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Company: Celgene (CELG)
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  Healthcare costs create drag on new tech

New technology is expensive to develop and market. CELG has several new drug/tech's in the pipeline and some seem like great opportunities - but will the future of healthcare cover these promising new modalities? It comes down to whether we are facing a "new normal" in the economy, or if we will recover to the pre-dilution economic levels. The Fed's devaluation of the currency is intended to create modest inflation - but this is actually a dilution of the USD and is only effective if other currencies are not diluted. Healthcare costs will be under extreme pressure going forward and it will take years to reinflate the economy and generate true gains.

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