Offsetting the Blues of 2008…
A new year fosters hope and optimism. In 2009, all Pharma companies, Investors and Regulatory authorities will need wisdom and prudence to bring in cheer. With this backdrop, we have taken a fresh approach in the presentation of our annual Global Pharmaceutical and Biotechnology Outlook (TM) 2009. After defining the key determinants of growth within each sector, we recommend an Overweight position in Rising Stars (RS, unprofitable companies). RISING STARS Our rationale for recommending that investors be Overweight in the RS sector (as per Recommended Portfolio…