Q: What are your thoughts on Edwards LifeSciences (EW) in light of the punishment it’s receiving today in the market? It’s down 29% at the time of writing (July 25). Is the reaction unjustified and a buying opportunity?
You can view 3 more answers this month. Sign up for a free trial for unlimited access.
Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: Hello 5i: I ask about LLY with the big drop today caused by the Viking Therapeutics announcement. I will appreciate your comments. Sincerely. Barbara
Q: Your comments please on their recent quarterly results and the market reaction - a 20% drawdown.
Thanks,
Thanks,
Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Q: Hello, SPRY is a company developing an alternative treatment for anaphylaxis treatment. I am wondering about the team's thoughts on its current valuation and if it seems reasonable given the company's prospects. Also given favorable inflation data continuing, could this small-cap have good price appreciation potential with lowering interest rates?
Thank you.
Thank you.
Q: Is there any updated information on Reliq Health? Is it doomed?
-
Intuitive Surgical Inc. (ISRG)
-
AbbVie Inc. (ABBV)
-
Eli Lilly and Company (LLY)
-
Stryker Corporation (SYK)
Q: I'm looking for more momentum in the healthcare sector for the next 3-5 years, at least. I am a long term investor. I currently have ABBV and SYK but am thinking about moving on and buying LLY and ISRG as replacements. Are you still bullish on both LLY and ISRG, and do you think that such a switch makes sense in this market? Thank you!
Q: Lly has been hit hard last few days presumably as a result of news that a competitor has another weight loss drug in the works. Is the sell off over done in your view? Would you continue to hold? Thanks.
Jason
Jason
-
Health Care Select Sector SPDR (XLV)
-
aTyr Pharma Inc. (LIFE)
-
abrdn Healthcare Opportunities Fund Shares of Beneficial Interest (THQ)
Q: Were I to invest in a Growth/Income pairing of healthcare stocks, would you recommend XLV/THQ or XLV/LIFE? I am currently very happy with my XLV/LIFE combination but would appreciate your input re: the use of THQ...
Best regards,
David
Best regards,
David
Q: Can you comment on a current view of NVO and LLY given the sharp recent pullback.Is their moats still valid in GLP drugs?
Q: You recently recommended LLY as a buy at $850/875. Today it is trading at $838. Any sense of why it has been dropping so much lately, and would you recommend a buy at current prices?
Q: Hi Peter & team,
I am curious about your thoughts with regards to MindMed (MNMD). They are a US biotech that is involved with clinically supervised psychedelic therapy for PTSD, anxiety, etc.
Promising research has come out of Johns Hopkins led by Roland Griffiths. Public trust still needs to be ascertained, however, even if trust seems to be waning slowly with conventional medicine.
Would this be a holding that you expect to do well in the long term?
Any other non-conventional biotech firms that show promise?
Thank you!
Regards,
Andrew M.
I am curious about your thoughts with regards to MindMed (MNMD). They are a US biotech that is involved with clinically supervised psychedelic therapy for PTSD, anxiety, etc.
Promising research has come out of Johns Hopkins led by Roland Griffiths. Public trust still needs to be ascertained, however, even if trust seems to be waning slowly with conventional medicine.
Would this be a holding that you expect to do well in the long term?
Any other non-conventional biotech firms that show promise?
Thank you!
Regards,
Andrew M.
Q: In your opinion, would a trump win in November be positive or negative for Unh
-
Amgen Inc. (AMGN)
-
Abbott Laboratories (ABT)
-
Pfizer Inc. (PFE)
-
AstraZeneca PLC (AZN)
-
Viking Therapeutics Inc. (VKTX)
Q: Aside from LLY and NVO, what other healthcare companies might enjoy success with weight loss drugs or products related to them? I’ve heard good things about ABT., AMGN, PFE, AZN, RHHBY and others in this regard, but I was wondering how you might rank them and/or others (most promising names first). I’m quite interested in Roche which has been showing strength after a long period of weakness (it’s now $35.69 as of Friday July 12).
-
Intuitive Surgical Inc. (ISRG)
-
Abbott Laboratories (ABT)
-
Boston Scientific Corporation (BSX)
-
Eaton Corporation PLC (ETN)
-
Eli Lilly and Company (LLY)
-
Stryker Corporation (SYK)
Q: ETN is a theme play that is on the move. I'm thinking of selling UNH (considered defensive) and buying ETN even though it is more cyclical in nature. Other healthcare names held are ABBV, ABT, BSX, ISRQ, LLY (starting position), and SYK. Currently, health care makes up 9.71% of the total portfolio compared to industrial at 19.12%......What do you say about this stock change? And other suggestions are most welcomed!.....Tom
Q: Good morning. Looking at my U.S. holdings and noticed it's a down day for these 2 great firms. Went looking for any news but nothing specific found. Have I missed something or is this kind of an inverse Trump trade if he's elected? Your input is appreciated. Thank you. David
Q: Why the jump on lnth?
Q: I have ZUH and VHT in my portfolios to cover U.S. healthcare. They are both stagnant over the past 4 years with low yields. Time to sell? How will they be impacted by the U.S. election?
Thanks.
Thanks.
Q: I am considering adding Unitedhealth Group (UNG) to my portfolio and, before doing so, I would like to know your thoughts on this company. My only other holding in the health sector is ISRG and I would like to bring this sector up to 8% of my portfolio which normally would be 2 stocks. Do you think this would be a good addition? Or, do you have other suggestions?
Thanks, J
Thanks, J
Q: Could I have your opinion of GRAIL going forward?
Thanks for your service!
Thanks for your service!