Tag Archives: (BMY)

The Pharma Flea Market

You know what reminds me of those garage sales where some young couple sells their grandmother’s antique furniture for $20 because they think it’s old junk? That’s exactly what’s happening with Bristol-Myers Squibb (BMY) right now, and frankly, it’s driving me nuts watching all this perfectly good money get tossed aside. I was having lunch […]

The Pharma Catfish That’s Actually A Catch

You know that friend who always looks terrible in photos but somehow appears stunning in person? Bristol Myers Squibb (BMY) is basically the investment equivalent of that phenomenon. On paper, this pharmaceutical giant looks like it’s heading for a cliff – literally called the “patent cliff” in industry parlance – but dig a little deeper […]

Bottom Of The Ninth For This Biopharma

I was at a Yankees game once, bottom of the ninth, crowd roaring, and the pitcher tosses what looks like a meatball right down Broadway. Everyone around me starts groaning. They’re sure it’s a trick pitch, a slider in disguise. But the batter swings anyway and sends it into the cheap seats. That, my friends, […]

Biotech’s Awkward Middle Child

Well, folks, I’ve been trading biotech stocks since before most of today’s analysts had their first internships. After countless dinners with pharma execs and more investor conferences than I care to remember, there’s one thing I’ve learned about this sector – these stocks are a lot like the experimental drugs themselves: sometimes miraculous, sometimes disappointing, […]