Bloomberg: Tony Scherrer talks about Pharma Earnings and Cancer Drugs

Cancer’s Six-Figure Blockbuster Hopefuls Aid Drugmaker Sales

By Cynthia Koons

For more information go to www.bloomberg.com.

 

The information contained in this article represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. The securities identified and described in this article do not represent all of the securities purchased or recommended for our clients. It should not be assumed that investing in these securities was or will be profitable. A list of all recommendations made by Smead Capital Management with in the past twelve month period is available upon request.

We Advise Investors

Sign up to get our advice sent straight to your inbox.

Recent Missives

Saved by Zero

March 19, 2024

[...] The U.S. Federal Government has set a net zero carbon goal by 2050. Tremendous resources have been applied with borrowed money to fund these goals and subsidize money-losing green investments. After pouring...

⟶ Keep Reading

Looking for the Outsiders

March 12, 2024

William Thorndike’s book "The Outsiders" has been considered a classic for some time now. His story teaches readers about the business performance of Henry Singleton, Katherine Graham, John Malone and Daniel Burke. These...

⟶ Keep Reading

Lonely Contrarian Divergence

March 5, 2024

[...] At Smead Capital Management, prioritizing independent research is not only integral to our evolution as investors but also reflects our commitment to those on whose behalf we invest. Being different is inherently...

⟶ Keep Reading

A Ticket to Purgatory

February 27, 2024

The Sherman Antitrust Act was created to stop our democratic republic from being ruined by "the concentration of capital in vast combinations." The fear was that if too much of the success of...

⟶ Keep Reading

The Great Conflagration

February 21, 2024

We consider Ben Bernanke to be the father of 21st-century central bank policy. His work in dealing with the credit crisis in 2008-2009 was just the right policy at that time. The problem...

⟶ Keep Reading

Drivers and Stock Pickers

February 13, 2024

In studies, 90% of drivers think they are above average. We believe that 100% of the people who pick stocks for a living think they will be above average. Is being above average...

⟶ Keep Reading

We Advise Investors

Sign up to get our advice sent straight to your inbox.

US INVESTORS

Individual Investors

OR

Financial Advisors, Family Offices,
and Institutional Investors

OR

NON-US INVESTORS

Individual Investors

OR

Financial Advisors, Family Offices,
and Institutional Investors

OR

Scroll to Top