I am now a person with opinions about stocks

Hello from Midtown, where I walk to lunch every day in a crowd of fleece-vested bankers. Longtime readers will recall that I used to write mostly about Jews. Now I write mostly about pharmaceutical companies. People interested in pharmaceuticals, companies, or pharmaceutical companies, might be interested in some of my recent work.

Pfizer. They used to sell razors and mouthwash and bubble gum. Now it's really just prescription drugs. Can they make it work? In the Barron's cover story running this weekend, I argued that they can.

Opioid lawsuits. No idea what I'm talking about? It's a big deal! Read this, my Barron's cover story from September, on what the litigation means for healthcare firms.

Gene therapy. Promising, but potentially risky! Heard of mRNA therapy? It might be safer! Learn about it in my Barron's cover story from August, where I described the size of a robot by comparing it to a coffin.

Thanks for reading,

Josh