Investment Q&A

Q: JNJ shares have been sliding down for weeks. Today the company lost its appeal to segregate its talc div for bankruptcy and JNJ Shares gapped down. The talc litigation was already priced in before the decision. The ruling itself was not a real surprise. What gives? Is it much of a risk to add to existing holdings? “Waiting for things to settle” does not always work out when negative factors depressing share values were already known before resolution of said negatives.

Q: Hello, if today you had to choose just one between Eli Lilly and Pfizer which one would it be and why? Thank you

Q: There is an article this morning regarding the number of hours that Canadian doctors have to spend on doing paperwork over the course of a day. Things like insurance and income assistance forms, medical reviews for drivers and disability tax credits, etc., said to be overwhelming. Apparently some some forms are being shortened, but hope is that more technology will be used in doctor's offices to further reduce the work.

Is this an area of healthcare that WELL is involved in, or could be?

Is WELL expanding its expertise in other areas in the future - i.e. "long runway for growth" ?

Q: Hi 5i, recently Aurinia's patent challenge has been resolved. The stock price has doubled and then some off the lows which is nice but not where it was before this challenge began. The big deal now is sales for the company. What do you think of the current sales and what kind of a buy out value could be put on this company. I realize this would be a guesstimate but your experience in such matters is much greater than mine!

Q: A recent article stated that there has been significant insider selling over the past three months and that shareholders have been diluted over the past year. On the other hand earnings are forecast to grow by 68% per year. Could you comment on these statements as well as the status of its balance sheet and strength of management. Thanks.

Q: Edgewise Therapeutics, Inc. (EWTX).

Do you see a reason to buy this stock or not?

Thank you.

Q: I have a less than 1% position in VEEV and am down about 20%. I have been watching MDT and am thinking of punting VEEV and putting 2-3% into MDT. MDT is way off highs due at least in part to surgery delays. Appreciate your thoughts on both.
Thanks, Greg

Q: Can you comment on the latest deal by this company and its prospects go forward? Would you consider it a buy, sell or hold? Thanks

Q: Would you think that Amazon's announcement yesterday about venturing back into the drug prescription business is affecting the performance of NBLY?

Q: Hi

I noticed that you are recommending Lily for US healthcare. Are you still high on Abbvie?

Carl

Q: PNT Point Bio. Peter; How long does the new prostrate trial take and,if successful would it better to own it or LNTH? Thanks
Rod

Q: your thoughts on the recent announcement and its impact - sell, buy or hold

Q: I bought IHI in early 2021 in the belief that there was a big backlog of surgeries during the pandemic. Do you know if that backlog still exists?
Thank you.

Q: your thoughts on Sanara MedTech
thanks again

Q: Peter; Could you updates your thoughts on BLUE ? Thanks
Rod

Q: I own both these stocks. I am even on Quis but have a loss on RHT. If you were to own one of these which would it be? I was thinking of selling the RHT and adding to my Quis position.

Q: On jan 17 you indicated the recent stock move was a bit "suspicious." Can you expand and explain what you mean by this. Thanks John

Q: Moving past the opioid settlement, is this name worth revisiting? I have not owned in years, debt appears better but still high. Is there a better play on pharmaceuticals for an aging population.

Q: What do you think the odds are of an equity raise in the near future?

Q: What is your take on this NARA
Thanks Gang