Allergan: Lost Confidence – Allergan plc (NYSE:AGN)
In a bad twist, the market perception on Allergan (AGN) has gone from bad to worse. My investment thesis was bullish on the stock in […]
In a bad twist, the market perception on Allergan (AGN) has gone from bad to worse. My investment thesis was bullish on the stock in […]
No one likes to get the call wrong. Alas, it is the nature of the investment game. Reviewing our performance in 2018, our worst call […]
When it comes to biotech investing, I always focus on the science and clinical data first. Other things are secondary, such as management and marketing. […]
NASH – an introduction Fatty deposits and mild fibrosis in non-alcoholic fatty liver disease. Source NASH – short for non-alcoholic steatohepatitis – has been a […]
After shares of Bausch Health Companies (BHC) touched close to the $28 level on three occasions since June, the stock continues to spend most of […]
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly […]
Any man or institution that tries to rob me of my dignity will lose – Nelson Mandela Introduction The once dormant clinical research and development […]
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