Replies to post #128797 on Biotech Values

[DewDiligence]

Jami Rubin of GS says the US budget impasse is bullish for Big Pharma:

http://blogs.barrons.com/stockstowatchtoday/2011/11/21/why-congress-failure-could-be-a-good-thing-for-pharma-hospitals

I generally have a low opinion of Rubin’s work (as noted in various posts on this board), and I think she may be overstating her case in this instance.