Naama Baram of Teva Pharmaceuticals

The Education of a Value Investor

This conversation was with Naama Baram - who is the General Manager of Teva Pharmaceuticals in Switzerland.

Full transcript available here: https://aqfd.docsend.com/view/agf6a952mbzupdb9

Teva and the Pharma Industry
https://tevapharm.com/
https://twitter.com/bnaama
https://www.linkedin.com/in/naama-bar-am/
https://www.instagram.com/p/BbZqLWpB4OF/?igshid=53huznuez7i

Meditation
https://plumvillage.org/about/thich-nhat-hanh/biography/
https://www.eckharttolle.com/

Poetry
Maria Wislawa Szymborska
https://www.brainpickings.org/2017/10/23/wislawa-szymborska-pi/

Teva Background: 00:48:500
Teva and generics soon to come off patent: 03:05:500
Teva Copaxone 04:38:000
Teva R&D efforts: 06:42:500
Teva R&D budget allocation: 07:51:000
Investment stages in clinical trials: 09:400:500
Teva R&D budget decisions: 10:53:500
Evaluating Teva for investment: 11:11:500
Teva Remicade: 12:23:500
Worlds of healthcare services and devices: 15:17:500
Pharma industry and covid19: 17:06:400
Naamas' family life work balance: 19:50:000
Key things about meditation: 21:56:000
Mediation routine: 23:00:000
Difference between daydreaming and meditation: 24:13:200
Meditation Resources:
Thich Nhat Hanh: 25:30:000
Eckhart Tolle author of The Power of Now and A New Earth: 25:42:500
Naamas' poetry journey: 26:23:000
Favourite Poets:
Maria Wisława Anna Szymborska: 27:32:000
Bible poems: 28:43:000
Whose texts should be in the Bible if it were to be rewritten:
Yehuda Amichai: 29:06:900
Rumi: 29:21:400
Hafez: 29:34:500
Companies & CEO admiration: 30:32:500