Q: I hold some shares in Moderna and trying to find out what the future holds (2 yrs). They recently announced that their future COVID vaccine sales are expected to be above original projections, however the stock continues to come down. What is your view on this company as an investment going forward. Thank you.
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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: Aurinia Pharmaceuticals will become self sustaining most likely next quarter, they have had two revenue upgrades in a row! But share price does not appear to reflect this. Shareholders are putting managements feet to the fire looking for alignment to creating value for investors.
What do you folks think is this one ever going to launch?
What do you folks think is this one ever going to launch?
Q: Do you still like it?
Thanks
Thanks
Q: Hi 5i,
The last question on Inari Medical was about 2 years ago. Can you please provide your opinion and your insights for the future prospects of this company and whether you would consider it a sell, hold or buy and why?
Thank you,
The last question on Inari Medical was about 2 years ago. Can you please provide your opinion and your insights for the future prospects of this company and whether you would consider it a sell, hold or buy and why?
Thank you,
Q: Hi,
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
Just wondering your take on Lantheus' earnings, guidance and disposition. I understand that the market doesn't like to the Q3 guidance but the reaction seems over the top. Thoughts?
Cheers, Chris
Q: Can you update FLGT from the last question (Dec, 2022)? Also, I note that it has Q results coming out this Friday - what are the expectations?
Thx J
Thx J
Q: One gets weary of the seemingly endless legal battles that JNJ continues to suffer. I have held on to shares assuming all sides would surely give in to battle-fatigue. My assumption looks wrong, especially after yet another defeat by JNJ on Friday July 28. Worth holding or move on? As always, your opinion backed by your own reasoning would be much appreciated. If you think best trim or sell, what dividend payer in health care would you favor today (US only).
Q: Would welcome your thoughts on latest news- the litigation problem is not going away. Want to keep US healthcare exposure - what about a swap to LLY?
Q: ABBV is approx. 28% off it's high of last year. I am considering a change to one of LLY; ILMN; or ISRG. Do you concur with the change and if so which would you prefer.
Carl
Carl
Q: I would like to increase my exposure to US large cap healthcare, currently own PFE and ISRG. Can you recommend another company that would be complementary to these holdings or would you simply add to the existing positions? Also own some smaller names in this sector e.g. WELL but am interested in increasing the large cap exposure. Thank you.
Q: Hi Peter, the Bausch chart is turning up; your thoughts ? Thank you.
Q: hello 5i:
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L
can you comment on ABBV's earnings. Mostly interested in the companies outlook. Is this still a hold?
thanks
Paul L
Q: Peter; I read the earnings, forecasts etc - looked good- what doesn’t the street like to dump it? Thanks
Rod
Rod
Q: I have a largish position in JNJ and see there is an offer to exchange some or all for a stake in KVUE at a 7% market discount which puts cost close to the IPO price of KVUE based on July 24 AM market price.
What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?
What to do - exchange some or all, ignore or buy KVUE separately rather than end up with a likely odd lot?
Q: Comments on the most recent quarter? And the 5% drawdown is probably just profit taking maybe your thoughts? I’m a long term holder of course but still interested in what you thought.
Q: Hi 5i, Well has been busy this month with acquisition of CarePlus and strategic alliance with MCI. With MCI it mentions AI opportunities in health platform.
Please provide your thoughts on these two events.
Thx.
Please provide your thoughts on these two events.
Thx.
Q: This takes one step forward and then three steps back. I'm down around 10% or so which is not the end of the world however, I just don't feel comfortable with it. Do you think I need more patience? There seems to be a lot of selling pressure on it which makes me nervous. Thanks.
Q: I am up 100% on NVO. LLY has just received an upgrade and am wondering if I should take profits on NVO and move into LLY or just add some LLY and let NVO run. In your opinion are they too much alike to hold both?
Thank you
Mike
Thank you
Mike
Q: WELL appears to be a reasonable recession-resistant investment, and management seems solid to me. Questions:
- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?
- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?
- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?
Thanks.
- How similar is TDOC's business model in comparison, and can WELL differentiate itself enough with its expansion into the U.S. ?
- Can 5i envision any other different avenues of growth for WELL to expand it's offerings within the health sector ?
- Is its current balance sheet sound, and can this company endure a rising interest rate environment ?
Thanks.
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Illumina Inc. (ILMN)
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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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Health Care Select Sector SPDR (XLV)
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Vanguard Health Care ETF (VHT)
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iShares U.S. Healthcare ETF (IYH)
Q: Pls ahare your favorite health stocks or ETFs. I am looking for growth - medium risk. Thanks