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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.
  • Healthcare Stocks Start Off Q3 Strong 0 comments
    Jul 4, 2014 5:10 PM | about stocks: GILD, MRK, OSUR, CBM

    During early Q2, there was significant pressure on mid-cap pharmaceutical (aka "biotech", though a misnomer) stocks, resulting in under-ownership and excess shorting. With that pressure now relieved, investor attention has returned. I continue to believe that GILD is the most attractive pharmaceutical stock, followed by MRK. Corollary beneficiaries of the tremendous growth in Hepatitis C treatment include OSUR and CBM. On the supply side, I continue to recommend stocks of commodity medical companies involved with products and injectable drugs . All the best, Len

    Disclosure: The author is long GILD, MRK, OSUR, CBM.

    Stocks: GILD, MRK, OSUR, CBM
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