Kenneth Smith

Total sales for Bristol-Myers Squibb’s Opdivo increased 34%, from $1.1 billion in 1Q17 to $1.5 billion in 1Q18.

After its stellar rise from $54.02 on January 8 to a high of $161.51 on September 28, Sarepta stock has seen selling pressure amid the market volatility in October.

Spark Therapeutics generated revenues of $25.18 million in the second quarter of 2018 compared to $1.48 million in Q2 2017.

Of the four analysts covering Accelerate Diagnostics in January 2018, three analysts have given the stock a “buy” rating.

AbbVie (ABBV) generated net revenue of $7.9 billion in 1Q18 compared to $6.5 billion in 1Q17.

In November, of the total 21 analysts covering Tesaro (TSRO) stock, 13 have given it “buy” or higher ratings, and eight have given it “hold” ratings.

Of the 11 analysts covering BeiGene (BGNE), four have given it “strong buys,” and seven have given it “buys.”

Spark Therapeutics’ (ONCE) operating expenses decreased from $78.48 million in Q2 2017 to $59.78 million in Q2 2018.

Sucampo has taken on a significant level of debt. Its outstanding debt is ~$300 million. Its interest expense has increased from $6.8 million in 2015 to $23.7 million in 2016.

Sucampo Pharmaceuticals (SCMP) recently completed a Phase 3 study for the alternate sprinkle formulation of Amitiza (lubiprostone) in adults with CIC (chronic idiopathic constipation).

According to Novavax, ~64.0 million RSV infections occur every year on a global basis. The global cost of RSV exceeds $88.0 billion.

In October 2017, Riot Blockchain (RIOT) acquired a 52% stake in Tess, a developer of blockchain solutions for telecom (telecommunications) companies.

In 2018, stock markets, especially in the pharmaceutical sector, have seen heightened volatility.

In the second quarter of 2018, Abiomed’s (ABMD) cost of revenue rose YoY (year-over-year) to $29.85 million.

AstraZeneca has seen major recent product approvals such as Lynparza in Japan for breast cancer and Tagrisso in the EU for lung cancer.

Ignyta (RXDX) has completed enrollment for a Phase 1 clinical trial of RXDX-105, an orally bioavailable small molecule tyrosine kinase inhibitor.

Ignyta’s (RXDX) R&D (research and development) expenses increased from $16.6 million in 3Q16 to $21.7 million in 3Q17, a 30% rise.

In October 2017, Ignyta (RXDX) raised $150 million by issuing 10 million shares of its common stock.

Seattle Genetics (SGEN) is focused on maximizing Adcetris’ market reach. Currently, the product is sold in 71 countries.

Of the 17 analysts covering Thermo Fisher Scientific (TMO), 14 recommend ” buy” or a higher rating, and three recommend “hold.”

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.

BeiGene is a company focused on bringing to market molecularly targeted and immuno-oncology drugs for the treatment of cancer.

In this year’s second quarter, Abiomed’s (ABMD) net investment income rose YoY (year-over-year) to $1.67 million from $781,000.

In this series, we’ll explore Abiomed’s financials and valuation along with analysts’ views on its stock.

Sarepta Therapeutics’ (SRPT) R&D (research and development) expenses rose YoY (year-over-year) to $86.58 million.

Of the 25 analysts covering Vertex Pharmaceuticals (VRTX), 21 recommend “buy” or a higher rating, and four recommend “hold.”

Kalydeco, Orkambi, and Symdeko are Vertex Pharmaceuticals’ (VRTX) products on the market.

In this year’s third quarter, bluebird bio (BLUE) generated net interest income of $4.59 million.

In 2018 and 2019, bluebird bio (BLUE) is expected to generate revenues of $43.62 million and $67.0 million, respectively.

In the third quarter, bluebird bio’s total revenue rose YoY (year-over-year) to $11.53 million from $7.71 million.

In fiscal 2018 and fiscal 2019, Sage Therapeutics (SAGE) is expected to generate revenues of $79.41 million and $36.63 million, respectively.

The Zulresso injection is Sage Therapeutics’ lead product candidate. The company has filed a new drug application.

Of the 14 analysts covering Ionis Pharmaceuticals (IONS), five have given it “buy” or higher ratings, seven have given it “holds.”

Ionis Pharmaceuticals’ (IONS) two business segments are Ionis Core and Akcea Therapeutics, in which Ionis holds a 76% stake.

Of the 26 analysts covering Regeneron Pharmaceuticals (REGN), eight recommend “buy” or a higher rating, 17 recommend “hold,” and one recommends “sell.”

In December 2018, of the total 13 analysts covering Seattle Genetics, eight analysts have given Seattle Genetics stock a “buy” or higher rating.

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.

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.

In December 2018, of the total 15 analysts covering Align Technology, 13 analysts have given the stock a “buy” or higher rating.

In this series, we explore Sangamo’s financials, analysts’ views on the stock, and the company’s valuation metrics.

In November, of the 19 analysts covering Illumina (ILMN), 14 have given it “buy” or higher ratings, and five have given it “hold” ratings.

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.

For 2018 and 2019, Illumina is expected to generate revenues of $3.33 billion and $3.80 billion, respectively.

A strong operational performance and steady uptick in Edwards Lifesciences’ stock price has kept investors interested in the stock in 2018.

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.

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.

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.

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.

Fluctuations in Baxter International’s (BAX) stock price have kept investors interested in the stock in 2018.

In November, among the ten analysts covering Editas Medicine (EDIT), six analysts recommended a “buy,” while four recommended a “hold.”

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.

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.

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.

In this series, we’ll explore TransEnterix’s financials, analyst recommendations, and valuation metrics.

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.

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.

Alexion Pharmaceuticals’ (ALXN) key products on the market include Soliris, Strensiq, and Kanuma.

In November, six analysts recommended a “strong buy,” ten recommended a “buy,” and 12 recommended a “hold” for Gilead Sciences.

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.

Of the five analysts covering NovoCure (NVCR) stock in October, two have given it a “strong buy,” and three have given it a “buy.”

Varian Medical Systems (VAR) is expected to report net income of $105.05 million in the fourth quarter of fiscal 2018.

Sarepta is expected to incur R&D expenses of $277.8 million in fiscal 2018, compared with $166.71 million in fiscal 2017.

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.

Vertex announced on October 10 that the FDA has lifted the clinical hold and accepted its Investigational New Drug Application for CTX001.

In September, Alexion Pharmaceuticals agreed to acquire Syntimmune, a clinical stage biotechnology company.

Intuitive Surgical’s (ISRG) cost of goods sold is expected to rise 16.82% to $265.76 million in the third quarter of 2018.

On October 3, Gilead Sciences (GILD) reported the results from a phase three study evaluating Biktarvy’s safety and efficacy.

The mean rating for ResMed (RMD) stock is 2.6, and its target price is $104.69.

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.

In the last three months, Agilent Technologies (A) stock has risen from $61.14 on June 27, 2018, to $70.33 in September 2018.

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 (A) has been on an acquisition spree in 2018 with major acquisitions made until the third quarter.

In September, of the 15 analysts covering Waters Corporation (WAT) stock, ten have given it “holds.”

Eli Lilly (LLY) is expected to post revenues of $24.33 billion in fiscal 2018 and $24.8 billion in fiscal 2019.

In this series, we’ll analyze major spin-offs in the healthcare sector by Perrigo (PRGO), Eli Lilly (LLY), Danaher (DHR), and Henry Schein.

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.

Thermo Fisher Scientific (TMO) operates in four business segments.

In the fourth quarter of 2017, Solid Biosciences initiated a Phase 1/2 clinical trial called IGNITE DMD to test SGT-001 in the United States.

In this series, we’ll take a look at six stocks with a focus on gene therapy that have promising products in their pipelines.

BioLife Solutions (BLFS) generated revenues of $5.18 million in the second quarter compared to $2.56 million in Q2 2017.

Teleflex’s (TFX) interest expenses increased from $19.89 million in the second quarter of 2017 to $26.65 million in the second quarter of 2018.

Brilinta’s sales increased by 13.0% to $316.0 million, and Farxiga’s sales grew 34.0% to $340.0 million in the second quarter.

Of the nine analysts covering Varian Medical Systems (VAR) stock, three have given it a “strong buy,” three have given it a “hold,” and three have given it a “sell.”

Revenues from the Oncology Systems segment increased from $564.4 million in fiscal Q3 2017 to $667.2 million in fiscal Q3 2018.

Baxter International’s (BAX) global business units delivered strong performances in the second quarter.

Tesaro stock has been on a downward trajectory for the past 52 weeks. From a high of $135 on September 5, 2017, it has corrected to $27 in August.

Novavax’s (NVAX) research pipeline primarily targets the respiratory syncytial virus (or RSV) and seasonal influenza.

Novavax has entered into a key grant agreement with the Bill and Melinda Gates Foundation, which is the current source of its revenue.

Under its immunology program, Nektar Therapeutics (NKTR) is developing NKTR-358 in collaboration with Eli Lilly and Company (LLY).

In August, of the 16 analysts covering Alnylam Pharmaceuticals, 13 have given the stock “buy” or higher ratings.

Alnylam Pharmaceuticals’ interest income increased from $2.58 million in the second quarter of 2017 to $6.1 million in the second quarter of 2018.

Editas Medicine (EDIT) is a research-stage genome editing company. Five of the total nine analysts covering the company in August have given the stock a “buy” rating.

In May, Bristol-Myers Squibb’s Opdivo and Yervoy combination was approved in Japan for previously untreated patients with unresectable melanoma.

Editas Medicine’s (EDIT) general and administrative expenses are expected to rise 39.57% year-over-year in the second quarter.

Baxter’s gross profit increased from $1.13 billion in Q2 2017 to $1.24 billion in Q2 2018.

Varian Medical Systems (VAR) is expected to report its Q3 2018 earnings on July 25. Analysts expect its revenues to increase 0.30%.

Bristol-Myers Squibb (BMY), which is behind blockbuster drugs Opdivo and Eliquis, is set to report its Q2 2018 earnings on July 26.

Advaxis (ADXS), in collaboration with Merck (MRK), is conducting a Phase 1 Part 2 trial to evaluate the safety and efficacy of ADXS-PSA.

In a major development, Advaxis announced on July 13 that the FDA has lifted its hold on the IND (Investigational New Drug) application.

Acadia Pharmaceuticals’ Nuplazid is commercialized in the US market for the treatment of hallucinations and delusions related to Parkinson’s disease psychosis.