WhoIsWarren Posted February 22, 2014 Share Posted February 22, 2014 Certainly, the specialty drug sector is in vogue. And the 'roll up' trail-blazers Valeant and Endo Health Solutions are keenly followed by a number of people on this board. So I think this article, by a seasoned healthcare analyst, urging a healthy level of investor skepticism, should be of interest. Feedback welcome. http://www.valueinstitute.org/viewarticle.asp?idIssue=1&idStory=134 "It seems that acquisitions are ‘in' these days, nowhere more so than in the specialty drug sector. With each deal, excited investors and analysts salivate at the prospect of the next. Mr. Market approves unequivocally, but we advise caution." Link to comment Share on other sites More sharing options...
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