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Why Your Next Big Profit Opportunity Is Companies Getting Smaller

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Joseph Papa, the CEO of Bausch Health Cos. Inc., was hired in 2016 to help turn the pharmaceutical company around.

Instead, he is breaking it up. But he's not crazy.

He's caught on to the fact that bigger isn't always better.

You see, Bausch Health and its subsidiary, Bausch + Lomb eye care, are two great companies… but together, they aren't exactly chocolate and peanut butter.

Papa has realized that the only thing worse than no partnership at all is a bad partnership. So he's letting Bausch + Lomb become its own $3.1 billion business.

This means that both companies will be free to focus on their own business models, their own specialized products, and their own target markets.

It's a move that's going to create billions in new shareholder value.

And while I applaud the move, I think that there's an even better way to cash in on corporate spinoffs like this one.

That's because Joseph Papa's move is part of a massive trend that will be extremely profitable for investors… Full Story

That's because Joseph Papa's move is part of a massive trend that will be extremely profitable for investors...

Biotechnology

Read This Before You Play a Single One of the Biotechs Fighting COVID-19

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Georgia, South Carolina, and Florida have announced that they are loosening quarantine restrictions; at least 13 more states have announced plans or "roadmaps" to do more or less the same thing.

There's an urgent desire to get "back to normal" as quickly as possible because the social and economic devastation – record unemployment, more than 55,300 deaths, massive lockdowns, shrinking GDP, and of course the virus itself – of the coronavirus pandemic has been so profound.

And this has all happened in a little more than a month. People are understandably anxious to put all this behind them, myself very much included.

But the stakes of "normalcy" are higher than we're being told. The successful reemergence of people into the world will require far more than just repeated reminders to wash your hands and not touch your face.

Social distancing and limited interaction can slow the spread; there's mounting evidence in the United States and other countries that we've done precisely that. But it's far from clear how much those actions could really prevent widespread illness as lockdowns ease and stay-at-home orders are lifted.

Because it's very likely that we won't be truly "safe" until a proven treatment and effective vaccine are available.

The more we learn about this virus, the more we're aware of why its ongoing impact, and the "right" way to reopen the economy, remain so uncertain.

Here's what we do know… Full Story

Here's what we do know... Full Story

GlaxoSmithKline Is Now a Top Pharmaceutical Stock to Buy

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GlaxoSmithKline doesn't appear to be a top pharmaceutical stock to buy – at least not at first glance.

Its shares have underperformed the global pharma sector by 60% over the past decade.

But since Glaxo got a new CEO in 2017, the company has been on the path to a leaner, more focused company.

And with a high Money Morning Stock VQScore™, GSK is looking very attractive indeed.

Dow Jones

Dow Jones Today Opens Higher as Trade War Fears Continue to Rock Wall Street

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The Dow Jones today traded nearly 150-points higher in pre-market trading as investors paired losses from Friday's dramatic selloff.

Prompted by President Trump's fresh round of tariffs on Chinese exports, Friday's selloff pushed the Dow down over 700 points before closing with a 572 point loss.

Biotechnology

A "Historic" FDA Decision Could Mean Historic Gains... If You Move Now

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Last week's headlines were hectic, depressing, and downright scary…

…which is why I'm thrilled to have something great to share with you today.

And that is?

An almost completely overlooked development in the fight against cancer.

It's so important that it could mean a new lease on life for children and adults fighting blood cancers – more specifically, acute lymphoblastic leukemia (ALL).

Lost in last week's chaos was the fact that pharmaceutical giant Novartis was granted FDA approval (following an incredible 10-0 unanimous vote from the agency's advisory committee to recommend approval) for its leukemia drug, Kymriah.

What makes this so critical is that it's the first treatment of its kind to receive such an approval to be used outside of clinical trials.

According to my good friend and colleague, and Money Morning Biotech Investing Specialist Ernie Tremblay, "In early clinical trials at Children's Hospital of Philadelphia (CHOP), 27 kids out of 30 treated with [Kymriah] went into complete remission from their disease. Twenty-four months later, the majority of them were still leukemia free."

The FDA itself called the decision a "historic action," but I think it's got the potential to be nothing short of a revolution in cancer immunotherapy.

Here's what you need to know...