giofranchi
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VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Hillary Clinton’s Plan for Lowering Prescription Drug Costs https://www.hillaryclinton.com/p/briefing/factsheets/2015/09/21/hillary-clinton-plan-for-lowering-prescription-drug-costs/ Cheers, Gio -
VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Clinton, Sanders offer competing visions of health care http://fortune.com/2015/09/22/clinton-sanders-offer-competing-visions-of-health-care/?xid=soc_socialflow_twitter_FORTUNE Cheers, Gio -
VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Drugmakers' shares fall on plan to tackle "outrageous" price gouging in US http://www.firstwordpharma.com/node/1316744#axzz3mSYfe6lI Cheers, Gio -
Following Apple's Lead, Samsung Plans Its Own Phone Leasing Program, Cutting Out Carriers http://www.forbes.com/sites/aarontilley/2015/09/20/following-apples-lead-samsung-plans-its-own-phone-leasing-program-cutting-out-carriers/?utm_campaign=ForbesTech&utm_source=TWITTER&utm_medium=social&utm_channel=Technology&linkId=17223737 Cheers, Gio
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Imo the iPhone is both: fashion & technology. And there lies its most important strength! Think about business or about personal healthcare: if the iPhone improves its appealing to businesses, or if the iPhone starts monitoring health parameter that, if constantly checked, would lead to a longer and better life, would you stick with your “old” iPhone, simply because the “new” one looks almost the same?!... I don’t think so, and I am sure I wouldn’t. Or, more intuitively, are you planning to stick with your “old” iPhone, or are you buying the “new” one with its 3D technology? As far as I know, they look almost the same… Cheers, Gio
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VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Bausch + Lomb and Nicox Announce FDA Acceptance of New Drug Application for Novel Glaucoma Candidate VESNEO™ (latanoprostene bunod) http://ir.valeant.com/investor-relations/news-releases/news-release-details/2015/Bausch--Lomb-and-Nicox-Announce-FDA-Acceptance-of-New-Drug-Application-for-Novel-Glaucoma-Candidate-VESNEO-latanoprostene-bunod/default.aspx Cheers, Gio -
Isn't your article the same one I had just posted? Am I wrong? Cheers, Gio
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??? ;D Cheers, Gio
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VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Ok, let’s say I think 90% of the price increase could be justified by the fact that drug was overlooked and was selling far below comparable products in the first place… The remaining 10% could be unnecessary and condemnable greed... Cheers, Gio -
VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
A common theme about these increases in price is they happen to drugs after they have been bought. Evidently someone recognized a drug that is overlooked and underappreciated, which therefore sells far below comparable products, and buys it exactly because he/she excepts the market might be willing to pay much more for that drug. Would you then expect him/her not to raise its price? If he/she couldn’t raise its price, he/she wouldn’t have bought the drug in the first place… Cheers, Gio -
VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Imo you sell drugs for whatever the market is willing to pay. Exactly the way you sell everything else. Period. Cheers, Gio -
VRX - Valeant Pharmaceuticals International Inc.
giofranchi replied to giofranchi's topic in Investment Ideas
Though Valeant is very much criticized, it doesn’t seem to be alone… http://www.nytimes.com/2015/09/21/business/a-huge-overnight-increase-in-a-drugs-price-raises-protests.html?ref=business&smid=tw-nytimesbusiness&smtyp=cur&_r=0 Cheers, Gio -
Sebastian Thrun: Inventor, Educator, Engineer, etc..
giofranchi replied to dcollon's topic in General Discussion
Never heard of him before... Therefore, at least as far as I am concerned, a big 'thank you!' for posting those videos! ;) Cheers, Gio -
Bethany McLean, Bill Ackman Talk GSE Reform With Charlie Rose http://www.valuewalk.com/2015/09/bethany-mclean-bill-ackman-talk-gse-reform-with-charlie-rose/ Cheers, Gio
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Mylan NV Presents at Morgan Stanley Healthcare Brokers Conference (Transcript) http://seekingalpha.com/article/3518926-mylan-nv-presents-at-morgan-stanley-healthcare-brokers-conference-transcript Cheers, Gio
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Endo: An Underappreciated Platform http://seekingalpha.com/article/3514286-endo-an-underappreciated-platform Cheers, Gio
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Why Allergan's Stock Price Could Double If The Real Adjusted Earnings And Growth Rates Are Sustained http://seekingalpha.com/article/3508316-why-allergans-stock-price-could-double-if-the-real-adjusted-earnings-and-growth-rates-are-sustained Cheers, Gio
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Allergan and Gedeon Richter Plc. Receive FDA Approval of VRAYLAR™ (cariprazine) for Treatment of Manic or Mixed Episodes of Bipolar I Disorder and Schizophrenia in Adults http://www.prnewswire.com/news-releases/allergan-and-gedeon-richter-plc-receive-fda-approval-of-vraylar-cariprazine-for-treatment-of-manic-or-mixed-episodes-of-bipolar-i-disorder-and-schizophrenia-in-adults-300145132.html Cheers, Gio
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Perrigo Plc (PRGO) Management Presents at Morgan Stanley Global Healthcare Brokers Conference (Transcript) http://seekingalpha.com/article/3518596-perrigo-plc-prgo-management-presents-at-morgan-stanley-global-healthcare-brokers-conference-transcript?part=single Cheers, Gio
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Ackman Target Air Products & Chemicals Inc. Announces Spin-Off Of Materials Technologies Business http://www.valuewalk.com/2015/09/ackman-target-air-products-chemicals-inc-announces-spin-off-of-materials-technologies-business/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link Cheers, Gio
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I always like to play it safe: Broadband and LMCK. Cheers, Gio
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Is Apple Ad-Blocking A Mobile Ad-pocalpyse? http://news.investors.com/technology/091715-771462-is-apple-ad-blocking-a-vote-for-better-ads.htm?p=full Cheers, Gio
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Virtual Reality In Healthcare: Where’s The Innovation? http://techcrunch.com/2015/09/16/virtual-reality-in-healthcare-wheres-the-innovation/?ncid=rss&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+Techcrunch+%28TechCrunch%29&sr_share=twitter I think there is lots of room for growth in this area, should AAPL ever get involved! ;) Cheers, Gio
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Yes, in fact the article I posted already mentioned that deal fell through… Do you have at least another example? Cheers, Gio
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It might be… I don’t know… But probably healthcare is another story: he seems to have a pretty good track-record in healthcare! Cheers, Gio