Cancer fighting drugs and therapy companies are poised to profit from long term aging trends of the population as well as the rise of cancer in general. There are now companies that are trying to personalize treatments with gene therapy.
Here are Canadian and US companies that are producing innovative methods to control and cure cancer.
Oncolytics Biotech (ONC-T)
A company that specializes in treating solid tutors. There is still a long way to go but the product has huge potential.
The technicals do not look good at all – with a decline lasting over the past two months. He would not touch this one at all. A 50 day moving average would be a buy signal if it can trade back above it.
Concordia International Corp (CXR-T)
The company focuses on treating ADHD, cancer and asthma. They went through a restructuring, along with many other Canadian drug manufacturers.
Likes turnarounds, but it’s not ready. Want to see two things: 1) the stock hitting a 52-week high, and 2) the numbers moving in the right direction. Don’t do anything until then. Odds are this is going to zero.
Medx Health Corp. (MDX-X)
A company that has recently changed their President and CEO. It is a medical device manufacturer that helps diagnose skin cancer, and they are now entering Spanish-speaking countries.
Brazilian order? He owns warrants and his wife works as a consultant for them. They have orders for 500 units for a melanoma testing product. The delivery is subject to approval by authorities in Brazil. This could lead to hardware sales by June and revenues that begin to show up in Q4. The company thinks…
Amgen Inc. (AMGN-Q)
A developer and manufacturer of biotechnology based therapy. They have several cancer fighting drugs in their repertoire including a new colorectal cancer drug. They have surpassed earning estimates in the last year and pays a dividend of 3%.
The biotech grandddaddy. A great company that's produced some fine drugs, but other technologies have taken the shine off this stock. New drugs haven't driven the stock up. It does trade at a reasonable 11x earnings. A decent stock and it's stable, but lacks the punch of its peers. It depends what happens in the…
Celgene Corp (CELG-Q)
An American biotech company that specializes in cancer and inflammatory disorder therapy. They are starting the process of merging with BMY-N. A good cash flow generator.
(A Top Pick Dec 03/18, Up 47%) Celgene had made a number of mis-steps, including management applying for multiple FDA approvals. One thing he really liked about the acquisition was the price it was bought. The acquisition by BMY helped them diversify and it seems to be going well.
Bristol Myers Squibb (BMY-N)
The company has several blockbuster immunotherapy drugs in their pipeline, as well as some chemotherapy products for leukaemia. The company has announced plans to acquire Celgene that will add several other high profile drugs.
They are focused on the drug side of health care. There is a lot pressure on costs and from a political perspective as well. The company has had a great run as of late, but drugs can be very volatile. He generally favors the equipment and insurance sectors in health care.
Pfizer Inc (PFE-N)
One of the largest pharmaceutical companies in the world. It is currently in its seasonal weakness which is mid-October. It has enjoyed long term support levels and is consolidating well.
ABT-N vs. PFE-N. Abbot Labs has a Great franchise. Very well loved by the investment community. You are really not getting any opportunity to invest at a cheaper valuation. PFE-N is somewhat of a drug ETF. They have a big portfolio. You are bidding on their strategy of buying and selling drug lines. This one…
AbbVie Inc. (ABBV-N)
Their blood cancer drug is projected to be one of the top best selling drugs in the world in the near future. The company also has other oncology drugs such as a top-selling immunology drug called Humira. They are currently in the process of acquiring Allergan.
It pays a nice dividend and the company is committed to it. The company is hitting its stride. It made a big acquisition that introduced a new business enterprise, focusing on botox. They have the most successful drug in America -- Humara. This is helping to reduce their dependency on revenue from Humara. He recommends…
Johnson & Johnson (JNJ-N)
A global medical devices, pharmaceutical and consumer goods company. Their drugs are doing well and the company remains very profitable but volatile. They are going through a litigation for opiates and a ruling against their anti-psychotic drug.
JNJ vs ABBV? He likes JNJ as a long term winner. It may be too expensive. ABBV was a risky company until they purchased Allergan and diversified their business more. ABBV trades at 8.4 times PE and earnings are expected to grow by 8% and have nice, safe dividend. They are still tethered to Humara,…
Novartis AG (NVS-N)
One of the world’s largest pharmaceutical company based out of Switzerland. They sold off their ophthalmology business and are refocusing on generic drugs. The company also has many drugs that are close to approval that could become blockbuster drugs.
He sold it recently. They sold their eye-care division and are back to generic drugs, a lousy business for all companies. Invest elsewhere.
GlaxoSmithKline PLC (GSK-N)
A British pharma company that is refocusing away from consumer products to pharmaceuticals. The company is doing well with 5% dividend. However, there is a hard brexit risk.
A big player in vaccines and a top-10 pharma company in the world. The stock hasn't done much in the last 5 years, because drugs have come off patent. They're now the biggest consumer healthcare business in the world; they will spin off this company in two years. Pay a 5% yield that should rise…
Astrazeneca P L C (AZN-N)
A well diversified and global pharmaceutical company that specializes in oncology. They pay a great dividend and are focusing on less price-sensitive areas.
They have done what Pfizer is in the process of doing. They focused in on their pipeline with drugs that are difficult to replicate. Their immunotherapy drug has been doing well, and the chart looks great. The fundamentals of the business is good. Multiples are around 13x though one of the best EPS. He is…
Gilead Sciences Inc. (GILD-Q)
An American biopharmaceutical company. They consolidated for the last year and a half. The company is doing well, with a 4% yield. They have a history of blockbuster drugs with Hepatitis C and HIV.
US Healthcare? Healthcare generally under-preforms in election years. A safer pick would be GILD, for their COVID-19 research and HIV drugs.
Regeneron Pharmaceuticals Inc (REGN-Q)
A biotech company with good free cash flow. They have some drugs for niche markets. Their earnings don’t come from one specific sector of their activity.
A higher-risk/return play. This biotech has several core products generating good free cash flow. They’re partnering with Sanofi on Dupixent to treatment severe atopic dermatitis and potentially severe asthma. They also have another drug to treat specific eye diseases. REGN boasts various late-stage drug trials. Regeneron is a new Top Pick for us, driven by…
CRISPR Therapeutics AG (CRSP-Q)
A smaller company that is developing gene medications. They have a gene-editing tool that has the potential to cure several diseases, including some cancers.
A small company that develops transformative gene medications. They are a small fish in a big sea. A recent transaction with a pharma company allows them to scale out their product, but it is still early. (Analysts’ price target is $58.05)
Varian Medical Systems (VAR-N)
The company specializes in radiation therapy equipment to treat cancer. The trend for cancer radiation therapy is still positive and analysts think there will be an up-tick in sales.
(A Top Pick Aug 29/14. Up 2.34%.) Radiation therapy equipment for treating cancer. Have been affected a little by foreign exchange rates. These are big ticket purchases, so she expects purchases have been delayed, but she has seen this come back. On the emerging-market side, it is a little bit more challenging. Still thinks the…
Merck & Company (MRK-N)
Their main drugs are for treating diabetes and oncology. They have a great pipeline of new drugs that are coming up and will drive revenues over the long term. They pay a dividend of 2.65%
An Act in the US back in the early 1980's introduced the end of patents with drugs. Patent expiration opened the door for generics. MRK has become the most successful pharma company and has a big patent coming due soon. He would tend to move towards the bio-pharma space instead.
Eli Lilly & Co. (LLY-N)
A global pharmaceutical company that recently made an acquisition in oncology. It has been one of the best growth companies with a rate of 10% EPS.
He sold it several months ago, because it outperformed like crazy in late-2018. That was expected, because healthcare is the most defensive sector and Q4 was a bear market with fears of a recession. LLY made an acquisition in oncology and one of their big drugs got withdrawn. Novo Nordisk may launch a diabetes drug…
Abbott Labs (ABT-N)
A diversified healthcare company. It sells generic drugs to emerging markets. They also have medical devices and are diversified globally. A very safe play, especially considering that they have raised dividends for 47 years straight. Yield of 1.50%.
She is putting new client money into this last week. A diversified health care company with four divisions. They have a pharma group that sells into emerging markets. They also have a medical device, diagnostics and a nutritional division. They have developed both screening and antibody tests for COVID-19. Even if a vaccine is found,…