Kenneth Smith
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Kenneth Smith
Do Analysts See Any Upside for Thermo Fisher Stock?
Of the 17 analysts covering Thermo Fisher Scientific (TMO), 14 recommend ” buy” or a higher rating, and three recommend “hold.”
Thermo Fisher Scientific’s Gross Margin Trends
In fiscal 2018 and fiscal 2019, Thermo Fisher Scientific (TMO) is expected to generate revenue of $24.08 billion and $25.19 billion, respectively, compared with revenue of $20.92 billion in fiscal 2017.
Taking Stock of Thermo Fisher as the Year Wraps Up
In this series, we’ll explore Thermo Fisher’s financials and valuation, and analysts’ views on its stock.
Taking Stock of BeiGene’s Latest Performance
BeiGene is a company focused on bringing to market molecularly targeted and immuno-oncology drugs for the treatment of cancer.
Do Analysts See Any Upside for Abiomed Stock?
In this year’s second quarter, Abiomed’s (ABMD) net investment income rose YoY (year-over-year) to $1.67 million from $781,000.
Exploring Abiomed’s Latest Performance Trends
In this series, we’ll explore Abiomed’s financials and valuation along with analysts’ views on its stock.
Understanding Sarepta Therapeutics’ Operational Performance
Sarepta Therapeutics’ (SRPT) R&D (research and development) expenses rose YoY (year-over-year) to $86.58 million.
Vertex Pharmaceuticals’ Gross Margin Trends
Kalydeco, Orkambi, and Symdeko are Vertex Pharmaceuticals’ (VRTX) products on the market.
Do Analysts See Any Upside for Vertex Stock?
Of the 25 analysts covering Vertex Pharmaceuticals (VRTX), 21 recommend “buy” or a higher rating, and four recommend “hold.”
Taking Stock of Vertex’s Performance
Vertex Pharmaceuticals (VRTX) focuses on developing cystic fibrosis therapies and bringing them to market.
Do Analysts See Any Upside for bluebird bio Stock?
In this year’s third quarter, bluebird bio (BLUE) generated net interest income of $4.59 million.
Understanding bluebird bio’s Operational Performance
In 2018 and 2019, bluebird bio (BLUE) is expected to generate revenues of $43.62 million and $67.0 million, respectively.
Taking Stock of bluebird bio’s Performance
In the third quarter, bluebird bio’s total revenue rose YoY (year-over-year) to $11.53 million from $7.71 million.
Sage Therapeutics: Analyzing New Product Candidates
The Zulresso injection is Sage Therapeutics’ lead product candidate. The company has filed a new drug application.
Sage Therapeutics’ Operational Performance
In fiscal 2018 and fiscal 2019, Sage Therapeutics (SAGE) is expected to generate revenues of $79.41 million and $36.63 million, respectively.
Do Analysts See Any Upside for Ionis Stock?
Of the 14 analysts covering Ionis Pharmaceuticals (IONS), five have given it “buy” or higher ratings, seven have given it “holds.”
Taking Stock of Ionis’s Performance
Ionis Pharmaceuticals’ (IONS) two business segments are Ionis Core and Akcea Therapeutics, in which Ionis holds a 76% stake.
Taking Stock of DaVita’s Performance
In the third quarter, DaVita’s total revenue rose YoY (year-over-year) to $2.85 billion from $2.76 billion.
Do Analysts See Any Upside for Biogen Stock?
Of the 29 analysts covering Biogen (BIIB), 20 have given it “buy” or higher ratings, and nine have given it “hold” ratings.
Abbott Laboratories’ Gross Margin Trends
In fiscal 2018 and fiscal 2019, Abbott Laboratories (ABT) is expected to generate revenue of $30.66 billion and $32.21 billion, respectively, compared with revenue of $27.39 billion in fiscal 2017.
Health Check: How Abbott Laboratories is Positioned
Abbott Laboratories (ABT) offers products in four business segments: Established Pharmaceutical Products, Diagnostic Products, Nutritional Products, and Cardiovascular and Neuromodulation Products.
Do Analysts See Any Upside for Regeneron Stock?
Of the 26 analysts covering Regeneron Pharmaceuticals (REGN), eight recommend “buy” or a higher rating, 17 recommend “hold,” and one recommends “sell.”
Regeneron Pharmaceuticals’ Gross Margin Trends
In fiscal 2018 and fiscal 2019, Regeneron Pharmaceuticals (REGN) is expected to generate revenue of $6.49 billion and $7.16 billion, respectively, compared with revenue of $5.87 billion in fiscal 2017.
What Seattle Genetics’ Bottom-Line Trend Indicates
In December 2018, of the total 13 analysts covering Seattle Genetics, eight analysts have given Seattle Genetics stock a “buy” or higher rating.
How’s Seattle Genetics Positioned?
Seattle Genetics generated total revenues of $169.42 million in the third quarter of 2018 as compared with $135.29 million in the comparable period of 2017.
How Much Upside Do Analysts Expect in Endo Stock?
In December 2018, of the total 16 analysts covering Endo International (ENDP), five analysts have given Endo stock a “buy” or higher rating and 11 analysts have given it a “hold” rating.
How Tandem Diabetes Care Stock Has Fared in the Last Month
After a phenomenal run from $2.52 on January 5 to a high of $51.17 on September 13, Tandem Diabetes Care (TNDM) stock slid.
How Illumina Stock Has Fared in the Last Month
After witnessing a rise from $209.54 on February 8 to a high of $372.61 on September 28, Illumina (ILMN) stock corrected to $289.50 on October 24.
How XRAY’s Performance Has Shaken Out over the Last Month
Dentsply Sirona stock witnessed a steady uptick in November, rising from $34.58 on November 6 to $37.78 on November 30.
How Hologic Stock Has Fared in the Last Month
After rising from $36.53 on April 9, 2018, to $42.91 on July 31, 2018, Hologic (HOLX) stock slid to $37.90 on October 29, 2018.
How Has Edwards Lifesciences Stock Fared in the Last Month?
After witnessing strong gains from $115.41 on January 4, 2018, to a high of $174.10 on September 28, 2018.
How These Medical Equipment Stocks Have Fared in the Last Month
In December 2018, of the total 15 analysts covering Align Technology, 13 analysts have given the stock a “buy” or higher rating.
Taking Stock of Sangamo’s Financial Performance
In this series, we explore Sangamo’s financials, analysts’ views on the stock, and the company’s valuation metrics.
An Overview of Array BioPharma Stock
Array BioPharma generated total revenue of $56.91 million in the first quarter of fiscal 2019.
Analysts Remain Bullish on Illumina Stock
In November, of the 19 analysts covering Illumina (ILMN), 14 have given it “buy” or higher ratings, and five have given it “hold” ratings.
Understanding Illumina’s Gross Margin Trend
Illumina’s cost of product revenue increased from $173.0 million in the third quarter of 2017 to $184.0 million in the third quarter of 2018.
Understanding Illumina’s Geographical Performance
For 2018 and 2019, Illumina is expected to generate revenues of $3.33 billion and $3.80 billion, respectively.
Taking Stock of Edwards Lifesciences’ Performance
A strong operational performance and steady uptick in Edwards Lifesciences’ stock price has kept investors interested in the stock in 2018.
What Does Dentsply’s Bottom-Line Trend Indicate?
Dentsply Sirona’s interest expense decreased marginally from $9.8 million in the third quarter of 2017 to $9.7 million in the third quarter.
What Analysts Recommend for Hologic Stock
In November 2018, of the total 20 analysts covering Hologic (HOLX), ten analysts have given the stock a “buy” or higher rating, and ten analysts have given it a “hold” rating.
How Hologic’s Revenue Is Trending
For fiscal 2019 and 2020, Hologic (HOLX) is expected to generate total revenues of $3.32 billion and $3.45 billion, respectively.
Gauging Analysts’ Views on Zoetis Stock
In November, of the total 15 analysts covering Zoetis (ZTS), 12 analysts have given the stock “buy” or higher ratings.
Analysts Remain Bullish on Stryker Stock
In November 2018, of the total 29 analysts covering Stryker (SYK), 19 analysts gave Stryker stock a “buy” or higher rating, and ten analysts have given it a “hold” rating.
How Stryker Is Positioned in November
Stryker generated total revenues of $3.24 billion in the third quarter of 2018 as compared to $3.01 billion in the comparable period of 2017.
Baxter International: Why Investors Are Interested
Fluctuations in Baxter International’s (BAX) stock price have kept investors interested in the stock in 2018.
Editas Stock: Analysts’ Recommendations
In November, among the ten analysts covering Editas Medicine (EDIT), six analysts recommended a “buy,” while four recommended a “hold.”
Gauging Analysts’ Views on Clovis Stock
In November, of the 12 analysts covering Clovis Oncology (CLVS) stock, seven have given it “buy” or higher ratings, and five have given it “hold” ratings.
How Clovis Oncology Is Positioned in November
Clovis Oncology generated total revenue of $22.76 million in the third quarter compared to $16.81 million in the comparable period of 2017.
Why Wall Street Is Still Bullish on Tandem Stock
This month, of the total ten analysts covering Tandem Diabetes Care (TNDM), seven have given the stock a “buy” or higher rating and three have given it a “hold” rating.
Why Tandem Should Be on Your Stock Radar
Tandem Diabetes Care’s (TNDM) key focus is its t:slim X2 insulin delivery system, which is designed to display continuous glucose monitoring directly on a pump’s home screen.
How TransEnterix Has Been Performing in November
In this series, we’ll explore TransEnterix’s financials, analyst recommendations, and valuation metrics.
How Nektar Performed in the Third Quarter
Nektar Therapeutics generated total revenues of $27.76 million in the third quarter of 2018 as compared with $152.93 million in the third quarter of 2017.
How Analysts View Alexion Stock
In November 2018, of the total 18 analysts covering Alexion Pharmaceuticals (ALXN), 16 analysts have given the stock a “buy” or higher rating, and two analysts have given it a “hold” rating.
Analyzing Alexion Pharmaceuticals’ Product Performance
Alexion Pharmaceuticals’ (ALXN) key products on the market include Soliris, Strensiq, and Kanuma.
Gilead Sciences: Analysts’ Recommendations
In November, six analysts recommended a “strong buy,” ten recommended a “buy,” and 12 recommended a “hold” for Gilead Sciences.
Analyzing Gilead Sciences’ HIV Portfolio
Gilead Sciences’ HIV product sales in the United States increased from $2.52 billion in the third quarter of 2017 to $3.0 billion in the third quarter.
A Look at the Performances of BMY’s Established Brands
The sales of Bristol-Myers Squibb’s Baraclude fell from $264.0 million in the third quarter of 2017 to $175.0 million in the third quarter of 2018.
Bristol-Myers Squibb Reports Q3 2018: Revenues, Product Sales Up
Bristol-Myers Squibb (BMY) reported its third quarter of fiscal 2018 results on October 25. Its total revenues increased to $5.69 billion.
How Varian Medical Systems Fared in the Fourth Quarter
Varian Medical Systems reported net income of $116.8 million in the fourth quarter of fiscal 2018 as compared to $78.6 million in the fourth quarter of fiscal 2017.
Alexion Pharmaceuticals: What to Expect from Its Q3 Earnings
Alexion Pharmaceuticals (ALXN) is scheduled to report its third-quarter earnings on October 24.
What Analysts Recommend for Stryker Stock
Of the total 28 analysts covering Stryker (SYK) in October 2018, 19 analysts have given the stock a “buy” or higher rating, and nine analysts have given Stryker a “hold” rating.
Gauging Analysts’ Views for NovoCure Stock
Of the five analysts covering NovoCure (NVCR) stock in October, two have given it a “strong buy,” and three have given it a “buy.”
How Boston Scientific Is Expected to Perform in the Third Quarter
Boston Scientific (BSX) is expected to report its third-quarter earnings on October 24.
What to Expect from Varian’s Bottom Line in Q4 2018
Varian Medical Systems (VAR) is expected to report net income of $105.05 million in the fourth quarter of fiscal 2018.
What to Expect from Varian Medical Systems’ Q4 2018 Earnings
Varian Medical Systems (VAR) is expected to report its earnings for the fourth quarter of fiscal 2018 on October 23.
Analyzing Sarepta’s Product Pipeline
Sarepta is expected to incur R&D expenses of $277.8 million in fiscal 2018, compared with $166.71 million in fiscal 2017.
An Investor’s Overview of Sarepta Therapeutics
Sarepta Therapeutics’ revenues are forecast to be $302.13 million in 2018 and $430.37 million in 2019, up from $154.58 million in 2017.
How Is Vertex Pharmaceuticals Positioned in October?
Vertex announced on October 10 that the FDA has lifted the clinical hold and accepted its Investigational New Drug Application for CTX001.
How Alexion Pharmaceuticals Is Positioned in October
In September, Alexion Pharmaceuticals agreed to acquire Syntimmune, a clinical stage biotechnology company.
How Intuitive’s Bottom Line Is Expected to Look in Q3 2018
Intuitive Surgical’s (ISRG) cost of goods sold is expected to rise 16.82% to $265.76 million in the third quarter of 2018.
What to Expect from Intuitive Surgical’s Q3 2018 Earnings
Intuitive Surgical (ISRG) is expected to report its third-quarter earnings results on October 18.
Analyzing Gilead Sciences’ Research Pipeline Developments
On October 3, Gilead Sciences (GILD) reported the results from a phase three study evaluating Biktarvy’s safety and efficacy.
Gilead Sciences Stock: Analysts’ Recommendations
In October, 18 analysts gave Gilead Sciences stock a “buy” or higher rating, while ten analysts gave the stock a “hold” rating.
How’s Gilead Sciences Positioned in October?
For Gilead Sciences (GILD), falling revenues and recent gains in the stock price have kept investors interested in the stock.
Exploring Seattle Genetics’ Operational Performance
Seattle Genetics (SGEN) incurred a cost of sales of $13.16 million in the second quarter—compared to $8.06 million in the second quarter of 2017.
Analyzing Seattle Genetics’ Key Collaborations
Seattle Genetics (SGEN) is focused on maximizing Adcetris’ market reach. Currently, the product is sold in 71 countries.
Seattle Genetics: Impact of the Cascadian Acquisition
Seattle Genetics acquired clinical-stage biopharmaceutical company Cascadian in March for $614.1 million at $10.0 per share.
What’s Driving Seattle Genetics Stock in 2018?
Seattle Genetics generated total revenues of $170.17 million in the second quarter—compared to $108.22 million in the same period in 2017.
What Viking Therapeutics’ Valuation Trend Indicates
In October, of the seven analysts covering Viking Therapeutics, one has given its stock a “strong buy” rating.
Who’s Following Viking Therapeutics’ NASH Pipeline?
Viking Therapeutics’ product candidate VK2809 is undergoing a Phase 2 trial for the treatment of patients with hypercholesterolemia and fatty liver disease.
A Look at Intercept Pharmaceuticals’ Exciting Research Pipeline
In this series, we’ll analyze three pharmaceutical companies with focused nonalcoholic steatohepatitis pipelines.
What ViewRay’s Valuation Trend Indicates
In September, of the seven analysts covering ViewRay (VRAY), six have given its stock “buy” or higher ratings, and one analyst has given it a “sell” rating.
What ResMed’s Valuation Trend Indicates
The mean rating for ResMed (RMD) stock is 2.6, and its target price is $104.69.
What’s in Store for ResMed Stock?
ResMed (RMD) generated revenues of $2.34 billion in fiscal 2018, compared with revenues of $2.07 billion in fiscal 2017.
What Waters Corporation’s Valuation Trend Indicates
In September, of the 15 analysts covering Waters Corporation (WAT) stock, ten have given it “holds.”
What’s the Upside Potential for Agilent Technologies Stock?
In the last three months, Agilent Technologies (A) stock has risen from $61.14 on June 27, 2018, to $70.33 in September 2018.
What’s Driving Agilent Technologies’ Segment Growth?
Agilent Technologies’ (A) Life Sciences and Applied Markets segment had revenues of $510 million in Q3 2017 compared to $540 million in Q3 2018.
Agilent Technologies’ Operational Performance
Agilent Technologies (A) incurred selling, general, and administrative expenses of $339 million in the third quarter of 2018.
Agilent Technologies: Its Acquisition Spree in 2018
Agilent Technologies (A) has been on an acquisition spree in 2018 with major acquisitions made until the third quarter.
Here’s What Verastem’s Valuation Trend Indicates
Of the seven analysts covering Verastem (VSTM) in September, two have given the stock a “strong buy” rating, and five have given it a “buy.”
Why Investors Are Excited about Verastem Stock
In June, Verastem entered into an agreement in which Yakult has exclusive rights to develop products containing duvelisib in Japan.
Taking Stock of Idexx Laboratories’ Business Segments
Idexx’s revenues from its Companion Animal Group segment increased from $439.95 million in Q2 2017 to $507.49 million in Q2 2018.
How Idexx Laboratories Is Positioned in 2018
So far in 2018, Idexx Laboratories (IDXX) stock has generated more than 50.0% returns for investors.
A Look at Henry Schein’s Animal Business Spin-Off
In April, Henry Schein reached an agreement with HS Spinco and Direct Vet Marketing for creating a new entity—Vets First Corp.
Analyzing Perrigo’s Spin-Off of Its Rx Business
In this series, we’ll analyze major spin-offs in the healthcare sector by Perrigo (PRGO), Eli Lilly (LLY), Danaher (DHR), and Henry Schein.
A Look at Eli Lilly’s Elanco Spin-Off
Eli Lilly (LLY) is expected to post revenues of $24.33 billion in fiscal 2018 and $24.8 billion in fiscal 2019.
A Look at Danaher’s Spin-Off of Its Dental Unit
In July, Danaher (DHR) announced that it would spin off its Dental segment into a separate public company.
Taking Stock of Quest Diagnostics’ Recent Acquisitions
Quest Diagnostics’ (DGX) diagnostic information services (or DIS) business accounts for more than 95% of the company’s total revenues.
Exploring Quest Diagnostics’ Operational Performance
Quest Diagnostics (DGX) incurred selling, general, and administrative expenses of $351.0 million in the second quarter of 2018 as compared with $358.0 million in the second quarter of 2017.
How Quest Diagnostics Is Positioned in 2018
Quest Diagnostics generated revenues of $1.92 billion in the second quarter of 2018 as compared with $1.86 billion in the second quarter of 2017.