Of course he wouldn't, he specifically said he stays away from the pharma space but he has acknowledged on many occasions that investments in companies like this can be very rewarding. It just isn't his style though, he prefers to invest in companies with products he understands (so coke and maccas rather than drugs/medical devices etc) as well as companies that are already making money as he bases his investment decisions on current valuation multiples rather than potential valuation multiples (ie he's a value investor)
General Comments / Chat, page-7370
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