Today, the World Health Organization to declare the first influenza pandemic since 1968, as a response to the Swine flu, which has caused mostly mild disease outbreaks on four continents.
The swine flu epidemic has hurt certain segments of the market, such as travel stocks, while others, such as shares of pharmaceutical companies, may get a short-term lift, according to observers.
Some of the beneficiaries will be the health care companies that have products that are specific to the swine flu.
Those companies include Roche Holding Ltd. of Basel, Switzerland (RHHBY), which distributes Tamiflu, the primary drug being used to fight swine flu; Gilead Sciences Inc. (GILD) of Foster City, Calif., which holds the patent to Tamiflu; and GlaxoSmithKline PLC of London, which makes Relenza, another drug that can be used to fight the disease.
About Me
- Dr. Junhua Lu
- Junhua Lu BSc, MSc (Fin), CFA, MCSE, PhD Quantitative portfolio strategist with expertise in a broad range of financial modelling and quantitative analysis techniques. Familiarity with a broad range of portfolio risk management and strategies, including portfolio optimization with higher moment, stress testing, back testing, and risk budgeting. Demonstrated ability to employ a variety of advanced econometric techniques to identify potential investment opportunities creatively. Extensive experience with such programming packages as MATLAB, C++, and VBA as well as use of such financial databases as Factset, Bloomberg, CRSP, Compustat, Lipper and Morningstar.
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