domination

An analyst arguing that biotech is NOT in a bubble sort of makes the case that it IS in a bubble

View gallery.(Wikimedia Commons)There is probably a bubble in biotech stocks.
In a big note on published on Friday, analysts at Credit Suisse ask if we’re in a biotech bubble, and answer that no, it’s not a bubble, merely a “new era” for biotech stocks. Which is exactly what it sounds like when something is a bubble. Credit Suisse hinges its argument on what […]

March 27, 2015 analysis, biogen, biotech, credit-suisse, domain-domination, domination, gen, king, road Comments Off read more

Credit Suisse on Biotech’s Nirvana Phase

Credit Suisse on Biotech’s Nirvana Phase
Posted March 27, 2015 by Joshua M Brown
There’s a really interesting piece of research out from Credit Suisse in which Ravi Mehrotra & Co lay out an “It’s different this time” thesis that seeks to explain why the huge rally in biotech stocks is justified and possibly not over yet.
They note that there are indeed […]

March 27, 2015 ByJoshua M Brown book, business-model, conditions, disclosure, domination, equity-research, hypothesis, research, successful, suisse Comments Off read more