Healthcare: Top Picks Q4 2013 – High selectivity limits choices to two : Qiagen and Fresenius SE
Despite an expected approval of Opsumit in October in the US (and potentially a CHMP decision in December), we are removing Actelion from our Top Pick List for Q4 after its strong performance. Next stage in the story is now dependent on selexipag and execution which are more 2014 topics.
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