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  • Healthcare Profits: Assessing Company Sensitivity to Obamacare [View article]
    Listen Grandad. Pharma research is exactly like defense. In the past, the U.S. has defended the rest of the world because the other countries 1) would not defend themselves and 2) could rely on us to do it.

    If we stop defending, the rest of the world descends into chaos. If we stop researching, there are no drugs developed. I am perfectly OK with both results. Are you?

    On Oct 31 09:19 AM grandad wrote:

    > Are you serious ? Why the hell should U.S. citizens pay more for drugs so that foreign companies can have money to do research..."
    Nov 01 22:19 pm |Rating: 0 0 |Link to Comment
  • Healthcare Profits: Assessing Company Sensitivity to Obamacare [View article]
    Thanks, Mr. Shaw, for the helpful note.

    "...the profitable private market in the U.S. has enabled much of the research and development by healthcare companies around the world..."

    Buy long-dated puts on global pharma companies with large R&D budgets, if Obama gets his health care bill. These guys have no where to go without the U.S.
    Oct 30 09:03 am |Rating: +2 0 |Link to Comment
  • 6 Ways to Short the Obama Health Plan  [View article]
    It is pretty frightening that someone who says an innovative drug developed, of course, by a U.S. pharmaceutical firm "...changed my life, no kidding..." is happy that pharmaceutical firms will "get squeezed".

    How are you going to feel when the pipelines dry up due to the lack of profits from patented products to offset the ridiculous costs of obtaining FDA approval?
    Jul 02 10:43 am |Rating: +40 -10 |Link to Comment
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