Pink Sheet is part of Informa PLC

This site is operated by a business or businesses owned by Informa PLC and all copyright resides with them. Informa PLC’s registered office is 5 Howick Place, London SW1P 1WG. Registered in England and Wales. Number 8860726.

This copy is for your personal, non-commercial use. For high-quality copies or electronic reprints for distribution to colleagues or customers, please call +44 (0) 20 3377 3183

Printed By


Buy-Side Drug Addiction

Executive Summary

In part II of our two-part series of discussions with fund managers, Steve Dalton of First Capital and Arnie Snider of Deerfield Management, discuss how drug companies face a myriad of challenges likely to depress stock prices, but have performed so well in the last few years that it's been difficult to diversify into other health care sectors. Medical devices don't represent much of an alternative, lacking the growth prospects or pricing flexibility of drugs--indeed, the expected collapse of pricing in the stent market is also likely to have broader repercussions on medical devices in general. Meanwhile, the illiquidity and consequent penalties for investing in small cap stocks has kept investors, despite their general concerns, investing in large cap companies.


Related Companies

Related Deals




Ask The Analyst

Please Note: You can also Click below Link for Ask the Analyst
Ask The Analyst

Your question has been successfully sent to the email address below and we will get back as soon as possible. my@email.address.

All fields are required.

Please make sure all fields are completed.

Please make sure you have filled out all fields

Please make sure you have filled out all fields

Please enter a valid e-mail address

Please enter a valid Phone Number

Ask your question to our analysts