2/6/17 1 PM EST Mid-Caps Outperform in 2017
We will update the metrics and performance of “Large Cap Biopharma” after earnings from Gilead Sciences (GILD) and Regeneron (REGN) tomorrow.
- The XBI is up 11% YTD.
- The IBB is up 6.3% YTD.
- Merck (MRK) leads all large cap biotechs up 9.5% YTD.
- Among mid-caps Incyte (INCY) is up 19% YTD, Seattle Genetics (SGEN) is up 17% YTD, Vertex (VRTX) is up 17% YTD.
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Large Cap Biopharmaceuticals: Jan. 2016 Compared to Jan.2017
- Stock prices are compared for the one year bear market 1/7/16-1/31/17.
- Financial metrics will be updated after all earnings are reported.
- Dividends have gone up with stock prices down: ABBV,BMY,AMGN,GILD.
- Only one stock is up YoY: Celgene (CELG) up 2%.
- XBI is up 5% YoY; IBB is down 8.6%.
| Company | Ticker | Price | Market | 2016 | P/S | PEG | Q/Q | Q/Q | Perform | Price 1/18 | %Week | P 8/11 | P/1/31 | Div | |
| 1/7/2016 | Cap $B | Rev$B | REV | EPS | %12 mos | 2016 | JPM’16 | 2016 | 2017 | ||||||
| 8/11/2016 | Gr% | Gr% | 8/11 | ||||||||||||
| Abbvie | ABBV | 57.21 | 108.5 | 24.75 | 4.39 | 1.17 | 17.8 | 17.9 | -2.44 | 57.32 | 0 | 66.9 | 61.11 | 4.19 | |
| Alexion | ALXN | 174.37 | 29.73 | 2.82 | 10.54 | 18.4 | 18.4 | -38.8 | -29.5 | 158.68 | -9 | 133.7 | 130.68 | ||
| Amgen | AMGN | 158 | 129.2 | 22.2 | 5.83 | 2.13 | 5.9 | 14.9 | 0 | 151.35 | -1 | 172.4 | 156.68 | 2.94 | |
| Biogen | BIIB | 284.01 | 71 | 11.24 | 6.32 | 1.91.9 | 11.7 | 21.6 | -1.78 | 273.33 | -3.76 | 314.8 | 277.24 | ||
| Bristol Myers | BMY | 65.27 | 101.2 | 17.62 | 5.74 | 1.51 | 17 | 999 | -3.83 | 62.78 | -3.8 | 61 | 49.16 | 3.17 | |
| Celgene | CELG | 111.89 | 87.3 | 10.16 | 8.6 | 2.16 | 20.9 | 72.9 | -11.5 | 103.06 | -7.89 | 113.8 | 116.15 | ||
| Gilead Sci | GILD | 96.25 | 104.8 | 32.4 | 3.24 | 86.9 | -5.7 | -11.5 | -30.5 | 91.84 | -4.58 | 79.6 | 72.45 | 2.59 | |
| Regeneron | REGN | 501.96 | 43.8 | 4.44 | 9.88 | 3.46 | -31 | -9.3 | -27.2 | 462.95 | -7.76 | 421,5 | 359.29 | ||
| IBB | 304 | 6.1 | -21.1 | 284.18 | -5.93 | 291.9 | 278.07 | ||||||||
| XBI | 61.82 | 1.55 | -21.7 | 61.9 | 64.9 | ||||||||||
| FBIOX | -33.2 | 191 | 185 | ||||||||||||
| FBT | -18.3 | 98.4 | 96 | ||||||||||||