Skip to Main Content
Avondale Asset Management
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us
  • Home
  • Research
    • Company Notes Digest
    • Company Notes Database
  • Contact Us

Healthcare

15 Sep 2016

Pfizer (PFE) at Morgan Stanley Notes

by Remy Gill | posted in: Health insurance, Healthcare, Notes, Pharmaceuticals | 0

According to a fund comparison with the S&P 500 that PFE performed, spinoffs may be just as unlikely to create value as they are likely to create value “The key point I was trying to make on the earnings call … Continued

Healthcare, PFE, Pharmaceutical
15 Sep 2016

Johnson & Johnson (JNJ) at Morgan Stanley Notes

by Remy Gill | posted in: Healthcare, Notes | 0

JNJ’s 24 billion dollar brands–and its diverse portfolio in general–gives it insight and connections with large customers that are increasingly consolidating. “You take we’ve got 24 brands that are billion dollar platforms at Johnson & Johnson, the first and best … Continued

Healthcare, JNJ, Johnson & Johnson, Med Tech, Pharmaceuticals
13 Sep 2016

Pfizer (PFE) at Wells Fargo Conference Notes

by Remy Gill | posted in: Health insurance, Healthcare, Notes, Pharmaceuticals | 0

CEO Ian Read prefers a more transparent market system over a one-payer system “So I prefer not a one-payer system, but a graded system where you individually have enough transparency and understand your healthcare policy. So that you can make … Continued

Healthcare, PFE, Trade
6 Sep 2016

Medtronic (MDT) 1Q17 Earnings Call Notes

by Remy Gill | posted in: Earnings Call, Healthcare, Notes | 0

Product pipeline remains strong in all business segments “Across all four of our groups, CVG, MITG, RTG and Diabetes, our new product pipeline is robust and we’re confident we can drive sustainable growth of our new therapies growth vector within … Continued

MDT, Med Tech, Medtronic
22 Jan 2013

Pharma Spending vs. Approvals

by Scott Krisiloff | posted in: Healthcare, Pharmaceuticals | 0

I came across this chart in a company presentation that I was watching today, which I thought was worth re-posting.  It shows that despite a large increase in Pharmaceutical R&D spend over the last 15 years the number of new … Continued

13 Aug 2012

What is the Lifetime Cost of Health Insurance?

by Scott Krisiloff | posted in: Health insurance, Healthcare | 0

Just for fun, below is an analysis of how much an average hypothetical person would spend on health insurance over the course of his/her lifetime.  The analysis is based on the average rate for health insurance for a single covered … Continued

Contact

2001 Santa Monica Blvd.
Suite 1165w.
Santa Monica, CA 90404
310-779-7383
clients@avondaleam.com

Legal

  • Disclaimer
  • ADV Part One
  • ADV Part Two
  • Privacy Policy

© 2021 Avondale Asset Management