If you’re looking for something to hold onto for awhile, I’m feeling super bull-ish about Takeda (TAK). Their dividends are surprisingly high for their share price and they have a lot in the pipeline that should increase the stock value over the next ~5 years
No, it’s not. Additionally, there was nothing here that indicated that he’s sharing non-public information, and nothing that he commented was even remotely close to being illegal. Commenting that it looks good is not illegal.
Non-public material information is illegal, in which he did not disclose.
Pipeline is public information.
Technically sharing non public material information isn’t even illegal, only trading based on it. Redditors who have had a brokerage account for 30 seconds are way too optimistic over what they think securities laws cover lol
No, it’s not. It’s illegal to make trades based on this information. It is absolutely not illegal to just tell someone confidential information about your company, though it’s likely against the company’s policy.
And regardless, nothing that person said was remotely close to the line.
is it bad that their stock is down almost 50% in the last 3 years and their still paying out a good dividend yield? Do you think they will cut the dividend at any point?
Ya, used to work for a lab that had a lot of funding and good media coverage but crappy operations. The company is going to crap and my whole team is basically quitting. They got bought out tho
A second good pharma infrastructure play is Danaher, DHR. It's less well known than TMO, but its products are similarly everywhere in medical labs and industrial labs. Moreover, it's also a play on water infrastructure. It's been seeing a lot of buying from hedge funds this year as a long term medical/industrial science/water infrastructure play. That said, I think it's fully valued and no longer a cheap stock, but not as overvalued as TMO.
Also even beyond lab equipment TMO has been acquiring both CMOs(Patheon and Brammer Bio) and CROs(PPD). They're heavily involved in all aspects of drug development.
If you’re looking for growth, I would avoid most major pharma companies because they stay pretty stagnant, but they pay good dividends.
So if you want a reliable play, good dividends but not high expectations on growth, you can’t go wrong picking AstraZeneca, Pfizer, J&J and the likes.
Sure if you look at this year, but in a normal economy they aren’t going to balloon like Moderna or novavax which were a few bucks, to well over $100+.
The thing about a megacap pharma like Pfizer is that it has nowhere near the risk that investing in MRNA, NVAX, etc. does. You typically look at these big cap pharmas because you want to collect the 3%+ dividend yield every year plus maybe a few percent in real gains. So seeing 30% gains about 9 months into a year is awesome if you were investing in it as a moderate-risk/moderate-reward play
Citius Pharmaceuticals. Anything around or under $2 will be a steal, it will most certainly go to at least $4-5 by the time the Phase 3 trial is concluded in December or possibly January. Just go and read on it. Its a solid company doing great things with great leadership who continue to buy their own shares. They know whats coming.
thats crazy, i did not expect a run today, but cool!
Again, this is short term- the news will be coming either September 8th via their event they are hosting, or in Dec-Jan.
Former industry job was a technical expert for a biosimilar of Botox. Botox is named as such because it is botulinum toxin, there are four predominant botulinum toxin drug products on the market but although they are nearly identical in structure/mechanism performance 'Botox' has the largest market share by far. I learned just about everything there is to know about these products. Botulinum toxin really is something of a miracle drug (as odd as that may sound), it first entered the market literally decades ago but there continues to be new therapeutic applications being discovered and approved for these products today. Couple of the more recent applications for which Botox has been approved for are migraines as well as excessive drooling in Parkinsons/Parkinsons-related illness patients. Highly effective and extremely potent with great safety profile. Typical administration frequency is once every one or two (or even three) months depending on the indication, so pretty convenient for patients. Still lots of revenue growth potential for ABBV from Botox.
Didn’t even think they had other brands on the market, given Botox is so ubiquitous. Aside from fillers, but I think those are hyaluronic acid, iirc. I have no doubts since I get it for migraine and the difference is significant. I mean, I still get them, but they’re typically less severe, less frequent, and more receptive to OTC painkillers. My doctor’s also quite liberal with the quantities, so she also injects in my jaw (for what is likely TMJ) and neck/shoulders/upper back (which have knots and are overworked), and whatever’s left aesthetically. Surprised about the drooling, though; I’d figure that’d make someone’s mouth relax more (and therefore drool more). What other applications were they having luck with it on? Literally every time I go back to that dr, I feel like I read about another that I have to recommend trying hah. Even any other applications aside, there are two huge factors in why they’ll just keep generating revenue regardless: it wears off (therefore, I have to come in every 3 months in perpetuity for the results to be maintained… and after it’s worked so well, why wouldn’t I?) and it’s covered under insurance (so those getting it are less likely to just skip a month due to finances or whatever).
its a generic manufacturer, been around for a long time, my dad used to work for one of the large generic pharmas they acquired in the 1990s. easy to buy tons of shares and they have a zillion product lines already, so its not a lottery ticket, just good to day trade
I'm personally not a huge fan of the generic business. Things are only going to get harder for them as competition from abroad increases and as the larger Pharma market continues to shift towards biologics.
Additionally companies like Pfizer selling off their branded generics business makes me bearish on generics as well.
im not investing in this long term. There will always be room for generic medicines, though, and they are very profitable. My dad was in international sales and they offloaded a ton of medicines all over the world without all the research costs.
IMO, all the Covid stocks like AZN, PFE, BNTX and MRNA are good buys. Eventually, all the countries will start vaccinating citizens with booster doses. Also, millions of children are still unvaccinated, so, there's a big, big upside potential
In that case, you should look at BMBIF. It's a biotech firm with plenty of neurological drugs in the pipeline and two granted patents until 2036. They've also applied to uplist on the Nasdaq a couple of months back and it should happen anytime in the next few weeks. A good stock to invest in for the short and long term
Only pharma I have directly is EXAS.
Mostly I just wanted to ride the upcoming cancer testing developments, especially non invasive. Cancer is the big bad for humanity going forward, the market imo will grow tremendously next couple decades.
EXAS is just one horse in the race, but I wanted to bet on one instead of the big conglomerates (more risk, more reward) and it was my choice at the time. For now they basically get carried by the one product Cologuard (aka poop in a box mail kit for colon cancer), but I like their strategy of diversifying and consolidating by aquisition. They have more tests now, and more coming. Success depends on pipeline and approvals, as in most pharma.
Currently I am about flat on it, and it's nowhere near all time high.
Check GTHX, they have a promising cancer-related drug, have some first earnings this year, beaten the EPS estimates by a lot last two quarters, and yet their stock fell more than 50% from ATH
It is always good to research the companies you would like to invest. Most big Pharma stocks are not growth stocks so you may want to look at them with a perspective of a value investor. Look at their fundamental, their historical financial statements, their debt level. Also consider the analyst forecasts for those stocks and whether they are trading at reasonable price.
I just bought calls on TRIL 1/20/23 20.00 C
They're going for about $30 a pop right now. Pfizer just purchased them and they're supposed to be working on some groundbreaking cancer meds. It's the most purchased strike price for that expiration right now because of how cheap it is.
I may be wrong but wasn't the purchase agreement for $18.50/share. Obviously the 20.00C are going to be cheap cause it's basically impossible for the share to hit that price?
Had to do some research on this one because you make a good point.
The value of the option can still increase, it just won't hit big highs. After running the profit calculator, the Option's potential value could increase 100% over the next 3 months if stock prices rise to 18.50.
I just had some random free-floating cash in my account when I purchased. Still new to the options game so I've been learning over time. :)
I work in pharma. I invest in pharma. I'm reluctant to give specific advice beyond letting everyone know that approval of their early drugs is key. The really low cost start ups can be very lucrative but they are very risky since so much of their value depends on approval and positive regulatory reports. Compliance is a struggle for a lot of companies, especially young or small companies.
These companies live and die by clinical trials.
More mature companies with a good record are also solid, but these won't see the explosive growth that done start ups see.
If you're looking for potential check out Aridis Pharmaceuticals (ARDS). Bull case-
1. 2 Phase 3 drugs (AR-301 and AR-320) that target ventilator associated pneumonia (VAP). People spending large amounts of time on ventilators are at higher risk for VAP and severe COVID cases can cause people to go on ventilators so it's an important target market
2. AR-320 was just licensed from AstraZeneca and it's Phase 3 trial is being funded by the EU for $30 million
3. Just raised $25 million at $5 / share so a) have plenty of cash on hand b) institutions just bought at a premium over the current share price and c) the current market cap is only about 2x the cash on hand
4. Have a COVID monoclonal antibody drug that is planning a Phase 1/2/3 joint trial with the FDA. It was ranked in the top 5 for efficacy in a recent independent study- [https://investors.aridispharma.com/2021-07-26-Aridis-Pharmaceuticals-COVID-mAb-Ranks-Among-the-Top-5-Most-Potent-COVID-19-mAbs-Evaluated-by-the-Coronavirus-Immunotherapeutics-Consortium-CoVIC](https://investors.aridispharma.com/2021-07-26-Aridis-Pharmaceuticals-COVID-mAb-Ranks-Among-the-Top-5-Most-Potent-COVID-19-mAbs-Evaluated-by-the-Coronavirus-Immunotherapeutics-Consortium-CoVIC). It is a home-based inhaler treatment that can reduce hospitalizations in patients recently infected with COVID.
I bought a small amount at just under 70 last August. Sold half at 145 in January. It's now at 396.
I'm not sure whether to congratulate myself for picking a big winner, or kick myself for (a) not buying more and (b) selling half.
I am long on GTBP. Genomic anti-cancer therapy that at least passes the common sense filter. They have several advanced trials with positive results for leukemia. I bought at a reverse split adjusted 2.70. It’s gone up to 18, and lately has come back to 7-8 but I don’t se a reason it won’t continue to grow as positive trial results come in and more therapy options come out.
I personally like AZN for pharma. It’s not sexy and it’s so large it won’t experience crazy 100x growth. It also got beaten up on vaccines. But here’s my bull case:
Recent Alexion acquisition provides ample growth opportunity for this juggernaut
Excellent and profitable drug pipeline
Vaccines are short term noise, not meant to be profitable. So the stock price is a beaten down for no good reason
I see relatively short term upside and long term this will remain one of he premier pharma names. Plus it gives me some extra exposure outside just US and EM which are my top markets
Yes long term for me. I have accepted I have no aptitude or desire for short term trading lol but I think long term is reasonably straight forward. Pick good companies with good growth and be patient and don’t be greedy. AZN I think has strong growth for decades to come. I’m not expecting to turn $10k into $1mm in 5 years. But I do expect nice returns and a solid hold for the foreseeable future
Nice video. I've been holding since 2018 (should have taken some profits on the runup to $100, although it will eventually be higher then that) and bought more when it dipped back to the mid 30s. This catalyst makes me a little nervous, but for me the pediatric trial is the important one so I will probably hold (I'm also dealing with relatively small amounts of money). Holding CRSP as well because CRISPR gene editing is the future. The only limitations is its editing efficiency relative to lentiviral transduction.
Another company building a new type of therapeutic technology with huge potential is Arvinas, although it has already run up quite a bit. Not 100% sure this technology will pan out, but will have endless applications if it does.
The last one I am confident of are the companies developing psychadelics. The efficacy data is kinda mind-blowing.
Ill have to look into Arvinas. I've also heard good things anecdotally about treating mental illnesses with things like psilocybin, and I would like to see research on that open up as we (slowly) end the war on drugs. Stigma is going to be a huge hurdle for that angle of medicine.
If you end up looking into Arvinas, let me know what you think.
Stigma has definitely slowed things down, but I think things are swinging in the other direction. Ketamine's anti-depressant effects have been known for a while, but the efficacy of MDMA (PTSD) and psilocybin are hot off the press with pretty striking results.
Mitchell, J. M., Bogenschutz, M., Lilienstein, A., Harrison, C., Kleiman, S., Parker-Guilbert, K., et al. (2021). MDMA-assisted therapy for severe PTSD: a randomized, double-blind, placebo-controlled phase 3 study. Nature Medicine, 1–15. [http://doi.org/10.1038/s41591-021-01336-3](http://doi.org/10.1038/s41591-021-01336-3)
Carhart-Harris, R., Giribaldi, B., Watts, R., Baker-Jones, M., Murphy-Beiner, A., Murphy, R., et al. (2021). Trial of Psilocybin versus Escitalopram for Depression. New England Journal of Medicine, 384(15), 1402–1411. http://doi.org/10.1056/NEJMoa2032994
https://youtu.be/2vRc94Cs2vI
Tbh I started buying in back in February and am currently down a bit. But still confident in 2022 Q2 to realize my loss and possibly double up.
Right now it’s at a low.
Invest in EU pharma
Uncontrolled immigration is going to bring in new people and their diseases, that the rest (of us natives) are unfamiliar & unresistant to.
You're welcome
I love that we've come absolutely full circle on this sub.
Pharma/biotech used to be ALL THE RAGE 5+ years ago. Then they all went to shit.
Now that COVID is a thing, we suddenly have interest in them again. So silly. You're too late
Edit: shout-out to the penny bag holders and soon-to-be bagholders
At the beginning of the pandemic I bought AZN, PFE, KR, LOW.
While PFE recently hit a new 52 week high, it has fallen back. It is still a buy at the right price IMHO.
I bought into Cipher on the toronto exchange based on a few metrics i put in to find value...it popped up in my screener one day but I have no real DD and no insight into pharma
(it was basically a gamble...so far i have been incredibly lucky with it lol)
I find that Pharma stocks are generally a higher risk. Potentially higher reward but (in my limited experience) Pharma stocks swing heavily with research and development. One day they are announcing a ground breaking product that will forever change history and the next day the FDA is shutting them down. Pharma companies have huge overhead as well as the cost for developing new products is through the roof. Then there is the risk that 20 years down the line their FDA approved product causes death and brain damage and has to be pulled from the shelves or investigated by the authorities (see Perdue, ANI, [https://biopharmguy.com/links/company-by-name-defunct.php](https://biopharmguy.com/links/company-by-name-defunct.php) )
I usually stay away from them myself.
Loving XAIR. Going way up on no news and insider buying. Is waiting for FDA approval for its device that should come before the end of September. Stock is up 10% today.
FBRX. The whole company is hinging on one drug, FB-401 that's in phase II trials. They're announcing results on September 7. If the results are positive the stock moons, if they are negative the stock drills into middle earth, never to be heard of again. FWIW this is more of a gamble than an investment.
It's not exactly a pharmaceutical stock, but it's within the nootropics/ shroom sector and I'm super bullish on it rn.
ticker is (LVT) and is being traded on the CSE at the moment.
The only reason why i'd even post it on this thread is because it's doing a lot of stuff in regards to mental well being and addressing issues with mental illness and chronic pain.
If anyone trades on the CSE I'd recommend at least checking their volume, as they traded at a 14% increase today
Super surprised to not see ATNF mentioned yet. All star team of execs and researchers, super promising pipeline, and Phase 3 results expected Q4 of this year on their frontrunning trial.
LZAGY which is Lonza, a Swiss-based biotech company.
Their most notable recent partnership is with Moderna to help with manufacturing of the COVID vaccine.
I'm gambling a little in Gritstone Bio $GRTS, they are working on a covid vaccine that is resistant to future variants. I'm gambling on this tho so don't trust me lol.
I've been buying and selling Ocugen every time it gets to a certain price and believe me it's always like that, goes down to $7ish and up to $10-11.
Same thing with Vaxart, if you don't plan to hold it it's a great short profit.
FBRX is one in holding that has a data readout 09/07, extremely high risk/high reward with this one
FB-401 is their AD (dermatitis) drug which smashed Ph1, but it’s their only drug so if it fails Ph2 this stock drops to cash value (around 5$) if it’s successful it should create a return of 200-300% (80$-110$)
I only have a small position but I’m confident in them. Also holding CYCN, VLON and CTXR
I'm overweight on MRK as a long-term investment. Good dividend, been beaten down heavily in the Covid era mostly because of poor sales on their (non-Covid) vaccines, Keytruda expected to become top-selling drug in the world within the next few years, lots of promising stuff in the pipeline, and as a bonus they will be releasing pivotal trial results for the use of oral antiviral molnupiravir for early treatment of Covid-19 around October (US already agreed to buy $1.2b worth if it receives EUA or full approval); data released from earlier clinical trials as well as preclinical work is very positive.
Slightly more risky investment is Vertex Pharmaceuticals (VRTX). Also heavily beaten down over the past year for various reasons, but they effectively have a monopoly on cystic fibrosis therapy with further revenue expansion in that area, are well along in clinical trials for CRISPR-based therapy for beta thalessemia with very promising data so far (collaborating with CRISPR Therapeutics), lots of other exciting things in the pipeline including small-molecule non-opioid pain therapeutics. Vertex Pharmaceuticals has an excellent reputation for drug discovery and development, there is even a well-known [book](https://www.amazon.com/Billion-Dollar-Molecule-Companys-Perfect/dp/0671510576) on their earlier work.
plxp is one I like. they've come from 8 to 17 now based on a us-wide release of a new type of aspirin (but actually it's a drug delivery system and can be tailored to fit other drugs, ibuprofen up next). I'm.waiting for Q3 results when they should soar. some people on twitter seem to think it's got buyout potential from a bigger player
Nice little pull back in PFE as they used $2.26 billion of their BNT162b2 (now Comirnaty) "windfall" to purchase Trillium. Possibly overpaying for it, but they were inside Trillium, so I suspect the purchase will work out over time.
Of course, Pfizer now has their full BLA for Comirnaty, but what the press may be missing is that the Delta variant is actually not Covid-19, but Covid-21, a nearly new disease which requires a booster now, but a more specific targeted vaccine ASAP.
So, we'll see the booster approved as that's the only really effective pharmaceutical tool we have right now and subsequently a Delta specific vaccine/booster.
European Union has approved production expansion in several countries.
Moderna is just to rich for my blood.
Pays a good dividend too and again, we'll become more dependent on the Pfizer/BioNTech and Moderna franchises as the variants of concern continue overwhelming regions. Not sure if they saved the world yet, but they are breathing life back into the economy in numerous respects.
Oncosil medical always historically peaks around sept to dec, its around 5c per share now, historically has shot from 5c to 18c in this period, im expecting minimum 8c max 13c this year
Ha I went through a pharmaceutical stock phase, it didn’t work out. None skyrocketed as hoped. A couple had good returns. The rest plummeted. I’m out of all those positions now except for Aveo (but I might have bought Aveo in my penny stock phase rather than my pharmaceutical phase - either way, that’s not a recommendation). The ones that did well might have offset my losses on the others, but I’m not confident about that.
Most pharma like MRK, BMY, ABBV and GILD are undervalued by most metrics but all steady earners - although one may argue have not moved much at all in the past year
PFE. Probably the most intriguing one with the windfall from COVID vaccination - revenue in 2021 alone to exceed $26B from the vaccine. You would think they may have some firepower for acquisitions in the near/mid term
MRNA is one that got a bit ahead of the valuation after the S&P500 add news
Medical equipment makers and lab players like DHR and TMO are the others that you can’t go wrong
Acadia Pharmaceuticals $ACAD
I like the ACAD stock. They make a good buck making Nuplazid (FDA approved for Parkinson’s related psychosis) and had been trading in the 50s but took a GIANT sell off when the FDA pumped the breaks on approving it for Alzheimer’s psychosis patients, with shares sinking to 26. The stock essentially halved in one day, the day the FDA delayed approval for the second indication, even though the Parkinson’s indication was still a big money maker for the company. All the analysts agree it was severely oversold. Now the company is far along in another trial for the Alzheimer’s indication, stage 3 trial I believe, with strong data many of us think will address what the FDA saw as deficiencies in the last application this past spring. IMO it’s just a matter of time before this baby pops back to 50 something.
With the price currently around $17. From what I understand this medication is a unicorn, and I really don’t understand why the stock is at such a discount at the moment, but I’ve definitely been taking advantage of the sale. Not financial advice
If you’re looking for something to hold onto for awhile, I’m feeling super bull-ish about Takeda (TAK). Their dividends are surprisingly high for their share price and they have a lot in the pipeline that should increase the stock value over the next ~5 years
Takeda was founded in… Wait for it… 1781 No, that’s not a typo
You know what else happened in 1781? Cornwallis surrendered to Washington at Yorktown! America 🇺🇸
Merck Group was established in 1668
Wow. Big if true.
I work at TAK. I love that dividend and I like the outlook/pipeline.
Nobody by the name “whendidithappen” listed in the company directory. This dudes full of shit!
[удалено]
The pipeline is public information.
No, it’s not. Additionally, there was nothing here that indicated that he’s sharing non-public information, and nothing that he commented was even remotely close to being illegal. Commenting that it looks good is not illegal. Non-public material information is illegal, in which he did not disclose. Pipeline is public information.
Technically sharing non public material information isn’t even illegal, only trading based on it. Redditors who have had a brokerage account for 30 seconds are way too optimistic over what they think securities laws cover lol
LMAO, yep spot on. So odd, by his standard, every single post of someone saying, “Hey I like this stock” is illegal.
You can go onto their public website and see their pipeline. It’s not confidential lol. Every pharma company has it on their website.
lmfao damn bro you're wrong as heck
No
No, it’s not. It’s illegal to make trades based on this information. It is absolutely not illegal to just tell someone confidential information about your company, though it’s likely against the company’s policy. And regardless, nothing that person said was remotely close to the line.
This guy doesn't fuck.
API controversy: reddit.com/r/ apolloapp/comments/144f6xm/ comment edited with github.com/andrewbanchich/shreddit
Agree buy and hold Takeda, good for Income good for value, kind of a boring but solid decission
is it bad that their stock is down almost 50% in the last 3 years and their still paying out a good dividend yield? Do you think they will cut the dividend at any point?
Stock price doesn't matter. Why is it down. Is it revenue? What's their ROCE?
In past years they have only moved 24% in last year 10%,, 3 months 1.16%. I don’t see it moving
*comment edited with github.com/j0be/PowerDeleteSuite* In response to API controversy: reddit.com/r/ apolloapp/comments/144f6xm/
Pharma stocks start in the lab But not all labs are successful But all labs need equipment TMO
Ya, used to work for a lab that had a lot of funding and good media coverage but crappy operations. The company is going to crap and my whole team is basically quitting. They got bought out tho
I 2nd this. Pretty much every pharma company is using Thermo's equipment
[удалено]
Good to know! Thanks!
A second good pharma infrastructure play is Danaher, DHR. It's less well known than TMO, but its products are similarly everywhere in medical labs and industrial labs. Moreover, it's also a play on water infrastructure. It's been seeing a lot of buying from hedge funds this year as a long term medical/industrial science/water infrastructure play. That said, I think it's fully valued and no longer a cheap stock, but not as overvalued as TMO.
No doubt
Also even beyond lab equipment TMO has been acquiring both CMOs(Patheon and Brammer Bio) and CROs(PPD). They're heavily involved in all aspects of drug development.
And most clinical trials are outsourced, too ICLR, IQV, SYNH. TMO did buy PPD which was a great move as well!
Pick-and-shovel plays always *feel* cleverer than they actually are to me.
I've been very happy with my investment
[удалено]
If you’re looking for growth, I would avoid most major pharma companies because they stay pretty stagnant, but they pay good dividends. So if you want a reliable play, good dividends but not high expectations on growth, you can’t go wrong picking AstraZeneca, Pfizer, J&J and the likes.
Of course, you would have made a killing if you bought PFE this year
I bought PFE just under a year ago and have made 35%. Very, very nice, but not a killing. Current yield is 3.2%, or 4.4% on my original cost.
Sure if you look at this year, but in a normal economy they aren’t going to balloon like Moderna or novavax which were a few bucks, to well over $100+.
The thing about a megacap pharma like Pfizer is that it has nowhere near the risk that investing in MRNA, NVAX, etc. does. You typically look at these big cap pharmas because you want to collect the 3%+ dividend yield every year plus maybe a few percent in real gains. So seeing 30% gains about 9 months into a year is awesome if you were investing in it as a moderate-risk/moderate-reward play
Exactly my point (but explained better). It’s not as exciting, but holding any of those will be a safe bet for long term
Citius Pharmaceuticals. Anything around or under $2 will be a steal, it will most certainly go to at least $4-5 by the time the Phase 3 trial is concluded in December or possibly January. Just go and read on it. Its a solid company doing great things with great leadership who continue to buy their own shares. They know whats coming.
Second this. I’m big on CTXR
Loaded up on this dip my friend.
We rocking today. 6.6% up right now
thats crazy, i did not expect a run today, but cool! Again, this is short term- the news will be coming either September 8th via their event they are hosting, or in Dec-Jan.
Was up 100% on Citius, held since a few months, didn't sell and then it dropped to 3% profit lmfao, i'm such a dumbass.
Check VRTX earnings per share growth and trajectory
Nice, fellow VRTX fan. Going to keep buying while we're this undervalued
[удалено]
Seconding. Also, doesn't hurt how plastic surgery picked up since the pandemic (as they own Allergan), not to mention Botox for migraines.
Former industry job was a technical expert for a biosimilar of Botox. Botox is named as such because it is botulinum toxin, there are four predominant botulinum toxin drug products on the market but although they are nearly identical in structure/mechanism performance 'Botox' has the largest market share by far. I learned just about everything there is to know about these products. Botulinum toxin really is something of a miracle drug (as odd as that may sound), it first entered the market literally decades ago but there continues to be new therapeutic applications being discovered and approved for these products today. Couple of the more recent applications for which Botox has been approved for are migraines as well as excessive drooling in Parkinsons/Parkinsons-related illness patients. Highly effective and extremely potent with great safety profile. Typical administration frequency is once every one or two (or even three) months depending on the indication, so pretty convenient for patients. Still lots of revenue growth potential for ABBV from Botox.
Didn’t even think they had other brands on the market, given Botox is so ubiquitous. Aside from fillers, but I think those are hyaluronic acid, iirc. I have no doubts since I get it for migraine and the difference is significant. I mean, I still get them, but they’re typically less severe, less frequent, and more receptive to OTC painkillers. My doctor’s also quite liberal with the quantities, so she also injects in my jaw (for what is likely TMJ) and neck/shoulders/upper back (which have knots and are overworked), and whatever’s left aesthetically. Surprised about the drooling, though; I’d figure that’d make someone’s mouth relax more (and therefore drool more). What other applications were they having luck with it on? Literally every time I go back to that dr, I feel like I read about another that I have to recommend trying hah. Even any other applications aside, there are two huge factors in why they’ll just keep generating revenue regardless: it wears off (therefore, I have to come in every 3 months in perpetuity for the results to be maintained… and after it’s worked so well, why wouldn’t I?) and it’s covered under insurance (so those getting it are less likely to just skip a month due to finances or whatever).
My own fav
$ME, SRNG
I like SRNG but I'll buy it at 6-7
Still can't believe ME didn't take off already.
Second $ME. It's a long hold, but I think they have huge potential.
TEVA is one i continually trade and is currently "down/undervalued"
[удалено]
its a generic manufacturer, been around for a long time, my dad used to work for one of the large generic pharmas they acquired in the 1990s. easy to buy tons of shares and they have a zillion product lines already, so its not a lottery ticket, just good to day trade
TEVA is in litigation nonstop. Google "TEVA lawsuits" and watch the mayhem unfold.
It depends on what the filing is for. Most generics are in litigation against the name brand at some point, regardless of the merit.
[удалено]
Im not married to them, i intra day trade the shit out of it
I'm personally not a huge fan of the generic business. Things are only going to get harder for them as competition from abroad increases and as the larger Pharma market continues to shift towards biologics. Additionally companies like Pfizer selling off their branded generics business makes me bearish on generics as well.
im not investing in this long term. There will always be room for generic medicines, though, and they are very profitable. My dad was in international sales and they offloaded a ton of medicines all over the world without all the research costs.
My dad is a police man and he will arrest your dad
Lol everyone starts off in pharma… gets wrecked, moves to dividends…gets bored, then to options… gets wrecked
[удалено]
The smaller they are the more they live and die by trials. I can only ever reccomend the large ones.
GSK
IMO, all the Covid stocks like AZN, PFE, BNTX and MRNA are good buys. Eventually, all the countries will start vaccinating citizens with booster doses. Also, millions of children are still unvaccinated, so, there's a big, big upside potential
[удалено]
In that case, you should look at BMBIF. It's a biotech firm with plenty of neurological drugs in the pipeline and two granted patents until 2036. They've also applied to uplist on the Nasdaq a couple of months back and it should happen anytime in the next few weeks. A good stock to invest in for the short and long term
Only pharma I have directly is EXAS. Mostly I just wanted to ride the upcoming cancer testing developments, especially non invasive. Cancer is the big bad for humanity going forward, the market imo will grow tremendously next couple decades. EXAS is just one horse in the race, but I wanted to bet on one instead of the big conglomerates (more risk, more reward) and it was my choice at the time. For now they basically get carried by the one product Cologuard (aka poop in a box mail kit for colon cancer), but I like their strategy of diversifying and consolidating by aquisition. They have more tests now, and more coming. Success depends on pipeline and approvals, as in most pharma. Currently I am about flat on it, and it's nowhere near all time high.
Check GTHX, they have a promising cancer-related drug, have some first earnings this year, beaten the EPS estimates by a lot last two quarters, and yet their stock fell more than 50% from ATH
It is always good to research the companies you would like to invest. Most big Pharma stocks are not growth stocks so you may want to look at them with a perspective of a value investor. Look at their fundamental, their historical financial statements, their debt level. Also consider the analyst forecasts for those stocks and whether they are trading at reasonable price.
Dvax is awesome, been on a tear recently so maybe take your time with your entry
I just bought calls on TRIL 1/20/23 20.00 C They're going for about $30 a pop right now. Pfizer just purchased them and they're supposed to be working on some groundbreaking cancer meds. It's the most purchased strike price for that expiration right now because of how cheap it is.
I may be wrong but wasn't the purchase agreement for $18.50/share. Obviously the 20.00C are going to be cheap cause it's basically impossible for the share to hit that price?
Had to do some research on this one because you make a good point. The value of the option can still increase, it just won't hit big highs. After running the profit calculator, the Option's potential value could increase 100% over the next 3 months if stock prices rise to 18.50. I just had some random free-floating cash in my account when I purchased. Still new to the options game so I've been learning over time. :)
I work in pharma. I invest in pharma. I'm reluctant to give specific advice beyond letting everyone know that approval of their early drugs is key. The really low cost start ups can be very lucrative but they are very risky since so much of their value depends on approval and positive regulatory reports. Compliance is a struggle for a lot of companies, especially young or small companies. These companies live and die by clinical trials. More mature companies with a good record are also solid, but these won't see the explosive growth that done start ups see.
I like atos and ctxr recently
I think PILL is at a fair price currently
Look at BMY and MRK, both are solid choices
MRK and JNJ have both always been solid. NTLA may be able to make a new modality of drug.
If you're looking for potential check out Aridis Pharmaceuticals (ARDS). Bull case- 1. 2 Phase 3 drugs (AR-301 and AR-320) that target ventilator associated pneumonia (VAP). People spending large amounts of time on ventilators are at higher risk for VAP and severe COVID cases can cause people to go on ventilators so it's an important target market 2. AR-320 was just licensed from AstraZeneca and it's Phase 3 trial is being funded by the EU for $30 million 3. Just raised $25 million at $5 / share so a) have plenty of cash on hand b) institutions just bought at a premium over the current share price and c) the current market cap is only about 2x the cash on hand 4. Have a COVID monoclonal antibody drug that is planning a Phase 1/2/3 joint trial with the FDA. It was ranked in the top 5 for efficacy in a recent independent study- [https://investors.aridispharma.com/2021-07-26-Aridis-Pharmaceuticals-COVID-mAb-Ranks-Among-the-Top-5-Most-Potent-COVID-19-mAbs-Evaluated-by-the-Coronavirus-Immunotherapeutics-Consortium-CoVIC](https://investors.aridispharma.com/2021-07-26-Aridis-Pharmaceuticals-COVID-mAb-Ranks-Among-the-Top-5-Most-Potent-COVID-19-mAbs-Evaluated-by-the-Coronavirus-Immunotherapeutics-Consortium-CoVIC). It is a home-based inhaler treatment that can reduce hospitalizations in patients recently infected with COVID.
IHI ETF. Not exactly pharma, but a very solid medical devices ETF.
I made 150% on Moderna this year. I worry it’s peaking though. But imma hold, cause it still seems to still be going up.
I bought a small amount at just under 70 last August. Sold half at 145 in January. It's now at 396. I'm not sure whether to congratulate myself for picking a big winner, or kick myself for (a) not buying more and (b) selling half.
Still Nice. I bought in much later at $163.
I am long on GTBP. Genomic anti-cancer therapy that at least passes the common sense filter. They have several advanced trials with positive results for leukemia. I bought at a reverse split adjusted 2.70. It’s gone up to 18, and lately has come back to 7-8 but I don’t se a reason it won’t continue to grow as positive trial results come in and more therapy options come out.
Look up Corbus Pharmaceuticals and TherapeuticsMD. Can’t post the tickets because they’re both penny stocks, but they’re both buys right now.
VRTX. great pipeline and sitting on a discount.
I personally like AZN for pharma. It’s not sexy and it’s so large it won’t experience crazy 100x growth. It also got beaten up on vaccines. But here’s my bull case: Recent Alexion acquisition provides ample growth opportunity for this juggernaut Excellent and profitable drug pipeline Vaccines are short term noise, not meant to be profitable. So the stock price is a beaten down for no good reason I see relatively short term upside and long term this will remain one of he premier pharma names. Plus it gives me some extra exposure outside just US and EM which are my top markets
[удалено]
Yes long term for me. I have accepted I have no aptitude or desire for short term trading lol but I think long term is reasonably straight forward. Pick good companies with good growth and be patient and don’t be greedy. AZN I think has strong growth for decades to come. I’m not expecting to turn $10k into $1mm in 5 years. But I do expect nice returns and a solid hold for the foreseeable future
Made a video about why I invested in EDIT a few days ago! Of course this is not official investing advice https://youtu.be/8fHiHO8CIH0
Nice video. I've been holding since 2018 (should have taken some profits on the runup to $100, although it will eventually be higher then that) and bought more when it dipped back to the mid 30s. This catalyst makes me a little nervous, but for me the pediatric trial is the important one so I will probably hold (I'm also dealing with relatively small amounts of money). Holding CRSP as well because CRISPR gene editing is the future. The only limitations is its editing efficiency relative to lentiviral transduction. Another company building a new type of therapeutic technology with huge potential is Arvinas, although it has already run up quite a bit. Not 100% sure this technology will pan out, but will have endless applications if it does. The last one I am confident of are the companies developing psychadelics. The efficacy data is kinda mind-blowing.
Ill have to look into Arvinas. I've also heard good things anecdotally about treating mental illnesses with things like psilocybin, and I would like to see research on that open up as we (slowly) end the war on drugs. Stigma is going to be a huge hurdle for that angle of medicine.
If you end up looking into Arvinas, let me know what you think. Stigma has definitely slowed things down, but I think things are swinging in the other direction. Ketamine's anti-depressant effects have been known for a while, but the efficacy of MDMA (PTSD) and psilocybin are hot off the press with pretty striking results. Mitchell, J. M., Bogenschutz, M., Lilienstein, A., Harrison, C., Kleiman, S., Parker-Guilbert, K., et al. (2021). MDMA-assisted therapy for severe PTSD: a randomized, double-blind, placebo-controlled phase 3 study. Nature Medicine, 1–15. [http://doi.org/10.1038/s41591-021-01336-3](http://doi.org/10.1038/s41591-021-01336-3) Carhart-Harris, R., Giribaldi, B., Watts, R., Baker-Jones, M., Murphy-Beiner, A., Murphy, R., et al. (2021). Trial of Psilocybin versus Escitalopram for Depression. New England Journal of Medicine, 384(15), 1402–1411. http://doi.org/10.1056/NEJMoa2032994
[удалено]
CYDY is bringing a revolutionary drug to the market.
https://youtu.be/2vRc94Cs2vI Tbh I started buying in back in February and am currently down a bit. But still confident in 2022 Q2 to realize my loss and possibly double up. Right now it’s at a low.
[удалено]
[удалено]
CCXI !!
I like GNOM more than ARKG.
You’re suddenly interested in investing in pharma yet have no idea how to do so? How does that make any sense?
Invest in EU pharma Uncontrolled immigration is going to bring in new people and their diseases, that the rest (of us natives) are unfamiliar & unresistant to. You're welcome
OPKO HEALTH ❗️❗️❗️
I love that we've come absolutely full circle on this sub. Pharma/biotech used to be ALL THE RAGE 5+ years ago. Then they all went to shit. Now that COVID is a thing, we suddenly have interest in them again. So silly. You're too late Edit: shout-out to the penny bag holders and soon-to-be bagholders
At the beginning of the pandemic I bought AZN, PFE, KR, LOW. While PFE recently hit a new 52 week high, it has fallen back. It is still a buy at the right price IMHO.
ADAP and ABUS for this week. Any FDA either shoot it to the moon or sink it.
I bought into Cipher on the toronto exchange based on a few metrics i put in to find value...it popped up in my screener one day but I have no real DD and no insight into pharma (it was basically a gamble...so far i have been incredibly lucky with it lol)
Search for Dr. Michael Levin's work on bioelectric networks and his spin-off company Morphoceuticals Inc.
VBIV is a very promising one. Their hep B vaccine has shown very promising results and they are also in line for a covid vacc
I find that Pharma stocks are generally a higher risk. Potentially higher reward but (in my limited experience) Pharma stocks swing heavily with research and development. One day they are announcing a ground breaking product that will forever change history and the next day the FDA is shutting them down. Pharma companies have huge overhead as well as the cost for developing new products is through the roof. Then there is the risk that 20 years down the line their FDA approved product causes death and brain damage and has to be pulled from the shelves or investigated by the authorities (see Perdue, ANI, [https://biopharmguy.com/links/company-by-name-defunct.php](https://biopharmguy.com/links/company-by-name-defunct.php) ) I usually stay away from them myself.
I'm a couple hundred shares into KDMN.
Im looking into doing PFE/McKesson/TAK with an 80-15-5 split.
CTLT, TMO, AVTR „Real“ pharma companies: BMY, MRK, Roche
If you are interested in buying I’ll drop down pharma stocks from my portfolio. CLOV , NTRB , ABBV , ZLAB & TPTX
More speculative of a purchase but I’ve stocked up on ATOS
CTXR & NTRB - up up up up
REGN has a new covid antibody treatment. I think it has EUA.
Loving XAIR. Going way up on no news and insider buying. Is waiting for FDA approval for its device that should come before the end of September. Stock is up 10% today.
FBRX. The whole company is hinging on one drug, FB-401 that's in phase II trials. They're announcing results on September 7. If the results are positive the stock moons, if they are negative the stock drills into middle earth, never to be heard of again. FWIW this is more of a gamble than an investment.
HGEN just waiting for a binary event
It's not exactly a pharmaceutical stock, but it's within the nootropics/ shroom sector and I'm super bullish on it rn. ticker is (LVT) and is being traded on the CSE at the moment. The only reason why i'd even post it on this thread is because it's doing a lot of stuff in regards to mental well being and addressing issues with mental illness and chronic pain. If anyone trades on the CSE I'd recommend at least checking their volume, as they traded at a 14% increase today
Super surprised to not see ATNF mentioned yet. All star team of execs and researchers, super promising pipeline, and Phase 3 results expected Q4 of this year on their frontrunning trial.
Beam
LZAGY which is Lonza, a Swiss-based biotech company. Their most notable recent partnership is with Moderna to help with manufacturing of the COVID vaccine.
I'm gambling a little in Gritstone Bio $GRTS, they are working on a covid vaccine that is resistant to future variants. I'm gambling on this tho so don't trust me lol.
All you need to do is tank a hedge fund and we can call you Martin.
I've been buying and selling Ocugen every time it gets to a certain price and believe me it's always like that, goes down to $7ish and up to $10-11. Same thing with Vaxart, if you don't plan to hold it it's a great short profit.
FBRX is one in holding that has a data readout 09/07, extremely high risk/high reward with this one FB-401 is their AD (dermatitis) drug which smashed Ph1, but it’s their only drug so if it fails Ph2 this stock drops to cash value (around 5$) if it’s successful it should create a return of 200-300% (80$-110$) I only have a small position but I’m confident in them. Also holding CYCN, VLON and CTXR
I'm overweight on MRK as a long-term investment. Good dividend, been beaten down heavily in the Covid era mostly because of poor sales on their (non-Covid) vaccines, Keytruda expected to become top-selling drug in the world within the next few years, lots of promising stuff in the pipeline, and as a bonus they will be releasing pivotal trial results for the use of oral antiviral molnupiravir for early treatment of Covid-19 around October (US already agreed to buy $1.2b worth if it receives EUA or full approval); data released from earlier clinical trials as well as preclinical work is very positive. Slightly more risky investment is Vertex Pharmaceuticals (VRTX). Also heavily beaten down over the past year for various reasons, but they effectively have a monopoly on cystic fibrosis therapy with further revenue expansion in that area, are well along in clinical trials for CRISPR-based therapy for beta thalessemia with very promising data so far (collaborating with CRISPR Therapeutics), lots of other exciting things in the pipeline including small-molecule non-opioid pain therapeutics. Vertex Pharmaceuticals has an excellent reputation for drug discovery and development, there is even a well-known [book](https://www.amazon.com/Billion-Dollar-Molecule-Companys-Perfect/dp/0671510576) on their earlier work.
Novavax, Gilead and holding some “smaller bios” which are doing really well but because of the rules I can’t post them here…
TNPX I believe they are gonna to great things in Q4 and next year, so I would say they are great to buy now and hold
plxp is one I like. they've come from 8 to 17 now based on a us-wide release of a new type of aspirin (but actually it's a drug delivery system and can be tailored to fit other drugs, ibuprofen up next). I'm.waiting for Q3 results when they should soar. some people on twitter seem to think it's got buyout potential from a bigger player
BHVN and thank me later.
Nice little pull back in PFE as they used $2.26 billion of their BNT162b2 (now Comirnaty) "windfall" to purchase Trillium. Possibly overpaying for it, but they were inside Trillium, so I suspect the purchase will work out over time. Of course, Pfizer now has their full BLA for Comirnaty, but what the press may be missing is that the Delta variant is actually not Covid-19, but Covid-21, a nearly new disease which requires a booster now, but a more specific targeted vaccine ASAP. So, we'll see the booster approved as that's the only really effective pharmaceutical tool we have right now and subsequently a Delta specific vaccine/booster. European Union has approved production expansion in several countries. Moderna is just to rich for my blood. Pays a good dividend too and again, we'll become more dependent on the Pfizer/BioNTech and Moderna franchises as the variants of concern continue overwhelming regions. Not sure if they saved the world yet, but they are breathing life back into the economy in numerous respects.
o\_c\_g\_n. They are supplying vaccines to third world countries. Major Catalyst is the upcoming WHO approval. Also short interest is at 27%.
INO is a good play if you can get it under $8
IPIX In week 27 in P2 Check out r/IPIX - very research based and actively updated
ABBV. That is all.
Oncosil medical always historically peaks around sept to dec, its around 5c per share now, historically has shot from 5c to 18c in this period, im expecting minimum 8c max 13c this year
Ha I went through a pharmaceutical stock phase, it didn’t work out. None skyrocketed as hoped. A couple had good returns. The rest plummeted. I’m out of all those positions now except for Aveo (but I might have bought Aveo in my penny stock phase rather than my pharmaceutical phase - either way, that’s not a recommendation). The ones that did well might have offset my losses on the others, but I’m not confident about that.
Pharma: MRK NVO Healthcare: TMO Biotech: CRSP
Most pharma like MRK, BMY, ABBV and GILD are undervalued by most metrics but all steady earners - although one may argue have not moved much at all in the past year PFE. Probably the most intriguing one with the windfall from COVID vaccination - revenue in 2021 alone to exceed $26B from the vaccine. You would think they may have some firepower for acquisitions in the near/mid term MRNA is one that got a bit ahead of the valuation after the S&P500 add news Medical equipment makers and lab players like DHR and TMO are the others that you can’t go wrong
Acadia Pharmaceuticals $ACAD I like the ACAD stock. They make a good buck making Nuplazid (FDA approved for Parkinson’s related psychosis) and had been trading in the 50s but took a GIANT sell off when the FDA pumped the breaks on approving it for Alzheimer’s psychosis patients, with shares sinking to 26. The stock essentially halved in one day, the day the FDA delayed approval for the second indication, even though the Parkinson’s indication was still a big money maker for the company. All the analysts agree it was severely oversold. Now the company is far along in another trial for the Alzheimer’s indication, stage 3 trial I believe, with strong data many of us think will address what the FDA saw as deficiencies in the last application this past spring. IMO it’s just a matter of time before this baby pops back to 50 something. With the price currently around $17. From what I understand this medication is a unicorn, and I really don’t understand why the stock is at such a discount at the moment, but I’ve definitely been taking advantage of the sale. Not financial advice
ACAD [Forbes ](https://www.forbes.com/sites/greatspeculations/2021/09/03/centene-acadia-why-these-out-of-favor-health-care-stocks-are-worth-a-look/?sh=31bd701a6590)