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Everybody will sell first and ask questions later with PBM stocks: E Squared's Les Funtleyder
Investment in procedural medical devices is safer for valuation, says E Squared's Les Funtleyder
Biotech is going to have a hard time until the end of rate cycle, says E Squared's Les Funtleyder
I'm not sure we know which health care companies will negotiate prices, says E Squared's Funtleyder
Don't rule out a summer rally for Biotech,
Health care has more pricing power because demand is inelastic, says E Squared's Les Funtleyder
Les Funtleyder on JNJ Opioid Case
Uncertainty in Healthcare During the 2020 Election Cycle
Pullback in Healthcare Sector in Early 2019
J&J Asbestos Controversy
Top Picks in Healthcare in Q4 2018
Navigating Through How Trump's Drug Price Plan Impacts Insurers and Drugmakers
Takeda-Shire Deal
Walmart-Humana Deal and Trends in Healthcare
Amazon Disrupting Healthcare and Potential for Healthcare Consolidation in 2018
Trump's Executive Order and Impact on Healthcare Sector
Health Care Debates in D.C.
E Squared's Investment Style and Criteria
Trump's Impact on Drug Prices and Healthcare in 2016
Biotech Rally in Late 2016
Healthy Biotech M&A in Mid-2016
Reaction to Theranos and the Importance of Extensive Diligence
Healthcare M&A in 2015

E Squared Quoted in Publications:

August 2023 - CNBC

“Everybody will sell first and ask questions later with PBM stocks”

https://www.youtube.com/watch?v=WlG2QD07tF0

March 2023 - CNBC

“E Squared’s Les Funtleyder lays out the health-stocks to watch”

https://www.cnbc.com/video/2023/03/30/investment-in-procedural-medical-devices-is-safer-for-valuation-says-e-squareds-les-funtleyder.html

October 2022 - CNBC

“Biotech is going to have a hard time until the end of rate cycle”

https://www.youtube.com/watch?v=D1RhTEt885g

August 2022 - CNBC

“I’m not sure we know which health care companies will negotiate prices, says E Squared’s Funtleyder”

https://www.cnbc.com/video/2022/08/08/im-not-sure-we-know-which-health-care-companies-will-negotiate-prices-says-e-squareds-funtleyder.html

July 2022 - CNBC

“Don't rule out a summer rally for Biotech”

https://www.youtube.com/watch?v=zkDT4hvEVqc&t=1s

April 2022 - CNBC

“Health care has more pricing power because demand is inelastic”

https://www.youtube.com/watch?v=boPbBURhHNo

July 2019 - S&P Global

“AbbVie-Allergan tie-up has biopharma industry searching for next megadeal”

https://www.spglobal.com/marketintelligence/en/news-insights/trending/imKp_CAjKGvlZCSsou94sQ2

May 2019 - PharmExec

“Impact Investing and R&D”

http://www.pharmexec.com/impact-investing-and-rd

April 2019 - Indianapolis Business Journal

“Lilly bets billions on focus on cancer drugs”

https://www.ibj.com/articles/73388-lilly-bets-billions-on-focus-on-cancer-drugs

March 2019 - New York Times

“Centene to Buy WellCare for $15.3 Billion, Creating Health Care Giant”

https://www.nytimes.com/2019/03/27/business/dealbook/centene-wellcare-affordable-care-act.html

January 2019 - CNBC

“Israeli company that claims cure for cancer would face years of testing ahead for US market — even if it works”

https://www.cnbc.com/2019/01/29/israeli-company-that-claims-cancer-cure-faces-skeptical-us-market.html

January 2019 - CNBC

“Bristol-Myers Squibb’s $74 billion acquisition of Celgene would combine two troubled companies”

https://www.cnbc.com/2019/01/03/bristol-myers-squibb-shares-fall-on-74-billion-celgene-acquisition.html?&qsearchterm=les%20funtleyder

October 2018 - Business Insider

“'Everybody's going to have a lot of losers': Most biotech investors are getting burned even as fledgling companies are raising money hand-over-fist”

https://www.businessinsider.com/how-biotech-ipos-have-performed-2018-10

July 2018 - In Vivo

“Cancer Vaccines: Is There A Future Beyond Trial And Error?”

https://invivo.pharmaintelligence.informa.com/IV005362/Cancer-Vaccines-Is-There-A-Future-Beyond-Trial-And-Error

July 2018 - CNBC

“When analysts say sell, it’s time to buy – at least in biotech, new report shows”

https://www.cnbc.com/2018/07/02/when-analysts-say-sell-a-biotech-stock-its-time-to-buy.html

June 2018 - Forbes

Demand For Gene Therapies To Prompt Surge In Pharma M&A

https://www.forbes.com/sites/mergermarket/2018/06/19/demand-for-gene-therapies-to-prompt-surge-in-pharma-ma/#47c5a7b33416'

June 2018 - Wall Street Journal

“China’s Investors Pour Into Western Biotech Startups”

https://www.wsj.com/articles/chinas-investors-pour-into-western-biotech-startups-1528968601

June 2018 - Insurance News Net

“Anthem’s Drug Unit Off To A Bumpy Start”

https://insurancenewsnet.com/oarticle/anthems-drug-unit-off-to-a-bumpy-start#.XRVfkohKiUl

May 2018 - Reuters

“Trump drug-pricing speech adds dose of uncertainty for healthcare investors”

https://www.reuters.com/article/us-usa-healthcare-stocks/trump-drug-pricing-speech-adds-dose-of-uncertainty-for-healthcare-investors-idUSKBN1IB2TW

May 2018 - CNBC

“Here’s what to expect when Trump outlines his policy to bring down drug prices”

https://www.cnbc.com/2018/05/06/health-care-trump-set-to-unveil-drug-price-policy.html

March 2018 - Reuters

“In broad healthcare bets, small stocks favored over large”

https://www.reuters.com/article/us-usa-healthcare-stocks-analysis/in-broad-healthcare-bets-small-stocks-favored-over-large-idUSKBN1H32MQ

December 2017 - New York Times

“Drug Company Under Fire After Revealing Dengue Vaccine May Harm Some”

https://www.nytimes.com/2017/12/17/health/sanofi-dengue-vaccine-philippines.html

December 2017 - Indianapolis Business Journal

“All eyes on Anthem after CVS megadeal”

https://www.ibj.com/articles/66622-all-eyes-on-anthem-after-cvs-megadeal

November 2017 - PharmExec

“Pharm Exec's 2018 Pipeline Report”

http://www.pharmexec.com/pharm-execs-2018-pipeline-report

September 2017 - Indianapolis Business Journal

“Animal-health biz Elanco under the weather; Lilly won't rule out spinoff”

https://www.ibj.com/articles/65405-animal-health-biz-elanco-under-the-weather-lilly-wont-rule-out-spinoff

August 2017 - CNBC

“Trump doesn’t ‘know the facts’ when he says Merck is shipping jobs overseas”

https://www.cnbc.com/2017/08/15/merck-jobs-trump-has-facts-wrong-about-shipping-overseas.html

May 2017 - Indianapolis Business Journal

“Anthem abandons battle for Cigna after court deals blow to deal”

https://www.ibj.com/articles/63819-anthem-abandons-battle-for-cigna-after-court-deals-blow-to-deal

December 2016 - PharmExec

“Investing in Africa: How to Do It Right”

http://www.pharmexec.com/investing-africa-how-do-it-right

December 2016 - St. Louis Post-Dispatch

Johnson & Johnson questions fairness of hip implant trial, $1 billion verdict

https://www.stltoday.com/business/local/johnson-johnson-questions-fairness-of-hip-implant-trial-billion-verdict/article_de662d5a-3fd8-5d3c-8ce9-86be03adb0bf.html

November 2016 - PBS

“This Trump-in-law may lose millions if Obamacare is repealed”

https://www.pbs.org/newshour/health/trump-law-may-lose-millions-obamacare-repealed

September 2016 - Reuters

“Pfizer decides against split-up; more deals seen likely”

https://www.reuters.com/article/us-pfizer-split/pfizer-decides-against-split-up-more-deals-seen-likely-idUSKCN11W13W

August 2016 - New York Times

“Abbott’s No Good, Very Bad M&A Week”

https://www.nytimes.com/2016/08/27/business/dealbook/abbotts-no-good-very-bad-ma-week.html

June 2016 - CNBC

“A $2.7 billion bet that Obamacare is never going away”

https://www.cnbc.com/2016/06/16/oscar-may-be-obamacares-biggest-casualty.html

April 2016 - New York Times

“Valeant Pharmaceuticals Files Overdue U.S. 2015 Financial Report”

https://www.nytimes.com/2016/04/30/business/valeant-pharmaceuticals-files-overdue-us-2015-financial-report.html

April 2016 - Reuters

“Pfizer, Allergan scrap $160 billion deal after U.S. tax rule change”

https://www.reuters.com/article/us-allergan-m-a-pfizer-idUSKCN0X3188

January 2016 - Chicago Tribune

“Baxalta signs deal with Danish company, won't comment on takeover by Shire”

https://www.chicagotribune.com/business/ct-baxalta-acquisition-rumors-again-0105-biz-20160104-story.html

December 2015 - Reuters

“New blood thinner 'antidote' to help doctors move past warfarin”

https://www.reuters.com/article/us-pharmaceuticals-bloodthinners/new-blood-thinner-antidote-to-help-doctors-move-past-warfarin-idUSKBN0U617320151223

October 2015 - International Business Time

“Pfizer (PFE) - Allergan PLC (AGN) Merger: Why Are Pharmaceutical Companies So Eager To Make Deals?”

https://www.ibtimes.com/pfizer-pfe-allergan-plc-agn-merger-why-are-pharmaceutical-companies-so-eager-make-2162555

October 2015 - Chicago Tribune

“Turning around Baxter: A huge challenge for the new CEO”

https://www.chicagotribune.com/business/ct-baxter-ceo-plan-1101-biz-20151030-story.html

October 2015 - Chicago Tribune

“Competition springing up for Humira, AbbVie's hot-selling drug”

https://www.chicagotribune.com/business/ct-humira-under-threat-10151-biz-20151014-story.html

September 2015 - Business Insider

“Here are the 6 reasons why prescription drugs are so expensive”

https://www.businessinsider.com/ap-multiple-factors-cause-high-prescription-drug-prices-in-us-2015-9

August 2015 - Chicago Tribune

“Abbott shopping, but not for St. Jude”

https://www.chicagotribune.com/business/ct-humira-under-threat-10151-biz-20151014-story.html

July 2015 - CNBC

“Obamacare sparks health insurance megamergers”

https://www.cnbc.com/2015/07/06/obamacare-sparks-health-insurance-megamergers.html

May 2015 - Reuters

“Fight over hot new cholesterol drugs may be won in milligrams”

https://www.reuters.com/article/us-heart-cholesterol-dose-insight/fight-over-hot-new-cholesterol-drugs-may-be-won-in-milligrams-idUSKBN0OB0AV20150526

February 2015 - Reuters

“Pfizer to buy Hospira for $15 billion to bolster hospital products”

https://www.reuters.com/article/us-hospira-m-a-pfizer/pfizer-to-buy-hospira-for-15-billion-to-bolster-hospital-products-idUSKBN0L91FF20150205

September 2014 - Global News

“Pfizer targeting women with new Viagra campaign”

https://globalnews.ca/news/1589555/pfizer-targeting-women-with-new-viagra-campaign/

September 2014 - CNBC

“Waksal brothers reunite in ImClone 2.0”

https://www.cnbc.com/2014/09/25/waksal-brothers-reunite-in-imclone-20.html

September 2014 - CNBC

“Banned ImClone founder plans IPO for new venture”

https://www.cnbc.com/2014/09/24/sam-waksal-plans-ipo-for-new-biotech-company.html

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