And GILD 0 comments
    Mar 4, 2014 5:40 PM | about stocks: OSUR, GILD

    CMS has proposed covering HCV screening for the 1945-'65 birth cohort as well as those adults considered at high risk. This should benefit HCV point of care diagnostics company OraSure. Furthermore, by leading to the identification of more people with Hepatitis C, it should follow that more prescriptions for Gilead's Sovaldi will be written.


    Disclosure: I am long OSUR, GILD.

    Stocks: OSUR, GILD
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