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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: staring who wrote (58298)10/28/2016 5:41:20 PM
From: Graham Osborn1 Recommendation

Recommended By
staring

  Read Replies (1) | Respond to of 78748
 
The IBB was down almost 2% and the usually drug pricing noiseflow. As I've said before I do not think this is a good pick - pretty much the only thing that looks attractive to me in the sector is UTHR and I won't buy it until it gets royally clobbered. I value these businesses the same as any other sector - no special treatment. If many of them are crappy or speculative businesses, there's no reason not to admit that.



To: staring who wrote (58298)10/28/2016 7:03:24 PM
From: Wallace Rivers  Read Replies (1) | Respond to of 78748
 
That's what makes a market!! Divergent opinions. IMHO AMGN is the crown jewel in biotech. Results and guidance both beat the Street. The main issue that WS had with the report was eroding pricing power in Enbrel.


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