Stock price when the opinion was issued
(A Top Pick Oct 22/18, Up 25%) The Bristol acquisition was perfect. CELG boasts strong competitive barriers to their products and their product pipeline will pleasantly surprise the market. He's not worried about the US election and the negative effect on US healthcare; in fact, he loves buying stocks when others fear or hate them.
They were working on some drug trials which didn't work as expected. Acqusitions didnt work out either The balance sheet is weaker than before. Some of their drugs will soon lose their patent.