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Healthcare Stocks Start Off Q3 Strong

|Includes: CBM, Gilead Sciences, Inc. (GILD), MRK, OSUR

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.