Investment Q&A

Q: Would appreciate your comments on the Merus Labs update on the review of the German Federal Joint Committee (the "G-BA") related to Emselex® (Darifenacin). A hearing is now scheduled for June 9, 2015, however, the Company anticipates that a final determination of a possible maximum reimbursement price and the specific products which will be included in the proposed class, will likely not occur during the Company's current fiscal year.
Do you think a timing for ruling until next year will create an overhang on the stock and as such hold back it's price appreciation?

Q: Yesterday on BNN you said that GUD was probably #3 in Canadian medical - who is #1 & #2.

Thank you as always.

Q: Hello Team
As you know the FDA has granted Fast Track designation to Intellipharmaceuticals abuse deterrent Oxycodone ( Rexistra ). In a nutshell what are the next steps the company would take to get their product to market such as licensing, selling rights, getting production set up etc? How does it all work? Does Intellipharmaceuticals have the financial might to accomplish the task or will they need help? What is a typical time frame between approval and marketing for a product such as this. Considering the issues around the abuse of Oxycondin I expect that Intellipharmaceutis have a good product and opportunity.
Have a Good weekend
Thanks for your help
Clarence

Q: I have recently moved back into the health care sector with half positions in CRH, CXR and NHC. I'm looking to add to my holdings. How would you rank these three names as well as PHM (or any others).
Thanks for your great service.
Dennis

Q: Hi,

Thanks for suggestion that VRX would be a good candidate for a covered call. I bought 100 shares around $270 in early May and wrote a July $300 call for about $1,500. (Un)fortunately, the stock rose quite a lot so now option is in money. Any suggestions what to do? (i.e., do you like VRX enough to suggest I should buy option at a loss so my position isn't exercised?). Thanks for great service!

Q: Hi Peter & team, Is there anything you know is causing GUD to keep falling.
Thank you!

Q: Hello,

Wondering if you can comment on content below from Neptune's earnings release today? Do you see upside from here? It was apparently up 3.6% after hours in US market though at first glance it's hard to see the positive. I have a small position having bought just over $2 and wonder if it is a buy, sell or hold and why?

Neptune Technologies reports Q4 net loss of $10.68 mln vs loss of $1.33 mln in prior year, revs $4.02 mln vs $3.67 mln in prior year (1.40 +0.04)
Q4 adjusted gross margin was 26% vs 20% in prior year. "In line with Neptune's decision to slow production down to address product handling characteristics, consolidated sales for the first quarter ending May 31, 2015 are expected to come in at approximately $2.0 million, while the gross margin will remain under pressure. However, with the positive momentum we are seeing at the plant and a robust sales pipeline we expect sales for the second quarter ending August 31, 2015 to be materially higher."

Q: Hi Peter/group
I own the following health care stocks
- CXR
- MSL
- PHM
- XLV
- GUD
Recently I sold Catamaran (CCT)and on your recommendation I purchased CXR unfortunately it has gone down 15% in a month my question is take the loss and sell or?...Thanks for your thoughts... PS CXR seems to be getting especially hit hard as it is up substantially this year

Q: Hi . Wondering if you could tell me which of the health insurance cos could merge. I have Aetna.
Any insight on health care companies which might do the same, or pharma companies?
Many thanks for your service.

Q: Hi Team,
I currently own some PHM and would like to add another stock in the Health Care space. I have a reasonable appetite for risk and look for growth over income. Could you please help me decide between CRH and VRX for, say, a two year hold?

Thank you,
John

Q: Considering all the death crosses in their chart, it looks like Biosyent is in a condition where the technical indicators will rule the fundamentals for a bit. I bought it at the top end in an RRSP and TFSA (3%)so is it worth holding. Was the stock just stretched out too far in Q1 or are there some fundamental concerns? I don't have any issue holding on for a couple of quarters or buying a bit more when it bottoms if there are no serious fundamental concerns.

Q: VRX may be buying an Egyptian Co. Seems they were not expected
to go shopping - maybe because of their debt level.

Your opinion please, as I have a 4% position.
Thank you.

Q: When you calculate insider ownership, do you count shares such as options, indirect ownership and restricted rights shares equally with directly held shares. Now that CXV have started their acquisition process what is their insider holdings percentage? Is there any indication of what the contributions of these two acquisitions will be towards CXV's bottom line?

Q: Hello,

Since Jason Donville recommended Biosyent (RX) on December 24 I was in on what I perceived was a dip and luckily out again before it dipped another big chunk. Similar thing with Knight (GUD).

My question is whether there is a price point at which either of these become "no brainer" buys? For an investor willing to absorb some risk are we near that point with each stock at $7?

Q: Thanks for taking my question. You last commented on this company in early 2014. Could you provided an updated point of view on its level of attractiveness?

Q: I recently took profits and sold 3/4 of my position in Nobilis Health (NHC), as I did not feel comfortable with earnings "attributable to noncontrolling interests" being higher than those attributable too NHC (which resulted in a net loss for the quarter). Is this a concern? And how is this calculated?

I am thinking about re-investing the NHC cash into RX and/or GUD. Is there any reason why the market seems to be reacting negatively to RX's recent quarterly results (which actually beat consensus) or is this sell off just sector or valuation related? Also, I note that RX trades at a massive P/B ratio. Is this a concern? Is this a good entry point for RX?

And would you prefer GUD to RX or just buy both? I am fairly risk tolerant and my only other position in the health/biotech sector currently is PHM.

Thanks! Feel free to dock me a couple question credits for this doozy...

Q: do you have any new opinions on Convalo health.By my calculations the company has about .39 cents in cash.Stock trading at .55 .Thank you

Q: After being a top pick of Jason Donville on Dec 24/14,RX's price increased to $12.08 on Dec 31,but it had steadily & sharply declined to $7.57 on May 14 despite 2 good quarterly reports @ end of Feb & May 13.I am really confused.I bought a small amount @ $10. Please advise if this is a Hold,Sell or average down,Thanks for your normal great opinions & services

Q: May I have your opinion on the current results?
Thanks

Q: Looks like they made some anti cancer drug breakthrough on tissue samples? Hate to miss a big rise if it happens, since I have been looking at this one for awhile. Do you think this development is for real?