The First $100 Billion Drug

Barron's Streetwise

Barron's

Business

4.7 • 1.6K Ratings

🗓️ 6 January 2023

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

BofA analyst Geoff Meacham talks about downgrading Pfizer, upgrading Merck, and what he thinks will become the best selling medicine of all time. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	This podcast is brought to you by Fidelity Investments.
0:03.5	Find yourself on solid ground at Fidelity.
0:06.1	We bring 75 years of experience and are hiring licensed financial planners near you.
0:11.2	Visit branches.fidelitycareers.com.
0:14.8	Fidelity is an equal opportunity employer.
0:18.8	Could this drug be the first $100 billion drug in the farming industry?
0:23.9	The biggest ever were the COVID vaccines at $30 billion in one year
0:28.7	and then add these humerus about 20.
0:31.7	A hundred is like just eye popping, right?
0:34.7	Right.
0:36.2	Eye popping and ear popping.
0:38.7	Welcome to the Baron Streetwise podcast.
0:41.2	I'm Jack Howe.
0:42.2	And the voice you just heard is Jeff Meacham.
0:45.2	He's a drug analyst with B of A securities.
0:48.2	And in a moment you'll hear about what he thinks just might be the world's first $100 billion drug.
0:56.2	I'll also explain why he upgraded Merck this past week and downgraded Pfizer.
1:02.2	And he'll share his top big pharma and biotech stock picks right now.
1:12.7	Listening in is our audio producer Jackson. Hi Jackson.
1:16.7	Hi Jack.
1:17.7	And listen, I just want to announce that Citrix is now going to be called Ladrix.
1:23.2	Are those magic the gathering cards?
	...

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