After grilling ex-employees, Citron Research concludes Amedisys's (AMED -12.5%) 'secret sauce' software - which supposedly gives it an edge on competitors - is not the source of its startlingly good margins. Shares plunge.
Ruthanne Williams Roussel: If you don't like the risk of new obesity drugs, or the risk of existing drugs, then you don't leave yourself many options in the space.
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Ruthanne Williams Roussel: If I knew (which I don't) that WSJ blog reflected the thinking of a source within Merck, then I'd say this should bode well for ARNA.