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10/26/2010

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bigredbruce

Jason Chew of Seeking Alpha gives his take on this survey/article
http://seekingalpha.com/article/233592-big-pharma-embraces-branded-generics

k

Your remark about plastics seems to be indicative of the general way the industry is headed - 'diversification' through conglomeration, '60's style. Very few of those companies are left now: United Technologies and Dana are the only two I can think of. It's up to the small shops woth big ideas, the smart people that the big players thought were over the hill but have lots of experience and aces up their sleeves. These are the people that are goimg to be the source of new growth, IMHO.

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