Investment Q&A

Q: Vhi has fallen apart post secondary financing.Whats the problem?

Q: Is VitalHub exposed materially in a recession?Seems the sector is somewhat protected?

Q: What do you think of Bausch Health(formerly Valient). Can you please comment on insider buying and ownership. Their battle with debt, how's that coming along? Their relationship with Blackstone and Carl Icahn and is any of this or other metrics or news lead you to an opinion of buy, sell or hold?

Q: Can I get your opinion on BTSG please? is the earnings projected to go up? Is it a good buy?

Q: In your opinion, does the recent daily drop (-6.39% as of Sept 3 2025) represents an opportunity to add to a partial position, or should we just be prudent and wait to see what is behind the negative price momentum we are seeing recently?

Q: Can I have your thoughts on this company. The technology looks interesting. Is it worth a small speculative investment? Thanks

Q: The Health Care sector has been where alpha has gone to die for almost 3 years now. Time to consider legging in? Thanks!

Q: Good morning 5i
I have held sis for quite awhile, hopeful that its emphasis on the demographic situation would pay off. It does seem to be getting better but as a small cap it doesn’t have the umph that i was hoping for. I have lately been reconsidering my portfolio, anyway and wondering whether i should abandon that hope sell sis and buy something like wsp global or adt, which is down. That way i am leaving behind the risk of a small cap stock, getting possibly more stability in my portfolio and with these two stocks, the possibility of a decent gain. I have a well balanced portfolio, so difference in sector is not a problem
Thanks for your great service for us all

Q: What is your opinion of ABBV buying an experimental drug derived in the psychedelic space from private company Gilgamesh for 1.2B?. Do you think with some of these psychedelic companies now getting phase 2 and phase 3 trials wrapped up on their potential drug offerings that the psychedelic market might get some legs in the near future as the big pharma companies look for the next big thing. ? With these being very spec who would be you picks in the space for fun money?

Q: Hello everyone,

Mckesson (MCK) has recently pulled back and just upped it's dividend. I wanted your thoughts on the name and whether it's a good time to buy, in light of the challenges in the sector from Trump's health care reform focus.

Thanks again.

Peter

Q: Hi there,

ABBV has been on a decent run since July. I assume their mostly positive quarterly report indicating lots of activity in their drug pipeline is one reason plus healthcare seems to be showing a bit of life.

How do you see it’s valuation is it an ADD/BUY in a diversified portfolio for growth and income?

Q: Hi !

Do you see potential for strong growth on the short term in any of the following names in the health sector : Adma Biologics (adma-q), Immunome (imnm-q), Janux Therapeutics (Janx-q), New Amsterdam Pharma (nams-q), National Healthcare (nhc-n), Summit Therapeutics (smmt-q), Oncology Institute (toi-q), Verona Pharma (vrna-q), Verastem (vstm-q) ?

Please deduct credits as you see fit.

Gratefully,

Jacques IDS

Q: Thoughts on TMDX after recent earnings and run up? Is it still worth holding onto if already owned or are there better opportunities elsewhere?

Thanks

Q: I am mostly content with my health care stocks with the exception of MDT. It has been essentially flat since about 2016 except for the dividend. It did peak around 2022 but has fallen down to previous levels.
What do you think of the longer term for MDT?
Would you make any other changes for slow but reliable growth and higher end of dividends.
As always, thank you for the great service.

Q: Hello Team 5i,

I realize the Healthcare sector is having a tough time at the moment, but may I have your assessment of Genmab A/S's fundamentals please?

Thank you!

Q: Any news on MDT today to cause a 3.7% jump? Thanks a lot.

Q: I hold HHL in my RRIF which is primarily focused on income. I am considering switching HHL to
HHLE. This would increase my income by approximately 30% on this money and allow me to keep the same list of healthcare stocks. Does this make sense; any downsides ; am I missing anything?

As an aside , I am at breakeven with HHL as the sector is under pressure from Trump and also United Healthcare has dampened the sector. But with Trump wanting lower drug prices , the companies will be going overseas to compensate for lower US revenue as witnessed by Eli Lilly raising international prices for Mounjaro.
Thanks .Derek

Q: Please provide your view on the latest quarterly report and outlook.
Thanks

Q: This stock is up 50% in less than a month and is at a 52 week high it also will be making about 270 million going forward this year. They get to keep 90% of that. My simple math has them at a P/E of 6.4 on a forward basis if they don’t overachieve. There drug is getting traction into the hospitals and with the doctors due to its drug profile.

Aurina has another drug in the pipeline going into phase two that looks good and I hope they go after rheumatoid arthritis. To me everything looks good here. This is my fun stock to stop me from becoming too bored and is finally becoming exciting.

What do you folks think is going on here regarding the big move in the stock price and where it could go. Looks like the existing drug revenue tops out an around 600 million annually.

Q: Hello
What is your view on Fulgent Genetics? Thanks for your advice.