Investment Q&A

• Theratechnologies Inc. (TH $4.47)
  • $4.47 Cap: $205M
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Q: Hello,

Could you provide your insight in to TH given their recent earnings and update?

Thanks

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Read Answer Asked by Brian on January 11, 2021

• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
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Q: Any specific reason or news for why GH has been rising steadily? Does 5i still like it long term?

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Read Answer Asked by Mike on January 11, 2021

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $574M
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Q: Hi folks, waited for tax loss season and bought full position in Knight for my TFSA . What significance, if any, does..."Signed a new exclusive distribution agreement with Gilead for the continued commercialization of AmBisome in Brazil, effective Jan. 1, 2021.", have for Knight. The potentials with Knight seem pretty good...even if they work at a snail's pace. Overall opinion on company into 2021. Thanks as always, jb Piedmont QC

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Read Answer Asked by John on January 11, 2021

• Health Care Select Sector SPDR (XLV $142.11)
  • $142.11 P/E (TTM): 23.15X Cap: $35.33B
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• Vanguard Health Care ETF (VHT $264.73)
  • $264.73 P/E (TTM): 23.36X Cap: $15.07B
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Q: Happy New Year 5i!
Please suggest a couple US HEALTH ETFs with a growth profile and list what you like about them (Not IHI or IBB).
Many thanks,

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Read Answer Asked by Kat on January 11, 2021

• Butterfly Network Inc Cl A (LGVW)
  • P/E (TTM): -3021.0X Cap: $1.19B
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Q: Good morning,

Could I please have your thoughts on the SPAC Longview Acquisition and its acquisition of Butterfly the handheld ultrasound co. with backing from the Gates foundation? I know you generally are not a fan of SPACS however with knowing the company being purchased does it change your view at all? Any concerns with the pending lawsuit?

Thanks as always for your guidance
Brian

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Read Answer Asked by Brian on January 08, 2021

• Mersana Therapeutics Inc. (MRSN $9.24)
  • $9.24 Cap: $47M
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Q: What are your thoughts on MRSN ? Why did it take a hit a few days back ? Thank you.

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Read Answer Asked by Paul on January 08, 2021

• MindWalk Holdings Corp Com (IPA $6.50)
  • $6.50 Cap: $300M
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• AbCellera Biologics Inc. (ABCL $5.53)
  • $5.53 Cap: $1.62B
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Q: Happy New Year
Is IPA-X comparable to ABCL-Q? Would you consider either for a TFSA>

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Read Answer Asked by Patricia on January 07, 2021

• Shinhan Financial Group Co Ltd American Depositary Shares (SHG $49.33)
  • $49.33 P/E (TTM): 8.46X Cap: $24.83B
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• Think Research Corporation (THNK $0.32)
  • $0.32 Cap: $24M
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Q: I am looking for an investment opportunity in a healthcare company along the lines of WELL, DOC but at an earlier stage of development (i.e. share price has not yet run). Looking at SHG and welcome any other suggestions.

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Read Answer Asked by John on January 07, 2021

• Vaxil Bio Ltd. (VXL $0.19)
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Q: Q: What are your thought on this company, its market advantage and would you recommend a small position for a long-term hold.

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Read Answer Asked by John on January 06, 2021

• Becton Dickinson and Company (BDX $186.56)
  • $186.56 P/E (TTM): 34.48X Cap: $53.47B
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Q: Which companies would you suggest to buy now that would be in the business of producing and selling medical supplies for the vaccination process?

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Read Answer Asked by serge on January 06, 2021

• Sernova Biotherapeutics Inc. (SVA $0.17)
  • $0.17 Cap: $55M
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Q: You have commented on Sernova in response to several questions since 2013. DoEs its movement since the first of December, 2020 indicate som form of “critical mass” has been achieved?

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Read Answer Asked by David on January 06, 2021

Q: Mountain Valley MD Holdings Inc.
Can I have your thoughts on the potential of this stock; thank you.

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Read Answer Asked by ANDY on January 06, 2021

• ACADIA Pharmaceuticals Inc. (ACAD $20.06)
  • $20.06 P/E (TTM): 15.51X Cap: $3.38B
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Q: PLEASE PROVIDE YOUR OPINION OF THIS COMPANY FOR A 3-5 YEAR HOLD

JOHN

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Read Answer Asked by JOHN on January 06, 2021

• AbCellera Biologics Inc. (ABCL $5.53)
  • $5.53 Cap: $1.62B
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Q: Happy new year!

ABCL looks to be settling down.....would you step in here? 1/2 or full position?

All the best in 2021 !!

Dave

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Read Answer Asked by David on January 05, 2021

• Vitalhub Corp. (VHI $10.87)
  • $10.87 P/E (TTM): 132.59X Cap: $609M
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• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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• CloudMD Software & Services Inc. (DOC $0.04)
  • $0.04 Cap: $10M
  • View DOC Profile
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• Think Research Corporation (THNK $0.32)
  • $0.32 Cap: $24M
  • View THNK Profile
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Q: Hi gang,

I currently own WELL, however I'm looking at at three others in the space, Vitalhub, cloudMD and Think Research.
Please give me an over view of the differentiation between these four.
Also your view, rank, on which of the four will be the best in 5 yrs.
Thx

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Read Answer Asked by Christopher on January 05, 2021

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
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• Think Research Corporation (THNK $0.32)
  • $0.32 Cap: $24M
  • View THNK Profile
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Q: what are the differences between the services provided by THNK and WELL ? if there are many similarities will THNK compete with WELL in the future acquisition of companies in the digital and non digital field ? thanks Richard

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Read Answer Asked by richard on January 04, 2021

• Think Research Corporation (THNK $0.32)
  • $0.32 Cap: $24M
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Q: Thoughts on this newly public company? Who are it’s competitors in the space? Does management have a good track record? Insider ownership?

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Read Answer Asked by Robert on January 04, 2021

• Think Research Corporation (THNK $0.32)
  • $0.32 Cap: $24M
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Q: What are your thoughts on Think Research IPO.
Is it a buy, Sell or Hold. What business are they doing.

Thanks for the great service

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Read Answer Asked by Hector on January 04, 2021

• Apollo Healthcare Corp. Class B Shares (AHC $4.50)
  • $4.50 P/E (TTM): 3.06X Cap: $327M
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Q: comments pls. attractiveness after covid 19, use of cash, dividend prospect, possible cannabus distributer

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Read Answer Asked by sid on January 04, 2021

• Endo International plc (ENDP)
  • Cap: $72M
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Q: Any particular reason for the recent resurgence in Endo? It hit a new 52 week high today. Would this make it easier or harder for a potential purchase of the Paladin unit by Knight?

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Read Answer Asked by Mike on January 04, 2021