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Strategies & Market Trends : Value Investing

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From: Paul Senior	8/2/2025 1:56:28 PM
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AVTR. My opinion: Big pharma companies I am watching/holding have taken a beating and for now are coming up from lows. The sector seems out of favor because the current gov't administration is reducing funding, threatening or actually transferring funding (from colleges), and demanding lower drug pricing. So as with much of the government policy changes now, it's difficult to predict what will happen to the earnings or growth of this industry. The stocks are not viewed as favorably or with as much certainty as they were last year. I have been buying stocks of companies that support big pharma and the pharma industry -- testing companies, suppliers of equipment and services, admin/legal support entities. Buying them when I notice them hitting 12-mo lows. I am hoping the selling is overdone, that these companies will still do ok even if at a lower level, and the stocks might recover. I am holding recent buys IQV and TMO in small amounts, LH in a stub holding, and I started a tracking position in AVTR as it hit 12-mo low on Friday. finance.yahoo.com

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