My Scrip column today on Roche’s third-quarter results and reasons for investors’ reaction. insights.citeline.com/scrip/busine...
Andy Smith
Andy Smith
@predatordiaries.com
Healthcare analyst after Principal in pricing & market access, healthcare fund manager, Scrip columnist & big pharma PhD, MBA yada, yada. The other half of the http://smithandsheridan.eu podcast when we did it.
1.8K followers1.1K following618 posts
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Before the Brazilian election where progressive Lula beat right-wing Bolsonaro, Meta is accused of disrupting Lula's Insta and WhatsApp accounts Meta blamed "technical difficulties" That would be more believable if similar incidents had not happened recently in the US Tech billionaires are evil
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Ohio’s biggest newspaper broke its own rules to endorse Amy Acton, calling Ramaswamy’s vile attack ad disqualifying. “Using childhood sexual abuse as a weapon against the person who endured it crosses a line Ohioans should defend, whatever their party.” thedailybeast.com/trumps-maga-...
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Insolvency scam The boss of twice-bust business back despite £3m debts. These people gut a company, HMRC and creditors not paid. Then buy assets cheaply from the administrator in pre-packs, and back in business. Gone on for decades. No transparency of administrator dealings. No investigation.
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Reform UK's Suella Braverman claims massive taxpayer-funded water bill at home equal to 18 baths a day Claim to have used 1,504 litres of water daily at her £1.2million four-bedroom pad in a five-month period. Reform have promised benefit cuts for the disabled, old, sick, poor, unfortunate.
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Farage caught out in blatant lie He pretends to care about poor people while proposing our NHS replaced by US-style private healthcare where the super-rich get excellent care the well-off go bankrupt the poor left to die "Our NHS is not safe in Nigel Farage’s hands" www.youtube.com/shorts/Q9fnI...
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Do you know or suspect your local Reform Councillor of corruption, racism, misconduct, bullying, sexual assault which hasn't yet reached the media? "Let us know what is going on in your local area" reformwatch.org/submit-tip via Reform Watch
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Former Oldham Reform leader 'resigns mid-investigation' #ByeBye www.theoldhamtimes.co.uk/news/2666239...
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Anglian Water fined puny £1.6M for polluting 14km of River Brain. Ignored alarms telling them that sewage was being dumped. Highest levels of toxic ammonia. AW has numerous criminal convictions. No exec prosecuted, licence to operate not cancelled. Fleecing normalized.
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My Scrip column today on Johnson & Johnson’s third-quarter results, released on a very bad day for stocks, but also revealing the odd weakness. insights.citeline.com/scrip/busine...
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America is *now* an ally of Russia? I'd argue it started in 2016 when the Trump campaign and the RNC softened the language on providing lethal defensive weapons to Ukraine as part of the Manafort/Kremlin/Yanukovich "peace plan" to cede Ukrainian territory to Putin. But okay. We can go with "now".
"A world in which the White House is allied to the Kremlin was, until now, the stuff of paranoid fiction. Manchurian candidates and red presidents were fantasies, dark tales Americans told themselves like ghost stories... "But this alliance now exists." www.theatlantic.com/ideas/2026/1...