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Archive for January, 2006

This Just In…J&J Redux

( Valuation and M&A and Strategy )

FDA action can and will eventually get the market’s attention, not only damaging the erstwhile credibility of the firm but its enterprise value as well.

J&J, M&A, and Hooey

J&J may have lost this battle, but I’ll bet they’ll win the war. They stayed cool and retreated when they knew that prices were heading into Silly Land.