Runaway Stories and Fairy Tale Endings: The Cautionary Tale of Theranos

I saw the new Steve Jobs movie , with the screenplay by Aaron Sorkin, over the weekend. As a long-time Apple user and investor, I must conf...

Checkmate or Stalemate? Valeant's Fall from Investing Grace

In my last post, I looked at how the pharmaceutical and biotechnology businesses have diverged, especially in the last decade, and the impli...

Divergence in the Drug Businesses: Pharmaceuticals and Biotechnology

In the last two weeks, I have started writing about Pfizer’s courting of Allergan , the epic fall of Valeant and the unraveling of the Ther...