Time to shake the rust off after the long holiday weekend. We hope you had a great Thanksgiving, though ours ended on a bit of a sour note with last night's Philadelphia Eagles defeat. We are not giving thanks for covering the spread.
In the news while you were in food-coma ...
- Paul Kedrosky points out a paper from NBER that suggests that public biotech co's may find themselves with a cost-of-capital problem.
- A pretty fascinating peek inside the pharmaco-physician 'thought-leader' relationship, courtesy of Daniel Carlat of the Carlat Psychiatry Report, in Sunday's NYT Magazine.
- Finally, it may be the holiday sale season, but not everything is on sale. Biogen Idec is apparently a little too pricey for Gerard Le Fur.