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Dec 23, 2024
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novo had lofty expectations and failed to meet them. >> talk about biogen.cheap, maybe for a reason, bucket we were very excited about he can mav which was approved in 2023. it wasn't a cure but it was a way to help patients. it seems like they're kind of stuck in a rut. my view it goes back under invested in the pipeline for a long time. they prioritize share buybacks over buying assets and we're seeing that with the pipeline. investors don't have a line of sight. >> what droves growth at the end of the day. >> m&a has to rise to the front. >> their balance sheet is strained so they can't go out and buy a $30 billion company. probably in the 10 to $15 billion range and that would still be a stretch. >> vertext a big disappointment last week. what's your take? >> we thought that was a buying opportunity and late last friday they got an approval for the next generation cf product. in january, we have approval of their acute medication for pain, likely going to get approved given the opioid crisis that launch should be great, and then it's off to the races mor
novo had lofty expectations and failed to meet them. >> talk about biogen.cheap, maybe for a reason, bucket we were very excited about he can mav which was approved in 2023. it wasn't a cure but it was a way to help patients. it seems like they're kind of stuck in a rut. my view it goes back under invested in the pipeline for a long time. they prioritize share buybacks over buying assets and we're seeing that with the pipeline. investors don't have a line of sight. >> what droves...
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date is a long as long as the machine is located, is up enough. biogen a pump on the go through just yourself that gives a dimple thought characteristic and it's a new one with the teacher. so she'll pointed to people in the initial setup. is there something it's going to open into some of the points? are we only as a whole 20 percent below the font is only that i look by imagery. this will not fit . it pulls in image. if you want me to hold a 2nd, i'm gonna buy it from step before i'm just going to speak with this law offices get a no money for them for the former is your degree. so it looks like, i mean it all over is introduced yourself settings you because it sounds like kind of for them of the most. okay. and is he led to the engineering school for sure. that's initial or false. it don't bump that up for that long cause upon i think it is. and in that off i mean an electrician. i live in la d though an a book that went down and assess gets worse and i'm seeing what's the song done? is it going to fill out to the final thing on the phone? it's not that long cushion, right. so fin
date is a long as long as the machine is located, is up enough. biogen a pump on the go through just yourself that gives a dimple thought characteristic and it's a new one with the teacher. so she'll pointed to people in the initial setup. is there something it's going to open into some of the points? are we only as a whole 20 percent below the font is only that i look by imagery. this will not fit . it pulls in image. if you want me to hold a 2nd, i'm gonna buy it from step before i'm just...
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the outgoing biogen administration said this week that it will recognize and support and use theory and governments that renounces terrorism, destroys chemical weapons stocks, and protects the rights of minorities and women. and so the syrian rebel leader who was interviewed by cnn is still wanted by the us state department, and has a bounty on his head. it looks like joe biden, c are prepared to sleep with the devil himself. as long as bear president salvages whatever is left off, he is questionable legacy. the united states will recognize and fully support a future serial government that results from this process. we stand prepared to lend to all appropriate support to all of syria's diverse communities and constituencies. they say they have changed, have a hardly have judging from video footage of massacres committed by them 10 years ago. and today, the the, and the mainstream media vend tried to whitewash of those terrorists just like to say, what used to be on thinkable and even unethical and broadcast media in the past. yes, a green lights and cnn today. many syrians are happy and
the outgoing biogen administration said this week that it will recognize and support and use theory and governments that renounces terrorism, destroys chemical weapons stocks, and protects the rights of minorities and women. and so the syrian rebel leader who was interviewed by cnn is still wanted by the us state department, and has a bounty on his head. it looks like joe biden, c are prepared to sleep with the devil himself. as long as bear president salvages whatever is left off, he is...
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Dec 29, 2024
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you said before, and you said before that all sectors of society have now joined the calls biogen z gen z has been at the forefront of, of this movement, but also other movements that we've been talking about here on this episode. how hopeful are you when it comes to this generation? do you think that they're more involved than ever in the causes that are dear to them? do you think that they are determined to fight for a different future? yes, of course. and i'm very hopeful and change as i have said before, is in every single change really is in the wind. we can feel it. we can see it still like the darkest hour before. don't feel like that time. think gets really bad before they get really good. and now everybody i think was quite shows can be that these are times of change and they're putting in whatever leak or apple they come to bring that much needed change and didn't know just being kind of an issue that i see. even the youth in muslim being a visit to the bed. this is there any 2 of the people of mozambique? i see people are standing up full pallets didn't like never before. so
you said before, and you said before that all sectors of society have now joined the calls biogen z gen z has been at the forefront of, of this movement, but also other movements that we've been talking about here on this episode. how hopeful are you when it comes to this generation? do you think that they're more involved than ever in the causes that are dear to them? do you think that they are determined to fight for a different future? yes, of course. and i'm very hopeful and change as i...
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Dec 30, 2024
12/24
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bio-tech, side, it is amgen and biogen. the terrible stocks the last couple of years.mofisher and abbott. these companies are struggling. we own thermo and abbott. you can really think that over the next year, if you are looking for a group that can sustain cash flow and has innovations and unrecognized is worried and really worried because what might happen with the next administration. healthcare is an interesting sector just like financials when nobody thought anything positive would happen and the silicon valley bank or energy in 2021 when everybody thought the price of oil was going to be zero for years for some reason. that wasn't going to happen. it won't happen here. >> kari firestone, the pick is the healthcare sector. we will have to wait and see in 2025. thank you. great to see you. >> nice to see you. happy new year, frank. >> happy new year and happy hanukkah. >>> i have been watching those in the red across the board. right now, you are seeing the s&p down 8 points. dow down 40 points. nasdaq down almost 20 points. that will do it for us on "worldwide exc
bio-tech, side, it is amgen and biogen. the terrible stocks the last couple of years.mofisher and abbott. these companies are struggling. we own thermo and abbott. you can really think that over the next year, if you are looking for a group that can sustain cash flow and has innovations and unrecognized is worried and really worried because what might happen with the next administration. healthcare is an interesting sector just like financials when nobody thought anything positive would happen...
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Dec 16, 2024
12/24
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. >> bio gwen, i'm not a -- biogen, i'm not a fan of.f you're going for alzheimer's drug go for eli lilly. i think their alzheimer's drug is going to be a great standing over multiple years. as we head into 2025, i think it's time to look at the health care stocks which in my view have been quiet for too long. coming up, more on marvell technology after the early december earnings. doing so well. i'll tell you where i stand on opportunity in individual stocks following incredible conversations with members. coming up the lightning round. stay with cramer. the all new godaddy airo helps you get your business online in minutes with the power of ai... ...with a perfect name, a great logo, and a beautiful website. just start with a domain, a few clicks, and you're in business. make now the future at godaddy.com/airo your record label is taking off. but so is your sound engineer. you need to hire. i need indeed. indeed you do. our advanced matching helps find talented candidates, so you can connect with them fast. visit indeed.com/hire it all
. >> bio gwen, i'm not a -- biogen, i'm not a fan of.f you're going for alzheimer's drug go for eli lilly. i think their alzheimer's drug is going to be a great standing over multiple years. as we head into 2025, i think it's time to look at the health care stocks which in my view have been quiet for too long. coming up, more on marvell technology after the early december earnings. doing so well. i'll tell you where i stand on opportunity in individual stocks following incredible...