Archive for July, 2010

HCA’s $4.6 Billion IPO: Three Storylines To Follow

Saturday, July 31st, 2010

The HCA IPO could make hospitals a hot investing category. What did its private equity owners do to earn their pay?
it should be interested what change will this make

Genzyme’s Hidden Value

Saturday, July 31st, 2010

The timing of Genzyme’s earnings growth is as important as the company’s overall sales when it comes to M&A.
more to read in our archives

Defending Fish Oil, Criticizing Glaxo

Saturday, July 31st, 2010

Steven Salzberg wrote earlier this week about GlaxoSmithKline’s marketing of fish oil, a supplement, as a drug in the form of its omega-3 fatty acid pill, Lovaza. I took issue with his post, because I think the data for the fish oil omega-3s, DHA and EPA, are pretty strong. (I’ve previously written about this here [...]
does anyone know the real story

The Sad Truth About $100,000 Cancer Drugs

Saturday, July 31st, 2010

An important New Yorker story focuses on the unfortunate reality of rare, expensive treatments: they fail most of the time.
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Dendreon Gets Some Respect

Saturday, July 31st, 2010

Pivotal Provenge results are published in the New England Journal of Medicine.
does anyone know when this will take effect

Sanofi CEO Talks Merger Philosophy

Saturday, July 31st, 2010

Christopher Viehbacher talks about mergers in general, while declining to discuss the one everyone wants to know about.
maybe this will change things

The Best Summer TV Series Is ABC’s “Boston Med”

Wednesday, July 28th, 2010

Forget about Grey’s Anatomy and ER when you can go inside a real hospital.
does anyone know when this will take effect

HCA’s $4.6 Billion IPO: Three Storylines To Follow

Wednesday, July 28th, 2010

The HCA IPO could make hospitals a hot investing category. What did its private equity owners do to earn their pay?
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Genzyme’s Hidden Value

Wednesday, July 28th, 2010

The timing of Genzyme’s earnings growth is as important as the company’s overall sales when it comes to M&A.
thanks for delivering this story to me

Defending Fish Oil, Criticizing Glaxo

Wednesday, July 28th, 2010

Steven Salzberg wrote earlier this week about GlaxoSmithKline’s marketing of fish oil, a supplement, as a drug in the form of its omega-3 fatty acid pill, Lovaza. I took issue with his post, because I think the data for the fish oil omega-3s, DHA and EPA, are pretty strong. (I’ve previously written about this here [...]
does anyone know the real story