in its bonds, which appear indicated at rich levels even for the agencies' BBB-/Baa3 ratings. Contributed by Julie Stralow , CFA Industrials While we expect rising interest rates to put a short-term cap on homebuilding activity and pricing
catalysts in the near future, as it separates more fully from Pfizer PFE (rating: AA, wide moat). Contributed by Julie Stralow , CFA Industrials Across the industrials sector, trends in credit quality remain stable to slightly positive. We
shareholders due to weak growth prospects associated with its large patent cliff and weak pipeline. Contributed by Julie Stralow Energy As we look to the second quarter, we see three issues that could affect credit spreads in the energy sector
the addition of cash from this potential sale would alleviate Boston's refinancing risk over the next several years . As a result , we would consider bumping up Boston's credit rating . Julie Stralow , CFA , contributed to this note .
excellent revenue and profit expansion for Angiotech. Julie Stralow FoxHollow Maintains Estimates (Maintaining) FoxHollow ..... we don't expect to change our fair value estimate. Julie Stralow Time Warner Releases First-Quarter Results (Maintaining
safety of drug-eluting stents, and this has dealt a severe blow to Angiotech's stock price. However, analyst Julie Stralow thinks that sales of Taxus will stabilize now that the Food and Drug Administration has weighed in with its opinion
sales, since 100% of revenue will benefit Angiotech, in contrast to its single-digit royalty stream on Taxus. Julie Stralow Pleasing 2006 for White Mountains Insurance Group (Maintaining) White Mountains Insurance Group WTM reported a 21
the new Erbitux data should bolster Imclone's fight against Amgen and could also bode well for good results from other ongoing trials of Erbitux in areas like lung and pancreatic cancer. Julie Stralow , CFA, contributed to this note.
Kos' competitive position and deliver more sales with existing and potential products. Abbott will have to extend the reach of Kos' products significantly to make this deal a resounding success. Julie Stralow contributed to this note.
Plus, when generic versions of Adderall XR enter the fray in 2009, decision-makers may feel incentive to switch back to Adderall XR if the abuse-resistance benefits of NRP104 appear limited. Julie Stralow contributed to this note.