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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (33334)1/23/2009 6:54:47 PM
From: Oblomov  Read Replies (1) of 78667
 
Although you directed your question to Paul, my own strategy is to buy shares in the second and third tier (in terms of market cap, not quality) of biotech/junior pharma, such as CEPH, SEPR, ILMN, VRTX, MDCO, AMRI. I believe that the 250MM - 8B market cap range is the sweet spot for major pharma on the hunt for acquisitions to restore their pipelines.

Also, consider that the primary care marketing model that worked in the 90s and early 00s is dead. The growth doesn't exist there, and the PC therapies will come under pricing assault under Obama. There are some great opportunities with companies whose therapies are concentrated in critical care or oncology. These will be the key acquisition targets.
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