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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