Topics covered: U.S. and European Drug Pricing, Orphan Drug and Biologics Manufacturing, Domestic Regulatory Uncertainty, Biotechnology and Pharmaceutical Companies Valuation
Companies covered: B/E Aerospace, Inc. (NASDAQ:BEAV), Spirit Aerosystems Holdings, Inc. (NYSE:SPR), Lockheed Martin Corporation (NYSE:LMT), Rockwell Collins, Inc. (NYSE:COL), China Eastern Airlines Corporation Ltd. (NYSE:CEA), Boeing Company (The) (NYSE:BA), AMR Corporation, AeroVironment, Inc. (NASDAQ:AVAV), United Technologies Corporation (NYSE:UTX), Triumph Group, Inc. (NYSE:TGI), Transdigm Group Incorporated (NYSE:TDG), Raytheon Company (NYSE:RTN), Orbital Sciences Corporation (NYSE:ORB), Mercury Systems Inc (NASDAQ:MRCY), L-3 Communications Holdings, Inc. (NYSE:LLL), Heico Corporation (NYSE:HEI), Goodrich Corp., General Dynamics Corporation (NYSE:GD), Freshpet, Inc. (NASDAQ:FRPT), FLIR Systems, Inc. (NASDAQ:FLIR), Esterline Technologies Corporation (NYSE:ESL), Alliant Techsystems Inc. (NYSE:ATK), Sanofi (NYSE:SNY), Pfizer, Inc. (NYSE:PFE), Novartis AG (NYSE:NVS), Johnson & Johnson (NYSE:JNJ), GlaxoSmithKline PLC (NYSE:GSK), AstraZeneca PLC (NASDAQ:AZN), Abbott Laboratories (NYSE:ABT), Precision Castparts Corporation (NYSE:PCP), Northrop Grumman Corporation (NYSE:NOC), Hexcel Corporation (NYSE:HXL), Embraer-Empresa Brasileira de Aeronautica (NYSE:ERJ), Ducommun Incorporated (NYSE:DCO), Curtiss-Wright Corporation (NYSE:CW), AAR Corp. (NYSE:AIR), Cubic Corporation (NYSE:CUB), Smith & Wesson Holding Corporation (NASDAQ:SWHC), Acura Pharmaceuticals, Inc. (NASDAQ:ACUR)
