My Shiny New Healthcare Strategy - Branded Pharma Out, Generics & Diagnostics In
I start with manning up on my mistake of not dumping PFE shares 5 months ago. More importantly, I outline new thesis for the secular trends that will define the healthcare landscape for the coming decade. The U.S. isn't the only nation seeking major healthcare reform; China is in the game too, and investors should know by now that they can do things much swifter than we can.
My new focus areas are diagnostics, both of the low-tech and high-tech variety. To this end BEC has been added to the model, and LIFE may find its way in too. Generics will be evaluated for inclusion as there's simply too many positive catalysts to ignore. Traditional Chinese Medicine stocks will also be looked at, although options for Western retail investors are few and far between. Happy 4th to all my U.S. readers!
EpiphanyOne
