Grateful for your views on Oncorus (oncr-a). Apparently, the CEO was previously head of oncology at Moderna. Any other favorites for growth in the field of immunotherapy ?
Q: hello 5i:
I haven't seen a question on ABBV's latest earnings, so if you've answered already, please ignore this one. If not, can you review their latest quarter and particularly the discussion on drugs in the pipeline? I'm considering adding to about a 2% position.
thanks
Paul L
Further to Dave’s question on Jan 22/21, can you please add ClearField Inc (CLFD) to your database.
The recent quarter appeared to handily beat again, can they continue their impressive growth rates going forward and specifically, post pandemic? Would you start an initial (⅓) position? Is there anything concerning in their financials (P/E, etc) that would make you cautious? The Q2 release mentioned possible supply chain issues in the near term, is this concerning to you?
Given the higher Cdn $ these days it seems like a good time to buy some US stocks.
My other choice is Abcellera (ABCL) which has fallen quite a bit in the last 3 months. Any specific reason for the decline other than vaccines are more widely available/distributed.? Any preference between these two? I don’t own either stock currently.
Q: Would you consider Well a stock suitable to be held as a full position, half, less? It is held in a portfolio that is (using the subjective phrase), "mildly conservative" because Well's business is more traditional (health care records, etc)
Q: What do you think about their announced NCIB? Since they are a growth by acquisition growth company, they have a tendency to issue shares and they need their available cash. Why would they start buying back shares in this case? Are they just trying to ‘stick it’ to the short sellers? Seems like a weird capital allocation strategy to me.
Q: Re my Q on Ap 30,allow me to clarify that a group of Bank increased the credit of CRH by $100m to $300m after Well had completed acquisation.How come? Txs for u usual great services & views. Article by P Hodson in Financial Post on May 1 re short sellers is very educational, It appears to me that it is an opportunity to buy Well.
Q: I am considering investing in this company. Can you please comment on the recently announced earnings. Do you like this company or is there another company in this space that you prefer. What type of return would you expect going forward? Thank You.
Q: I have a large position in Tdoc relative to my portfolio which I’ve been holding at a loss since Feb. Can I get your comments please on the earnings? I’m wondering whether to hold and hope for a recovery. My average cost is $213. Thanks.
Q: please give an opinion on the recent U.S. Patent for Treatment of Bladder Pain Syndrome and REBORN1 their 10-week open-label randomized study to evaluate the effect of inhaled QIXLEEF compared to morphine sulfate ... also, is this a buy... much thx
Q: ABBV is mentioned and recommended frequently in the 5I questions. I have heard that Humira is its strongest asset; is that the case? A BNN guest the other day referred to Humira coming off patent in 2023; does this affect its long term prospects? The company has a very healthy dividend, especially for a US entity; is this sustainable in the long term? Any other comments about ABBV? Thank you for your excellent service.
Q: Hi group need more exposure to real estate and health care - could you recommend a few in each sector also a few ETF would be helpful. I have some ready cash to deploy but am a bit queasy about investing into todays market feels oversold? also India , South America are struggling with COVID what's you thoughts (leaning towards waiting until Virus is better controlled. Wait or jump in Appreciate your thoughts