@david_wainer

Columnist @WSJ Heard on the Street @WSJheard

 New York, NY
wsj.com/news/author/david-wainer
Joined January 2014
  • Tweets6.5K
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  • Followers2.8K
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Moderna’s stock plunged after its latest cancer-vaccine data. Doctors celebrated. How can both be right? The market wasn’t just judging the science, but the sky-high expectations baked into the stock. My latest on Moderna’s valuation vs. scientific promise.
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wsj.com/health/pharma/modern…

Moderna Investors Should Brace for More Whiplash

Even after its latest sharp fall, the drugmaker’s stock price assumes wild successes.

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Been a while since I’ve posted here. Back with a new column on healthcare stocks, which have gotten more expensive than the broader market. Is healthcare becoming a crowded defensive trade—or is there a good reason investors are willing to pay up?wsj.com/finance/stocks/healt…

Healthcare Stocks Are Rallying, and Flashing a Warning for the Rest of the Market

The sector is trading at a premium as investors seek safety from AI jitters.

wsj.com
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🧵On March 29, 2023, Wall Street Journal reporter Evan Gershkovich was detained in Russia for doing his job. He remains in a Russian prison. We’re offering resources for those who want to show their support for him. #IStandWithEvan 🧵 wsj.com/Evan
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It has been six months since Evan was wrongfully imprisoned. Enough is enough. Evan did nothing wrong. Let him go. #IStandWithEvan
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Tomorrow, September 29, will mark six months since Evan Gershkovich was wrongfully detained by Russia. Join @WSJ and the broader Dow Jones community for a social storm at 10:30 a.m. ET to help keep Evan’s story front and center #IStandWithEvan dowjones.com/press-room/six-…

Six Months | How You Can Use Social Media To Support Evan Gershkovich

On Friday, September 29, we will mark six months since Wall Street Journal reporter Evan Gershkovich was wrongfully detained by Russia and falsely accused of espionage. Dow Jones, The Wall Street...

dowjones.com
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“As the politicians are going after them, ironically, PBMs are having a great year.” wsj.com/articles/those-hip-s… @david_wainer

Those Hip Surgeries Are Now Mostly Priced Into Insurers’ Stocks

Managed-care organizations have outperformed the broad market, and could have room to run.

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The highest grossing drug of all time, AbbVie's Humira, is now facing 8 biosimilars. But so far it's lost almost no market share largely thanks to AbbVie's strategy of "burning down the house so nobody else can have it." wsj.com/articles/how-abbvies…

How AbbVie’s Humira Still Reigns, Despite New Competition

Quarterly revenue for blockbuster arthritis drug declines, largely because of discounts for middlemen.

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Earlier this month, the FDA gave its full approval to Leqembi, the first Alzheimer's drug that can slow the progression of the disease. Today, GE HealthCare discussed the expected growth in demand for its imaging business as a result of the new drug wsj.com/articles/a-surprisin…

A Surprising Beneficiary of New Alzheimer’s Drugs: GE HealthCare

Biogen, Eli Lilly drugs will expand the imaging market for companies in the diagnostics space.

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The #FDA decision will help expand access to contraception. Back in May, I argued that there is an opportunity here to increase usage among the uninsured, who also happen to have higher rates of unwanted pregnancies. wsj.com/articles/otc-birth-c…

FDA Approves First Over-the-Counter Birth-Control Pill

The approval significantly expands access to contraception among women across the U.S.  

wsj.com
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America Is Wrapped in Miles of Toxic Lead Cables wsj.com/articles/lead-cables…

America Is Wrapped in Miles of Toxic Lead Cables

Telecom companies laid them decades ago and thousands were left behind, posing a hidden health hazard today, a WSJ investigation found.

wsj.com
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If BioMarin's gene therapy for hemophilia A is approved by Friday, it would be the third treatment in this revolutionary space to get the FDA nod in recent weeks. But getting patients to take its treatment will be an uphill battle. My latest $bmrn wsj.com/articles/new-gene-th… @WSJ
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Negligence and misconduct at a federal jail in New York gave financier Jeffrey Epstein a perfect chance to kill himself, a government watchdog said wsj.com/articles/jeffrey-eps… via @WSJ

Jeffrey Epstein’s Suicide Underscores Negligence in Federal Prisons, Watchdog Finds

A pattern of negligence and misconduct by staff at a federal jail in New York gave the disgraced financier a perfect opportunity to kill himself in his cell in August 2019, the Justice Department’s...

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Drug companies have barely rolled out new injections for obesity but orals are already the new frontier. Novo could be first but Lilly $LLY might have a manufacturing edge. Pfizer , meantime, just announced a setback wsj.com/news/author/david-wa…

David Wainer - WSJ

David Wainer is a Heard on the Street columnist in New York for The Wall Street Journal, writing on Wall Street’s intersection with healthcare, food, travel and consumer trends. His coverage spans...

wsj.com
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Sorry. Here is the right link : wsj.com/articles/pill-for-ob…
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David Wainer retweeted
Bel Trew
@Beltrew23 Jun 2023
In new audio messages posted to Telegram (allegedly) from Prigozhin he says “This is not a military coup, but a march for justice. Our actions do not interfere with the troops in any way”. This is getting more and more bizarre.
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Can someone tell me what's going on here? wsj.com/articles/ukraine-sho… via @WSJ

Wagner Stops March on Moscow as Belarus Brokers Deal

Yevgeny Prigozhin said his forces will stop their march on Moscow and return to their camps to avoid bloodshed, as the Belarus president Alexander Lukashenko announced a deal.

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Young children with Duchenne muscular dystrophy can now get the first gene therapy promising to treat the crippling and fatal muscle condition. But it is expected to cost millions of dollars wsj.com/articles/first-gene-…

The Price of First Gene Therapy for Muscular Dystrophy: $3.2 Million

The drug, from Sarepta Therapeutics, promises to repair the defective gene at the root of the fatal disorder, but is expected to cost millions of dollars.

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The biotech industry claims the title for the shadiest when it comes to insider trading. Execs Make Millions via Timely Trades of Competitors’ Stock — ProPublica propublica.org/article/secre…

Wealthy Executives Make Millions Trading Competitors’ Stock With Remarkable Timing

Never-before-seen IRS records show that CEOs are sometimes making multimillion-dollar bets on the stocks of direct competitors and partners — and doing so with exquisite timing.

propublica.org
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Employers pay consulting firms to make sure middlemen aren't ripping them off. But some of those consulting firms are actually getting paid by the middlemen too, which one might say creates a bit of a conflict of interest... Great reporting @bobjherman statnews.com/2023/06/20/pbms…

‘It’s beyond unethical’: Opaque conflicts of interest permeate prescription drug benefits

A largely hidden flow of money between major consulting conglomerates and PBMs compromises the firms’ ability to choose prescription drug benefits for employers.

statnews.com
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