Celgene Corp

CELG-Q

NASDAQ:CELG

108.24
0.11 (0.10%)
Celgene Corporation is an American biotechnology company that discovers, develops and commercializes medicines for cancer and inflammatory disorders. It is incorporated in Delaware and headquartered in Summit, New Jersey.
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Analysis and Opinions about CELG-Q

Signal
Opinion
Expert
COMMENT
COMMENT
August 9, 2017

This is big and is more diversified than others, so you are not buying a binary outcome stock. He likes biotech, but would approach it from the equal weight standpoint by going through the SPDR S&P Biotech ETF (XBI-N). Celgene is a good name.

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Celgene Corp (CELG-Q)
August 9, 2017

This is big and is more diversified than others, so you are not buying a binary outcome stock. He likes biotech, but would approach it from the equal weight standpoint by going through the SPDR S&P Biotech ETF (XBI-N). Celgene is a good name.

PAST TOP PICK
PAST TOP PICK
August 1, 2017

(A Top Pick Oct 4/16. Up 28.79%.) Still loves this and has a target price of about $160 2-3 years out. It has some great products and has a whole plethora of new products before the FDA.

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Celgene Corp (CELG-Q)
August 1, 2017

(A Top Pick Oct 4/16. Up 28.79%.) Still loves this and has a target price of about $160 2-3 years out. It has some great products and has a whole plethora of new products before the FDA.

COMMENT
COMMENT
July 31, 2017

Biotech stocks do really well this time of year from June 23 until September 13. Since 2002 they have been positive 88% of the time, and outperformed the S&P 500 88% of the time. July tends to be the best month for biotech stocks. The chart shows higher lows and a little bit of a break out. From a technical standpoint, this is positive. Very often, he will sell his biotech stocks later on in August.

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Celgene Corp (CELG-Q)
July 31, 2017

Biotech stocks do really well this time of year from June 23 until September 13. Since 2002 they have been positive 88% of the time, and outperformed the S&P 500 88% of the time. July tends to be the best month for biotech stocks. The chart shows higher lows and a little bit of a break out. From a technical standpoint, this is positive. Very often, he will sell his biotech stocks later on in August.

PAST TOP PICK
PAST TOP PICK
July 25, 2017

(A Top Pick July 6/16. Up 31.77%.) This is still a Buy. It has cancer drugs that work. Very, very profitable. Amazing balance sheet. Very, very strong management team.

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Celgene Corp (CELG-Q)
July 25, 2017

(A Top Pick July 6/16. Up 31.77%.) This is still a Buy. It has cancer drugs that work. Very, very profitable. Amazing balance sheet. Very, very strong management team.

PAST TOP PICK
PAST TOP PICK
June 14, 2017

(A Top Pick July 6/16. Up 16%.) Biotechnology company involved in cancer drugs. 20% earnings growth. Trading at 14X earnings. Strong balance sheet. Still a buy.

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Celgene Corp (CELG-Q)
June 14, 2017

(A Top Pick July 6/16. Up 16%.) Biotechnology company involved in cancer drugs. 20% earnings growth. Trading at 14X earnings. Strong balance sheet. Still a buy.

PARTIAL BUY
PARTIAL BUY
June 2, 2017

He likes this. It closed at $116.41, and his model price is $145.80, a 25% upside. Maybe this gets down to $97, which would be an absolute Buy. Buy half a position now, and when it went cheaper, Buy the other half.

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He likes this. It closed at $116.41, and his model price is $145.80, a 25% upside. Maybe this gets down to $97, which would be an absolute Buy. Buy half a position now, and when it went cheaper, Buy the other half.

TOP PICK
TOP PICK
May 29, 2017

They are growing nicely. One of the fastest growing large cap pharma in North America. Their slowest growth year was 14%. Otherwise they averaged 20% per year over the last 10 years. (Analysts’ target: $147) .

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They are growing nicely. One of the fastest growing large cap pharma in North America. Their slowest growth year was 14%. Otherwise they averaged 20% per year over the last 10 years. (Analysts’ target: $147) .

PAST TOP PICK
PAST TOP PICK
May 26, 2017

(A Top Pick April 6/16. Up 8%.) Their cancer drug continues to do well. They have a strong pipeline behind that. The shares are trading at 15X forward earnings, with what he expects to be a 20% long-term growth rate. That gives a PEG ratio of .75. Still very cheap.

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(A Top Pick April 6/16. Up 8%.) Their cancer drug continues to do well. They have a strong pipeline behind that. The shares are trading at 15X forward earnings, with what he expects to be a 20% long-term growth rate. That gives a PEG ratio of .75. Still very cheap.

DON'T BUY
DON'T BUY
May 19, 2017

Trading at 25X price to cash flow, a bit too rich for him. The stock is up 17% over the last 12 months. The bet on this company is that you have faith in their pipeline executing on future drugs. There is much more attractive value in healthcare outside of this.

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Trading at 25X price to cash flow, a bit too rich for him. The stock is up 17% over the last 12 months. The bet on this company is that you have faith in their pipeline executing on future drugs. There is much more attractive value in healthcare outside of this.

PAST TOP PICK
PAST TOP PICK
May 10, 2017

(A Top Pick Feb 22/17. Up 14.45%.) One of the few companies that can double their revenue between now and 2020, without actually having pipeline success. Trading at 16X next year’s.

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(A Top Pick Feb 22/17. Up 14.45%.) One of the few companies that can double their revenue between now and 2020, without actually having pipeline success. Trading at 16X next year’s.

TOP PICK
TOP PICK
May 10, 2017

They are able to double revenues between now and 2020 without a lot of pipeline success. The PEG ratio at .8, is not painful for a lot of their growth. Great financial metrics and you are not paying a lot for it. Some recent volatility presents a decent entry point. (Analysts’ price target is $146.)

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They are able to double revenues between now and 2020 without a lot of pipeline success. The PEG ratio at .8, is not painful for a lot of their growth. Great financial metrics and you are not paying a lot for it. Some recent volatility presents a decent entry point. (Analysts’ price target is $146.)

TOP PICK
TOP PICK
April 19, 2017

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.)

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Celgene Corp (CELG-Q)
April 19, 2017

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.)

BUY WEAKNESS
BUY WEAKNESS
March 7, 2017

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.

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Celgene Corp (CELG-Q)
March 7, 2017

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.

TOP PICK
TOP PICK
February 22, 2017

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.)

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Celgene Corp (CELG-Q)
February 22, 2017

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.)

DON'T BUY
DON'T BUY
February 9, 2017

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.

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Celgene Corp (CELG-Q)
February 9, 2017

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.

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