Q: I bought LLY on your advice a few weeks ago and it has been declining ever since. I am now down 14.6%, marking the steepest decline over this same period of any stock I own. All things being equal, my general rule of thumb is to cut the chord when stocks decline by 15% to minimize future losses. In LLY's case, I hold it in a non-registered account and can thus claim a tax loss. I confess to being disappointed by the stock's recent performance as part of my purchasing decision was driven by your very strong endorsement immediately prior to my purchase. (You had rated the company as a 9/10 for safety and 9/10 for growth.) If you were me, would you wait for LLY to eventually turn around (as I'm sure it will at some point) or are there greener pastures out there?
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hi 5i
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks
Can I have your current thoughts on LNTH please. Nice pop not that long ago with the unsurprising down draft the last week or so now.
Thanks
Q: Your thoughts on this stock. Also, what would explain a yoyo round trip in the stock price in 1 day on increased volume as seen on Monday. Thanks
Q: I realize that all we have is a press release from the company , but what are your thoughts of the recent large acquisition?
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Intuitive Surgical Inc. (ISRG)
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Eli Lilly and Company (LLY)
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UnitedHealth Group Incorporated (DE) (UNH)
Q: Hello,
I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?
Thanks. Esther
I have small investments in LLY, ISRG, and UNH within the health sector. With the recent news about increased competition for LLY in the weight control product market, should I take advantage of the price decrease to increase my stake in LLY, or would you recommend another biopharmaceutical company?
Thanks. Esther
Q: Please update your thoughts on the company after getting hammered post earnings release.
Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?
Thanks.
Is talk of competition from ABT and GLP-1 overdone, or is their moat under pressure?
Thanks.
Q: SIS continues to hit 52 week highs. Anything happening that 5i sees ?
Thx
Thx
Q: Hello 5i
The question on OGN was in October.
It has been on a good run the last eight months. Can I have a current assessment please?
Thank you
Dave
The question on OGN was in October.
It has been on a good run the last eight months. Can I have a current assessment please?
Thank you
Dave
Q: Cipher Pharma made a major acquisition today that they say will double their sales and profits. The new products acquired are also superior to the existing treatment, which has 71% of the USA market, so lots of room there for growth, plus they plan to get approval in Canada and make a deal for ex-North America sales. They also have their drug for toenail fungus, a big market, set to produce final results in about 6 months, with sales expected starting in 2026. This looks like a good growth stock to me, trading at a cheap valuation, given the profit from the new products, and I am wondering what your take is on the acquisition and the stock.
Q: Please provide your view on SOLVENTUM CORPORATION.
Q: What are your thoughts on Edwards LifeSciences (EW) in light of the punishment it’s receiving today in the market? It’s down 29% at the time of writing (July 25). Is the reaction unjustified and a buying opportunity?
Q: Hello 5i: I ask about LLY with the big drop today caused by the Viking Therapeutics announcement. I will appreciate your comments. Sincerely. Barbara
Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.
Thanks,
Thanks,
Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.
Thank you.
Q: Is there any updated information on Reliq Health? Is it doomed?
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Intuitive Surgical Inc. (ISRG)
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AbbVie Inc. (ABBV)
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Eli Lilly and Company (LLY)
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Stryker Corporation (SYK)
Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Q: Lly has been hit hard last few days presumably as a result of news that a competitor has another weight loss drug in the works. Is the sell off over done in your view? Would you continue to hold? Thanks.
Jason
Jason
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Health Care Select Sector SPDR (XLV)
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aTyr Pharma Inc. (LIFE)
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abrdn Healthcare Opportunities Fund Shares of Beneficial Interest (THQ)
Q: Were I to invest in a Growth/Income pairing of healthcare stocks, would you recommend XLV/THQ or XLV/LIFE? I am currently very happy with my XLV/LIFE combination but would appreciate your input re: the use of THQ...
Best regards,
David
Best regards,
David
Q: Can you comment on a current view of NVO and LLY given the sharp recent pullback.Is their moats still valid in GLP drugs?