The CEO of Vertex, Kewal Ramani, has a proven interest in the field beyond just business acumen. The insider holdings of this company are quite low, less than 1%. If you look at forward price to earnings ratio, for example, Gilead is somewhere around 10 or 11. On devaluation, Vertex does have a higher sticker price than many other biotech pharma companies like Gilead Amgen and BioGen.
A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?
(00:15) Bill Mann and Deidre Woollard discuss:
- The high value of getting a leg up on the competition in the semiconductor industry.
- If companies can do anything to keep secrets from leaking out.
- Why Alphabet’s adtech is attracting regulators’ attention.
(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.
Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard
Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks
Learn more about your ad choices. Visit megaphone.fm/adchoices