Q: Thoughts, comments, concerns, recommendations. I am concerned they only have 1 solid drug with relatively narrow application, all beit, important but sitting on considerable cash. Not sure what else may be in the trials pipeline.
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Investment Q&A
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- Biogen Inc. (BIIB)
- Intuitive Surgical Inc. (ISRG)
- Stryker Corporation (SYK)
- Guardant Health Inc. (GH)
Q: Favourite US health stock for TFSA long hold, other than ABBV? Thanks
Q: Your opinion please on recent IPO cell therapy company, Century Therapeutics and most especially any comments on their most interesting takeover of small private Canadian company Empirica which was purchased last June. I understand that the former Empirica (U of T & McMaster talent) takeover involved in innovative brain cell molecular identification was a big lever to go public .
Thanks for all your wisdom,
Dean
Thanks for all your wisdom,
Dean
Q: What is your view about this company, just listed last month.
Thx
Thx
Q: Can I please get your thought on ABCL. I own it but with it consistantly drifting lower, I'm wondering if I should cut my losses and move on,
Thanks
Dave
Thanks
Dave
Q: I am looking at this company for my TFSA ( which is 4% of my total cash/ registered portfolio and used for my more aggressive stocks).
Valuation seems fine , sector is good ( although there are some big boys in this field). Reports indicate that management is quite experienced and this is a major factor for me. Can you provide information on the specific management individuals ? What is your assessment of the company? Thanks . Derek
Valuation seems fine , sector is good ( although there are some big boys in this field). Reports indicate that management is quite experienced and this is a major factor for me. Can you provide information on the specific management individuals ? What is your assessment of the company? Thanks . Derek
Q: Gritstone Bio (GRTS) is a small, early-stage biotech company to which Gilead Sciences has provided some funding under an agreement announced on Feb 1, 2021:
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."
GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?
Q: What is your opinion of this stock given latest news
Thanks Mike B
Thanks Mike B
Q: I'm looking for small caps to replace the nice win with PHO and want to increase my exposure to Healthcare. Do you have any thoughts on these names for exposure in this space? Thank you.
Q: Appointed Nathoo as SVP,Capital markets who was a executive @ GS in his previous job .Nice increase in price afterwards .Any reason for such a move. Please comment .Txs for u usual great services & views
- Intuitive Surgical Inc. (ISRG)
- AbbVie Inc. (ABBV)
- Cardinal Health Inc. (CAH)
- Johnson & Johnson (JNJ)
- Stryker Corporation (SYK)
- Guardant Health Inc. (GH)
Q: Hello 5i Team.
Thank you for all the insights into investing - it has been profitable both educationally and financially.
7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.
I enjoy reading your resources and recommend it often.
Kevin
Thank you for all the insights into investing - it has been profitable both educationally and financially.
7% of our portfolio is in geared to health care with a holding of 5 stocks , GUD - (slightly underwater but is the hopeful flyer), Medtronic - MDT, Cardinal Health - CAH, Abbvie - ABBV, Johnson & Johnson- JNJ. In an effort to reduce the overall number of stocks in our TFSA, RRSP and taxable accounts I was considering liquidating CAH and JNJ and either purchasing more ABBV or adding SYK, unless of course you can recommend another US health care stock. JNJ and and CAH have been the laggards of the US group since my initial purchases. I realize MDT and SYK might be similar but i do believe surgeries should increase in 2022.
I enjoy reading your resources and recommend it often.
Kevin
Q: Is this a buy, hold, or sell and why?
Thank you
Thank you
Q: I am up 100%, but was up 250% a few months ago. I trimmed a bit in the mid 20's. What is your outlook on the stock. Should I sell outright or hold? Thanks
Q: Hi Guys
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia
I am interested in these two companies. Could you give me your thoughts on them and if you think they are worth taking a position, do you have a price point you would suggest for entry? Thanks Patricia
Q: Hi team,
What are your thoughts on Atea pharmaceuticals? Apparently they are in stage 3 trials of an oral Covid therapy drug? It has had a significant pull back off it’s highs.
Thanks,
Kerri
What are your thoughts on Atea pharmaceuticals? Apparently they are in stage 3 trials of an oral Covid therapy drug? It has had a significant pull back off it’s highs.
Thanks,
Kerri
Q: Akumin seems to have gone nowhere lately. Does
the new purchase seem to be accredtive and create some interest?
the new purchase seem to be accredtive and create some interest?
Q: your opinion and is it a buy at this price ..thx
Q: I would like to increase my health care sector weighting. It is presently 0.3% of my portfolio with one stock, CSH.UN. What quality health care stocks would 5iReseach recommend & should I also add to CSH.UN to help increase the sector’s weighting. Thanks … Cal
Q: Hey Team,
Just curious if you have any different take on Care from your original answers a couple months back.
Seems enticing at these levels.
Thanks in advance,
Just curious if you have any different take on Care from your original answers a couple months back.
Seems enticing at these levels.
Thanks in advance,
Q: What are your thoughts on WELL Health Technologies at this time