Dear Alex­ion: Ge­off Meacham has some tough love to of­fer as you plan the rest of your year

Last month Bar­clays se­nior an­a­lyst Ge­off Meacham rocked a few boats by tak­ing a Dutch un­cle’s ap­proach in ad­vis­ing Gilead’s ex­ec­u­tive crew, sug­gest­ing they get dead­ly se­ri­ous about do­ing some­thing dra­mat­ic to cor­rect its drift­ing course. Now, he’s craft­ed a new let­ter filled with tough love for Alex­ion $ALXN, which he sees as a com­pa­ny that could use a buck­et of cold wa­ter in the face to wake up from its cri­sis-plagued ex­is­tence.

Unlock this article instantly by becoming a free subscriber.

You’ll get access to free articles each month, plus you can customize what newsletters get delivered to your inbox each week, including breaking news.

SIGN UP LOG IN BECOME A PREMIUM SUBSCRIBER