Q: Hi team, Dermira Inc is a biopharm stock in the US with a few late stage trials going on. Are you able to give me any information regarding the quality of management/leadership team, and general health of the company, and a timeline for when they might start being profitable? Thanks very much.
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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: Please completely dissect earnings released tonight.
Also, do you know how their drug pipeline is coming along?
Also, do you know how their drug pipeline is coming along?
Q: If the share sell-off continues at a 3MM + rate per day - how long can they continue? Moreover, the management doesn't seem to get it!!
Thank you.
Thank you.
Q: Hi,
I think the payor mix and reimbursement changes are the largest risk to this company. Assuming much more margin pressure, using very conservative estimates, my DCF model points to a higher value then current share price. Their products and services are essential and I can’t foresee a substitute. Am I missing something? Do you guys see any major long-term trends that could threaten their business model?
I have a long-term outlook (5 years out) and can handle volatility. Would you say the probabilities of a double from today's share price in 5 years is high?
Thanks,
R
I think the payor mix and reimbursement changes are the largest risk to this company. Assuming much more margin pressure, using very conservative estimates, my DCF model points to a higher value then current share price. Their products and services are essential and I can’t foresee a substitute. Am I missing something? Do you guys see any major long-term trends that could threaten their business model?
I have a long-term outlook (5 years out) and can handle volatility. Would you say the probabilities of a double from today's share price in 5 years is high?
Thanks,
R
Q: Can you provide your thoughts on PLI as a company and its outlook? Thanks.
Q: Gud seems to be drifting lower each day. Have you changed views on this name. I'm wondering if it might be a value trap.
Q: GUD. GUD is pretty cheap. Good time to increase the number of shares ?
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BMO Equal Weight US Health Care Hedged to CAD Index ETF (ZUH $67.79)
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SPDR S&P 500 ETF Trust (SPY $660.08)
Q: Your portfolio review was helpful and appreciated. Am gradually tweaking our savings re diversification. Presently no healthcare. Am mulling a 3 - 5% (of equity) stake. We can do this in either Cdn or US$. The US healthcare sector is our preference. If we use our Cdn$, it appears you favour ZUH? Can you recommend an equivalent etf if we use our US$? I'm also hoping for your thoughts on whether now even the time to take a position in healthcare (given the current confusion down south) or would we be better off just to add this cash to our SPY or XSP. Thanks for your help.
Q: Do you have any crystal balling as to where the company is going after the FDA's decision on their new drug?
Q: Greetings 5i,
Enteromedics Inc - NASDAQ. Implanted pacemaker-like device that inhibits the nerve pathway from stomach to brain reducing sensations of hunger thus resulting in weight loss. With implants currently underway in many patients, can a case be made for taking a small Speculative position?
Cheers!
Enteromedics Inc - NASDAQ. Implanted pacemaker-like device that inhibits the nerve pathway from stomach to brain reducing sensations of hunger thus resulting in weight loss. With implants currently underway in many patients, can a case be made for taking a small Speculative position?
Cheers!
Q: I'm long CRH but I'm trying to consider all the negative outcomes that could take place. We are aware of the proposed code changes that will effect the reimbursement rate to CRH. But I keep hearing that private insurers will likely follow suit and cut back their reimbursement rate. If only the gov rate cut is factored into this big pull back could there possibly not be another big pull back if they cut back as well? I know CRH came out and stated what the hit to earnings would roughly be from GOV cuts but aren't the private insurers the majority of their income. Thanks
Q: between tso3 and theretechnologies if you had to pick one which would it be and why. dave
Q: good day to you all
would appreciate your updated opinion on Celg
thanks in advance
would appreciate your updated opinion on Celg
thanks in advance
Q: (Comment) Going forward I would expect that any acquisitions that are in CRH's pipeline may have just gotten a lot cheaper for them. Why pay up for CI when your share of the business is suddenly devalued ? Could CRH negotiate a different split on the revenue?
Clarence
Clarence
Q: If you were a holder of CRH, what would you do?
Q: July 19, 2017 ? asked by Darcy:
The answer indicated most selling was on the bid. How is this info calculated and where is it available?
The answer indicated most selling was on the bid. How is this info calculated and where is it available?
Q: Just a follow-up to the information I posted on Sunday: TDSI Action notes report yesterday, revised their target price from the $10 to $5.50 and calling the stock a HOLD. The analyst (only one) states that the 00740 and 00810 codes are being broken into 5 separate codes. "Although the changes include a mixture of rate cuts and increases, we believe the net effect could be an 8.5% reduction in CRH's realized rates."
"The underlying ASSUMPTION is that the proposed rules are implemented as is on January 1 2018".
He also believes the changes will hamper CRH's M&A activity.
Let's hope this analyst ( Lennox Gibbs) has decided to be ultra conservative after being comfortable on Friday.
Clarence
"The underlying ASSUMPTION is that the proposed rules are implemented as is on January 1 2018".
He also believes the changes will hamper CRH's M&A activity.
Let's hope this analyst ( Lennox Gibbs) has decided to be ultra conservative after being comfortable on Friday.
Clarence
Q: Hi Peter and team, I have some PLI and I am interested in other Canadian companies that are in late stage drug development. Are you able to suggest a few companies that have some potential? I realize this is a risky area. Thanks.
Q: Hi 5i, what's the book value per share of CRH? Thanks very much.
Q: What is your oversell level?
I feel there s money to be made in this name.
I feel there s money to be made in this name.