Contributor since: 2016
Latest Articles
Allergan: Could The Break-Up Be The Solution?
GlaxoSmithKline Q1 2018: Still Too Many Uncertainties
Vertex Q1 2018: The Best Long-Term Story In The Biotech Space
Biogen Q1 2018: Too Cheap To Ignore
Novartis Q1 2018: Recent Sell-Off Seems Overdone
Johnson & Johnson: Good Start Of The Year But Valuation Is Still Not Cheap Enough
Shire: Keep Holding This Controversial Name
Sanofi: Opportunity On Irrational Valuation
Allergan: Be Brave And Buy This Underappreciated Stock
Roche: Too Many Uncertainties On The Story To Be Bullish
Vertex: The Best Is Yet To Come
Biogen: Numbers Are Fine But Valuation Isn't Appealing
Novartis: Future Looks Bright, But Valuation Is Full
What Went Wrong For Shire In 2017 And Why 2018 Will Be Different
What Was Wrong For Allergan In 2017 And Why 2018 Will Be Different
Sanofi Q3 2017: Weak Signals
Novo Nordisk Q3 2017: Wait For Better Re-Entry Point
LivaNova Q3 2017: Still A Compelling Long-Term Story
Allergan Q3 2017: A Few Steps In The Right Direction
Celgene Q3 2017: Not Far From Zero Pipeline Value
Shire Q3 2017: Ready To Fly
Bayer Q3 2017: No Rush To Jump In
GlaxoSmithKline Q3 2017: Bear Signals
Biogen Q3 2017: Too Many Uncertainties
Eli Lilly Q3 2017: Mixed Signals
Novartis Q3 2017: Strong Signals But Wait For Better Entry Point
Roche Q3 2017 Results: Some Weak Signals
Johnson & Johnson: Q3 Beat Was Low Quality
Take Profits On Johnson & Johnson
Merck's Risk/Reward Is Compelling
Allergan Q3 2017: Earnings Preview
Shire Q3/2017: Earnings Preview