IMS Health

IMS Health is being stolen
It was announced Thursday that IMS Health was to be stolen from its shareholders for $4 billion or about $22 share; a private equity firm will buy them out.

IMS Health – Think Longer-term
IMS Health (RX) did not have a spectacular quarter to put it mildly. Revenue decline (on constant currency basis) accelerated to 4% from a 2% decline last quarter.

Four Reasons Why Investors Are Wrong on IMS Health
The word contrarian is often overused in investing, I have yet to meet an investor who bragged about being a crowd follower; therefore, everyone is a contrarian.

Pfizer: Blockbuster success is a double-edged sword
I wrote this article for FT in 2005, but after reading news on Pfizer it feels like I could have written it today.


