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Replies to post #134075 on Biotech Values

Replies to #134075 on Biotech Values
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DewDiligence

01/01/12 12:35 PM

#134076 RE: north40000 #134075

In the aftermath of the VRUS deal, I added GILD to the portfolio of the institutional account I manage, but I don’t (yet) own it personally.

As previously posted, I think Quad has the potential to be a very big-selling product.
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DewDiligence

01/01/12 12:54 PM

#134081 RE: north40000 #134075

JNJ is also a pretty good biotech these days, albeit primarily via acquisitions. But we know why that is not on your list.

Not sure what you are driving at.

JNJ’s woes with OTC product recalls and flawed orthopedic implants are well known and are reflected in the stock price, IMO. The main reason I don’t own JNJ is simply that I consider other biotech/healthcare stocks more attractive.