• TheStreet.com26 minutes ago

    FTC spells out new concerns over generic drug mergers

    The FTC went beyond the traditional focus on head-to-head competition and considered three new theories of competitive harm.

  • Barrons.comyesterday

    Specialty Pharma: Never Mind the Pricing Controversy, Fundamentals Will Win Out

    While fundamentals of the group appear stable following the recent 2Q16 earnings season (see our recent note here) and valuations are attractive, we acknowledge that ongoing negative headlines may stunt the fledgling “recovery” that has started to take place in the space over the past couple of months. More broadly, while media scrutiny/political headlines around drug pricing could result in continued volatility through the elections, we continue to see the group positioned for a recovery over time, with valuations inexpensive on almost any metric (~8x 2017 EPS) and improving fundamentals after a challenging 1H/16.

  • TheStreet.comyesterday

    10 Stocks George Soros Is Buying in 2016

    There's nothing boring about George Soros' investing -- at least not for those who follow his stock picks each quarter.