Epstein Secrets

r Diagnostics and Versartis. Prior to joining New Leaf, Mike was a Principal at the Boston Consulting Group (BCG) where he was a core member of their Health Care practice. Mike graduated magna cum laude from Harvard University with an AB in biochemical sciences and received his Ph.D. in molecular biology and g

y athenahealth), Nuvelo (NASDAQ: NUVO), Sapient Health Network (acquired by WebMD), Spotfire (acquired by Tibco Software), and Combichem (acquired by DuPont). He also led our investment in, and was a board observer at, Audax Health (acquired by UnitedHealth/Optum). Immediately prior to joining Sprout, Phi

tax of overseas earnings of US firms’ subsidiaries at reduced rates. Non-Financials in the S&P hold at least $1.2tn in overseas cash (mostly Tech and Health Care). If half was used for buybacks, this could add 3% ($4) to S&P 500 EPS. A redux of 2004 where companies used 80% of cash for buybacks may be less lik

anufacturing 5% Bristol Myers 9.0 Information {including software publishers} 4% Eli Lilly 8.0 Finance, insurance, real estate, rental and leasing 4% DuPont 17 Transportation equipment manufacturing 3% Pepsi Co, Inc. 14 Management of companies and enterprises 3% Intel 62 All other industries 2% Coca-Cola

nce in the health system in order to enhance % of Healthcare facilities reporting comprehensive % 10 100 NA 10

he trend is towards the streamlining of operations and specialised vehicles. As an example, the largest petrochemical and agrichem companies, Dow and Dupont, plan to merge and then split into three different businesses, providing more specialisation. We can see the advantages of the specialised entity mod