Large Cap Biopharmaceuticals-Core Holdings for Your Healthcare Portfolio Until M&A Action Picks UP…Update-4…JNJ
Update-4 10/17...JNJ now reporting as a stand-alone biopharmaceutical and medical device Company raised its profit forecast helped by demand from it anti-inflammatory drug Stelara and reported a gain of $21 B from the spin-off of its consumer health unit Kenvue. Adjusted profit for 2023 is...
Three of our Top Picks for Your Healthcare Portfolio…Update-4…ABBV, GEHC,UNH….
Update-4 10/7...We will update our biopharma playbook next week with a focus on large caps. Our current picks are: Abbvie (ABBV), Lilly (LLY), Regeneron (REGN), and Vertex (VRTX); Pfizer (PFE) is a contrarian trade for value and good news. Update-3 10/6...A great day finally even biotech...
Rayno MedTech,DX and Life Science Tools: It’s Time to Prospect for Winners…Update-1
Update-1 We bought a little GEHealth (GEHC) and will add Ii our MedTech prospect list.. GEHC is leader in medical imaging and should benefit from healthcare demographics and advances in software a[plications for disease diagnosis and monitoring.. P/S is 1.54 with a Fwd PE of 15. As we...
Healthcare Playbook Revisited-Growth Plus Value…Update-1
9/14/23..Update...TECH stocks and AI remains the resilient theme of the market, all indices up, with successful ARM IPO up over 24% and good ADBE earnings. Healthcare remains a laggard so review portfolio link at bottom from JY 1. Biopharma strength today: ABBV, AZN, AMGN, MRK but IBB flat....
Healthcare Portfolio: A Mixed Market Looking for Value…Update-2
9/8/23...215 EDT B.of A. upgrades laggard Gilead Sciences (GILD) stock rises 2.5% to $75 handle. Div. 3.96%,FWD PE 10.45, P/S 3.44. 9/8/23...10:45 EDT.Markets follow 10 yr yield with rally at 4.22%. As yield rises markets weaker. S&P at 4468 up 0.38%. As yield rises to 4.30% equities are...