On September 7, 2017, Alnylam Pharmaceuticals (ALNY) announced that it had reached an agreement with the US Food and Drug Administration (or FDA) related to the design of the phase three program for investigational RNAi therapeutic Givosiran.
According to MarketScan and Truven Health Analytics, approximately 9 million women in the US need therapy for symptoms related to uterine fibroids (or UF).
Specialty Generics’ contribution to Mallinckrodt’s net sales fell by 18% to $1 billion in 2016. The business had a 31% share in total net sales in 2016.
On an annual basis, MNK’s net sales soared by 16% to $3.4 billion in 2016. Despite its better-than-estimated performance, shares fell by 9% on November 29.
The effects of repealing Obamacare Donald Trump is definitely not in favor of the Affordable Care Act, known as Obamacare. As he wants to repeal the act completely and replace it with another policy, the hospital sector fell on November 9, the day after the election. Trump believes that providing healthcare facilities to illegal immigrants costs […]
Trump’s healthcare agenda During his campaign, Trump came up with a seven-point plan for the healthcare industry. In this plan, he proposed to repeal the Affordable Care Act. Although a complete repeal doesn’t seem feasible, if applied, it would definitely take a toll on hospitals and insurance companies. In the next article, we’ll discuss the severity of […]
Edwards Lifesciences (EW) reported falling revenue in 3Q16. Its gross profit margin fell and was reported to be ~72.8% of its total revenue, compared to ~76.2% in 2Q16.
Signs of bear markets After outlining why he thinks bull markets in the US are more common than investors think, Richard Bernstein went on to discuss the signs of bear markets. He suggests that the prevailing pessimism of an impending bear market is unjustified. According to him, based on historical evidence, there are three indications […]
UTHR has been actively involved in strengthening its relationships with health insurers and physicians to ensure drug access for the patient community.
Europe represents a potential growth opportunity for Stryker, as the company currently has a low market share in Europe compared to other developed markets.
In 2015, Richard Bernstein Advisors was defensively positioned. This means reduced allocation to equity and increased allocation to fixed income instruments.
Varian Medical Systems’ next big technology innovation will be high-definition radiotherapy, which is an intelligent treatment delivery system that aims to achieve 100% radiation exposure for the tumor.
Edwards Lifesciences (EW) reported ~$697 million in total revenue in 1Q16. Of that, ~$366 million was contributed by the company’s THV (Transcatheter Heart Valve) Therapy segment.
Quest Diagnostics has been focusing on developing sales and marketing expertise, increasing esoteric testing, and building relationships with hospitals.
Ionis Pharmaceuticals (IONS) reported revenues of $284 million in 2015. Analysts are estimating that revenues will decline more than 16% to $237 million in 2016.
Some recent launches that might improve Zimmer Biomet’s market share include the modular XtraFix External Fixation system, a device for trauma patients that helps save time and cost.
This year, the healthcare sector seems to be receding, and the utilities sector seems to be in good gear. This is a sign that the early bear phase is over.
Centene posted its 4Q15 and 2015 earnings on February 09 and reported diluted operating EPS attributable to common shareholders of about $2.89 for 2015.
Stryker offers a diversified portfolio of more than 60,000 products and services, with a focus on quality outcomes at lower costs through collaborations.
With the acquisition of Abbott Laboratories’ (ABT) non-US developed markets specialty and branded generics business, Mylan relocated its headquarters to the Netherlands.
Acquisition rationale On March 30, 2015, Teva Pharmaceutical Industries (TEVA) announced its agreement to acquire Auspex Pharmaceuticals (ASPX) for $3.2 billion in enterprise value, a 42.4% premium to the company’s closing share price of $70.91 on March 27, 2015. This step will support the company’s near- and mid-term growth. Teva share price moved up a marginal […]
Pharmaceutical company Mylan’s (MYL) intention to acquire Perrigo became public on April 6, 2015. The acquisition would permit Mylan to expand into the over-the-counter drugs segment.
Actavis’s gross margins improved from 44% in 2011 to 52% in 2014, due to improved gross margins for the North American Generics and International segments.
The US generics industry is fragmented. The top five companies accounted for 44.4% of the market share of unbranded generics in 2013, according to IMS Health.
What is a Sharpe ratio? A Sharpe ratio is a tool that measures the amount of returns for each unit of volatility that’s generated by a portfolio (higher returns and lower volatility equals more returns per unit of volatility). The measurement allows investors to analyze how much return they’re receiving from a portfolio in exchange for […]
