Healthcare

Danaher is a diversified conglomerate with a market cap of ~$56 billion. Its customers are mostly professionals and organizations rather than retail consumers.

Align Technology was trading at its 52-week high of $398.88 on September 25. The stock reported its 52-week low of $180.31 on September 28, 2017.

WTX101 has a unique action mechanism. The drug has the potential to become the standard of care for Wilson disease patients.

Micron’s solid-state storage business ranges from hard disk drive (or HDD) replacements with solid-state drives (or SSDs) for clients to enterprise-class storage solutions.

In January 2018, the FDA granted a BTD to Novartis’s (NVS) Promacta for use along with standard immunosuppressive therapy.

On September 21, 2016, the FDA approved Jannsen Pharmaceuticals’ Invokamet XR for the treatment of adults suffering from Type 2 diabetes.

Approved by the FDA on September 14, Teva’s Ajovy has multiple competitors set to enter the market.

The Trump administration proposed production cuts in some of the most abused opioid compounds by 10% next year.

Through the acquisition of Raptor Pharmaceuticals, Horizon Pharma (HZNP) will gain access to Procysbi and Quinsair and expand in the orphan drug space.

Year-to-date, ABT stock has risen 12.8%. Over the last month, the stock has returned ~4.0%.

Pfizer (PFE) reported an EPS of $0.74 on revenues of ~$13.5 billion during the second quarter, which beat analysts’ estimate of ~$13.3 billion.

In 2Q17, Merck’s (MRK) Januvia generated revenues of around $948 million, which reflected an ~11% decline on a year-over-year basis and 13% growth on a quarter-over-quarter basis.

Hedge funds decreased their net bullish positions in US natural gas futures and options 1.9% to 186,799 on June 12–19.

According to Leerink analyst Amy Fadia, Fulphila is expected to generate sales of $73.0 million in 2018. Fadia expects Fulphila’s sales to reach $260.0 million in 2019.

Nike (NKE) faces some challenges in its target markets. In the US, economic growth rates have tapered down, and the trade war could affect its China market.

Anadarko Petroleum’s capex has mainly been showing an increasing trend since the first quarter of 2016. The free cash flow has been negative.

The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.

In its fiscal 3Q18, which ended on December 31, 2017, Haemonetics (HAE) reported revenue of close to $234 million.

Novartis (NVS) and Amgen (AMGN) recently announced that the CGRP inhibitor therapy, AMG 334, reported positive results in a Phase 2 clinical trial as a therapy for preventing chronic migraine.

Gilead’s stock price has risen ~8.9% in the last 12 months. Wall Street analysts estimate that the stock price will fall ~4.5% over the next 12 months.

Varian Medical Systems (VAR) will announce its 1Q18 earnings results on January 24, 2018. It wants to establish itself as the leading cancer management company in the world.

On September 20, Mylan and its partner, Fujifilm Kyowa Kirin Biologics, received the marketing authorization from the European Commission for Hulio.

Alere’s integration synergies in 1Q18 were delivered through strong performance of the company’s Rapid Diagnostics business.

Teva Pharmaceutical Industries accounts for 18% of the US generic drug market. This share is significantly higher than those of Mylan, Novartis, and Pfizer.

Merial, Sanofi’s (SNY) Animal Health segment, reported total revenues of 725 million euros (about $818.6 million), which is a 9.1% increase over 2Q15.

Since its conversion to an REIT in 2004, Extra Space Storage (EXR) has paid regular quarterly cash dividends to its shareholders.

Ambre Energy was founded in June 2005. It’s an Australian-American coal and oil shale company. The company’s Australian headquarters are located at Brisbane. The head American office is located at Salt Lake City, Utah. The company operates in three business lines—U.S. coal export infrastructure, international coal marketing and trading, and U.S. thermal coal production.

UnitedHealth Group is, by revenue, the largest healthcare company in the world.

China contributes significantly to Abbott’s Established Pharmaceuticals division, which registered sales of ~$1.1 billion, representing year-over-year growth of ~10.0%.

In December 2017, Kite, a Gilead Sciences (GILD) company, presented long-term follow-up data from its pivotal ZUMA-1 trial of Yescarta.

In the U.S., Blackrock (BLK), State Street GA (STT), and Vanguard are the top three ETF providers. They have a 40.1%, 22.3%, and 20.7% market share, respectively.

On July 27, 2017, Baxter International (BAX) completed the acquisition of Claris Injectables, which is expected to help expand and strengthen Baxter’s core capabilities.

In 1H17, Remicade generated revenues of around $437 million, which is a 37% decline year-over-year.

In July 2017, the FDA accepted Bristol-Myers Squibb’s supplemental New Drug Application (or sNDA) for expanding the indication of Sprycel.

Myriad Genetics (MYGN) announced the U.S. Food and Drug Administration’s (or FDA) acceptance of its supplementary premarket approval application for BRACAnalysis CDx, a DNA sequencing companion diagnostic test.

Allergan (AGN) plans to release its 1Q18 earnings on April 30. Wall Street expect AGN’s earnings per share to reach $3.36.

In 2Q17, Amgen’s (AMGN) Aranesp generated revenues of ~$535 million, which represented a 6% year-over-year rise.

Regeneron Pharmaceuticals (REGN) markets Eylea in the United States, and Bayer (BAYZF) commercializes the drug outside the US market.

In 1H17, Teva Pharmaceutical’s (TEVA) oncology business generated revenues of ~$550 million, or ~9% lower YoY (year-over-year).

In 4Q17, Merck’s (MRK) Cubicin reported revenues of $92 million, which was ~23% lower on a YoY (year-over-year) basis.