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Re: A long term threat to big pharma profitsI think more so on specialty than on big pharma, and think market has it right, as some pressure will continue to come from PBMs - I don't think by and large big pharma looks especially cheap I picked up some BIIB, but it's more of a bet on pipeline - There still seems to be some negative sentiment on insurers after weak exchange trends - that strikes me as overreaction given it's small portion of business. |
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