7 Reasons Curis Is Worth the Risk
Michael Shulman submits:
Health care reform is dead, but everyone is now on alert about the need for cost cutting – reducing the nation’s exposure to runaway Medicare and Medicaid expenses and a system that spends twice per capita than other developed nations with worse outcomes. State regulators are refusing to allow health insurance companies to raise rates at will. When health care reform was alive, hospitals were up as more insured people would pay their bills, reducing bad debt. Big Pharma was up because they could push more pills, necessary and unnecessary; equipment makers were down because of a possible tax.
What is an investor to do in the new political landscape of "no health reform?" I would focus on products that save money for providers, save money for companies making products inside the industry and under tremendous cost pressure, or save lives. There are three good ones – Curis (CRIS), Compugen (CGEN) and Cepheid (CPHD) investors should look at, for these companies will outperform their peers with or without reform. Here is a look at the first of the three, Curis.
Investing, Long Term Investment, stock market | admin February 19, 2010
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