Tag Archive
CVS Caremark Looks Better than its Competition
Much of the recent news around CVS Caremark Corp. (CVS) has involved its recent $26.5 billion acquisition of Caremark, which completed last week. But to me, there are a couple of other things that have looked quite interesting. I didn’t have a single CVS store in my area until about 8 months ago, when the... »
Cubist Pharmaceuticals Wages War Against Bacterial Infections
By Yahoo’s definition, Cubist Pharmaceuticals (CBST) is a biopharmaceutical company, engages in the research, development, and commercialization of pharmaceutical products for the acute care and anti-infective markets. In other words, Cubist develops anti-biotic drugs to fend bacteria that resist existing anti-bacterial medicine. In U.S. alone, almost 2 million people get bacterial infections every year, of... »
Genetech Reporting Better Than Expected Earnings
Genetech (DNA) reports better than expected results and guides higher. I own out of the money Jan 08 calls so this is good news. I believe Genentech, which is trading at the same levels it had reached in Oct 2005, is primed for a breakout. It has been forming a tight base around these... »
Two Ways to Play the Drug Sector
Walgreens (WAG) and Genentech (DNA) are both highly followed large-cap stocks that have acted quite differently this year. Lets look at Walgreens first. This is a stock that started the year at $45, glided down to $40, stormed to $52 in 4 months, and dropped back down to $40 towards the end of last month,... »
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