Viewing Company Celgene Corp | StockChase
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Celgene Corp Stock Symbol: CELG-Q

Last Price Recorded: $122.2600 on 2017-04-21

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Date Signal Expert Opinion Price
2017-04-19 TOP PICK Bruce Murray

One of the surest growth stocks out there. They have a product called Revlimid which treats a whole series of blood cancers. The one they have right now is multiple myeloma, and it prolongs people’s lives substantially. They are going to grow revenue 25% over the next 4 years. It is selling at 18X. Thinks it gets close to $200 in the next couple of years. (Analysts’ price target is $143.)


Price:
$122.920
Subject:
LARGE CAP GROWTH & DIVIDENDS
Bias:
UNKNOWN
Owned:
Yes
2017-03-07 BUY on WEAKNESS John Stephenson

He really likes this. If you look at all the biotechs, this has got the best pipeline of any. This is one you pick up on weakness. Earnings growth is very strong. Valuation is reasonable. Healthcare is probably a sector that shines in the 2nd half when we get through the Trump agenda.


Price:
$122.080
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BULLISH
Owned:
Yes
2017-02-22 TOP PICK Paul Macdonald

Just added this in January. The company has a blood cancer drug that is really going to be the dominant player in that space. Has a huge pipeline of trials that are coming out with Revlimid . Also, diversifying their pipeline with Otezla. Between now and 2020, they are going to double revenues, and they don’t need success in their pipeline to do so. Trading at 16.9X forward earnings, and that grows down to 14X 24 months out. (Analysts’ price target is $140.27.)


Price:
$119.270
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-09 DON'T BUY John Petrides

They are a biotech large cap with a drug that has been one of their cash cows (50% of sales) and they are using that to bolster their pipeline.  He really likes it.  However, there are more attractive stocks in the healthcare space.  There is better value to be had elsewhere in the space.


Price:
$116.740
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Unknown
2016-11-30 TOP PICK Gordon Reid

We are in a much more favourable regulatory environment, and feels this company is a wonderful entry. This is a bio pharma, as opposed to a chemical pharma. Unlike past years where they traded at a 2X and 3X multiple, they are now trading at or below the multiples of the traditional pharmas. Also, growth metrics are much, much better and much more exciting. Feels this has a long way to go. (Analysts’ price target is $139.08.)


Price:
$118.510
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2016-11-18 TOP PICK Stan Wong

This is a beneficiary of the mandate coming from the Trump administration. With the Hillary Clinton overhang being out of the way, he likes this. This continues to have very, very strong growth prospects and will benefit from aging demographics. This is more in the cancer drug type of space and have a good pipeline of drugs that are coming through. They have a growth plan to double their revenues to more than $21 billion by 2020. Trading at 18X forward earnings with a long-term growth rate of 20%. (Analysts’ price target is $139.)


Price:
$121.970
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
CAUTIOUS
Owned:
Yes
2016-10-25 TOP PICK John O'Connell, CFA

A biotech company making drugs, predominantly for the cancer industry. About 20% growth per annum over the next 5 years. Probably one of the largest biotech knowledge companies. Huge balance sheet. Extremely profitable. He doesn’t think doctors are going to stop prescribing drugs that save you from cancer, regardless of what the government does.


Price:
$97.630
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Yes
2016-10-04 TOP PICK Bruce Murray

The top biotech company in the US. They have 18 drugs that are in phase 3. They have a drug revlimid that is for multiple myeloma and otezla for immune problems. Selling at about 18X earnings and thinks it will grow 20% per annum through the next several years. His target price is $150-$160 going out to-3 years.


Price:
$104.670
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
Yes
2016-09-19 PAST TOP PICK Teal Linde

(Top Pick Sep 14/15, Down 11.18%) The largest pharma company working on fighting blood borne cancers.  They are growing top and bottom line about 20%, so they are attractive.  The sentiment for the health care sector has been negative through this election campaign.  Buy on a pullback.


Price:
$107.730
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Yes
2016-08-23 TOP PICK Zachary Curry

A biotechnology company that is primarily focused on cancer research. They take positions in companies, watch them do the R&D, and then they capitalize further. They’ve made 2 acquisitions, one in the MS space. They have a based strip cancer drug and then little bolt on drugs that combine with the based for changes in chemotherapy treatments.


Price:
$114.010
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-08-15 BUY Teal Linde

The business model is a little riskier but it is attractive on valuation. 


Price:
$114.620
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
Yes
2016-07-19 DON'T BUY David Burrows

Biotech was a leading group in the market until last October when comments started coming out around pricing and some of the ways mergers and acquisitions were being done. It really took M&A off the table for many companies who were looking at low tax jurisdictions to make acquisitions. The leading theme in health care right now is health care devices. If the market continues to get better, this sector is likely to start participating. He would prefer to see this break above its declining 150 day moving average and take out its recent high of $110.


Price:
$102.260
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-07-13 BUY Bruce Murray

They have a booming product line.  Several drugs in the pipeline have promise.  They like it a lot.  It has come on because of ‘Hillary-Gate’.  Hillary had a crack at the drugs in 1995/6 and failed, but it became an outstanding buying opportunity in this sector.


Price:
$101.760
Subject:
NORTH AMERICAN
Bias:
BULLISH
Owned:
Unknown
2016-07-06 TOP PICK John O'Connell, CFA

This has a hugely strong balance sheet. A highly innovative company. They do a lot of joint ventures with smaller companies, and when they start getting interesting, they can take them out. Have some very promising and effective drugs in the multiple melanoma and cancer space that work and are effective, and the drugs are being used longer. They are going to grow their earnings by about 35% this year and it is trading at 16X earnings. Own this for 4 years and you will make money.


Price:
$104.600
Subject:
NORTH AMERICAN - LARGE
Bias:
OPTIMISTIC
Owned:
Yes
2016-06-22 COMMENT Paul Macdonald

Amgen (AMGN-Q), Celgene (CELG-Q) or Biogen (BIIB-Q)? These are 3 great companies. His preference would be Amgen, the leader in the space and the dominant player. This one is on his list right now and he is monitoring it. They have 1 drug which is about 60% of their revenue, but he likes what they have done in joint ventures in the past year.


Price:
$99.230
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
No
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