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.
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