Joseph Walewicz discusses his coverage of specialty pharma companies. Mr. Walewicz says the election cycle and talk of drug pricing are headwinds for pharma overall and particularly for the small caps in his coverage. He believes that clarity will be realized over the next year and that people will revisit the small-cap pharma space. With stocks beaten down, Mr. Walewicz looks for companies that are focused on organic growth and have low or modest leverage.
Full interview available here.
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