The Minutes of David Tepper on pharma https://minutesof.com/david-tepper/on/pharma/ Everything David Tepper has said on pharma: 3 verbatim quotes from March 2017, each with a timestamp and a link to the recording it came from. en Sun, 30 Aug 2026 16:22:31 +0000 Tepper argues Allergan's aesthetics business being taken down with regulated pharma was crazy since aesthetics https://minutesof.com/q/e6e7d1a3-d380-4bfb-8fe7-4b6f6dacea25/ https://minutesof.com/q/e6e7d1a3-d380-4bfb-8fe7-4b6f6dacea25/ “It's not affected by, regulation, that part of the business, the aesthetics business. So we thought that part of the business getting, you know, taken down with everything else was just absolutely crazy.” — CNBC Wed, 08 Mar 2017 14:49:52 +0000 pharma Tepper says Allergan multiples were too low partly because the stock got tied to Valeant, which he calls nonse https://minutesof.com/q/c76f458c-d640-4d50-9fd3-6ad66bf67f6e/ https://minutesof.com/q/c76f458c-d640-4d50-9fd3-6ad66bf67f6e/ “the multiples were too low, and they put for some reason because it was tied in somehow with the valiant, you know, the nonsense with valiant.” — CNBC Wed, 08 Mar 2017 14:49:52 +0000 pharma Some days I say it's really cheap. I should buy more. And some days I don't know why the heck I look at https://minutesof.com/q/1c2d05ba-239f-4e5c-97c6-9ced16def301/ https://minutesof.com/q/1c2d05ba-239f-4e5c-97c6-9ced16def301/ “Some days I say it's really cheap. I should buy more. And some days I don't know why the heck I look at” — CNBC Wed, 08 Mar 2017 14:49:52 +0000 pharma