Healthcare 02 (May 15 - Dec 23)

Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Wed May 24, 2017 9:15 pm

THIS BOOM ISN'T STOPPING ANYTIME SOON

Today, we're sharing more proof that the bull market in one sector is still going strong...

For the past several years, our colleague David Eifrig has told his subscribers to put their money to work in health care stocks. He has argued that these companies "have one of the world's greatest tailwinds at their backs."

As Baby Boomers get older, they'll need to spend more money on prescriptions, medical devices, lab tests, and other health services.

Two health care companies have been benefiting from this megatrend: Baxter International (BAX) and Quest Diagnostics (DGX).

Baxter makes systems for treating patients with a range of conditions, including hemophilia and kidney disease.

And Quest is the worldwide leader in diagnostic testing, with more than 2,200 centers across the country. Its roughly 43,000 employees serve one in three adult Americans each year.

As you can see below, shares of Baxter (blue line) and Quest (black line) have surged over the last 15 months. They're up around 50% and 60%, respectively, since the end of February last year...

And both just hit a fresh all-time high (on a split-adjusted basis). This massive trend is going to be around for years to come...

Source: Daily Wealth
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Fri Sep 15, 2017 10:53 am

Obama’s last gift to investors (a potential 418% gain)

by Nick Rokke

Obamacare Means More Profits for Drug Companies.


Since I told you about biotechs in March, the iShares NASDAQ Biotechnology ETF (IBB) rose 15%. The S&P 500 is only up 4% over the same period.


Source: Palm Beach Daily

http://thecrux.com/obamas-last-gift-to- ... -418-gain/
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Fri Oct 13, 2017 11:23 am

What this leaked Trump memo means for drug stocks

by Nick Rokke

According to a recently leaked White House memo, President Trump is about to ease regulations on drug companies.

The memo contains a draft of an executive order that’s friendly to the drug industry’s interests. And according to media reports, President Trump could be just weeks away from signing it.


Biotech valuations are 16.7% below their five-year averages.


Source: Palm Beach Daily

http://thecrux.com/this-leaked-trump-me ... ug-stocks/
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Wed Oct 18, 2017 11:02 am

Tech Fund #4 – Biotech

One of the most powerful trends of 2018 will be the continued demographic shift of America, with aging Baby Boomers reshaping our economy and our healthcare system.

And the best way to play this trend is via the SPDR S&P Biotech ETF (NYSEARCA:XBI), which covers the companies creating the next generation of blockbuster drugs.

Individual biotech stocks can be risky plays, soaring on positive drug trials or crashing after failure to get an FDA approval, and a diversified fund is a good way to smooth out the ride.

I prefer XBI to other biotech funds because it subscribes to a modified equal-weight index that prevents a single holding from representing too much of the portfolio.

For instance, right now the largest holding is only 3% of its total. Compare that with the popular iShares Nasdaq Biotechnology ETF IBB, +1.02% where the top three holdings represent a whopping 25% of the portfolio.

XBI is cheaper to boot, with a gross annual expense ratio of 0.35%, or $35 on every $10,000 you invest.

If you want to play biotech, you want the picks with the greatest potential. And the methodology behind XBI ensures you have more of your assets in small, up-and-coming companies that might break out the most.

Source: Investor Place
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Wed Oct 25, 2017 7:57 pm

Generics: Can’t Sugarcoat Pricing Pressure

By Johanna Bennett

Will the third quarter earnings season be any different? Cantor Fitzgerald’s Louise Chen warns not to expect much price improvement.

She cited the results released today by Swiss drug maker Novartis (NVS) as an early warning sign.

Based on our discussion with generics companies, we are not expecting generic drug price erosion to get any better this quarter.

NVS's (Not Covered) Sandoz is the first large generics business to report 3Q17 results and management noted that it continues to see pricing pressure in the U.S.

Chen goes into more detail what her discussions unearthed:

1. Consolidation of generic drug manufactures has not been enough to offset the leverage of the three largest buying consortiums (Red Oak, WBAD and ClarusOne)...

2. Based on our diligence, we think there is still room for consortiums and wholesalers to put downward pressure on generic drug prices. That said, this would adversely impact their margins.

3. One reason generic drug prices are not getting better is that there has been an increasing numberof Indian and Chinese generic drug manufacturers coming back into the U.S. market. They were meaningful players years ago, but were out of the U.S. market for a few years as the FDA increased manufacturing scrutiny on these companies.

4. New product launches are a good way to offset generic drug price erosion in 2018.

5. The greatest price swings are in about 30% of the portfolio of generic drug companies. The rest of the portfolio is usually stable and has limited competition (2-3 player markets)

Source: Barron's

http://www.barrons.com/articles/generic ... yptr=yahoo
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Wed Nov 08, 2017 8:33 am

This trade is one of your best chances to get crypto-like gains in stocks

by Steve Sjuggerud

The biotech sector recently fell by 8% in three weeks.

I believe the bust is overdone. And now is a great moment to swoop in and buy…

Biotech stocks (as measured by the Nasdaq Biotechnology Index) dramatically outperformed tech stocks in the final months of the last great Melt Up.


The oversold extreme appears to be gone in biotech. It looks like the downtrend might be over, and we could be right at the start of an uptrend.


Source: True Wealth Systems

http://thecrux.com/biotech-is-a-screami ... buy-today/
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Wed Nov 08, 2017 1:04 pm

China: <Research Report>Deutsche Lifts TPs for Pharmaceutical Stocks; Top Pick SINO BIOPHARM (01177.HK)

Deutsche Bank, in its report, said in China, drug consumption grew 14.6% yearly in September, as compared to 12.1% in the first 8 months of 2017;

Inpatient and outpatient traffic increased 5.5% and 1.9%, respectively, in 1H17;

Government spending on healthcare grew 16% yearly in the first 9 months of 2017, higher than 10% in 2016;

Vitamin C prices remained high; 6-APA prices were flat while 7-ACA prices increased 8% monthly in October.

Based on the above figures, the broker raised the target prices of pharmaceuticals, with top picks SINO BIOPHARM (01177.HK) and UNI MEDICAL (02666.HK), both rating at Buy.

Shares/ Target prices (HK$)
FOSUN PHARMA (02196.HK)/ 34.4 ->36.8
CSPC PHARMA (01093.HK)/ 14.0 ->15.9
UNITED LAB (03933.HK)/ 5.9 ->6.3
3SBIO (01530.HK)/ 15.1 ->17.0

Source: AAStocks Financial News
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Re: Healthcare 02 (May 15 - Dec 17)

Postby behappyalways » Fri Mar 16, 2018 8:51 am

The rise and fall of Theranos and Elizabeth Holmes
http://money.cnn.com/2018/03/14/technol ... index.html
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Sat Aug 18, 2018 9:45 pm

Drug stocks have also had a rough time in recent years, but you own several. What is the draw?

You can differentiate between companies with organic prospects, versus those that are much more financial-engineering-oriented.

Companies like Sanofi [SAN.France] and Pfizer [PFE] didn’t do research and development; they just did mergers and acquisitions. It’s a telltale.

We are biased toward those with their own R&D capabilities, like Roche Holding [RHHBY] and Gilead Sciences [GILD].

The biggest fear for Roche is that its top three blockbuster drugs are going off-patent, and people fear the erosion [of sales] will be as steep for biosimilar competition as it is from generics.

We disagree. And, they are completely ignoring the new drugs already in the market—one for multiple sclerosis and another for hemophilia—which have even bigger blockbuster potential.

Also, Roche has terrific capability in immuno-oncology, which is the hottest trend in cancer therapies. But they are a very conservative company. They tend to not to talk about their breakthroughs and data as much as some of their American counterparts, so people think there is nothing there.

Source: Barron's

https://www.barrons.com/articles/the-tw ... 20Magazine
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Re: Healthcare 02 (May 15 - Dec 17)

Postby winston » Sun Dec 16, 2018 8:54 am

not vested

Fidelity Select Healthcare (FSPHX)

This fund has always measurably enhanced our overall return while moderately reducing our portfolios' risk profile ... except in short-lived pullbacks.

This is also not your average healthcare fund -- not in terms of its manager, performance, or holdings. Manager Eddie Yoon invests in companies involved in the design, production, or sale of healthcare products and services, including, but not limited to: pharmaceutical, diagnostic, administrative, medical supply, and biotechnology companies.

Eddie invests with an eye on the necessary demographic trends and stories of aging boomers needing a youth-inducing crutch, as well as on the emerging market theme of new consumers demanding better healthcare.

Moreover, there is growth found in emerging-market consumers demanding more and better healthcare. This sector also hosts one of the best long-term track records of high performance, lower risk and solid dividend yields.

Foreign investments make up 12.6% of the fund's holdings. The top sub-sectors are healthcare equipment (29.1%), biotechnology (23.3%), and managed healthcare (19.4%). And he invests nearly half of the portfolio in the fund's top 10 holdings.

The fund takes advantage of the healthcare market fundamentals: necessary goods and services
for huge, worldwide demographics that are aging and whose collective demand isn't slowing.

It's a solid and thoughtful way to get just a little more from the money you're putting towards the healthcare trend.

Source: investor Place
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