Investment Q&A

Q: Hi 5i Team,
Your comment on Bellus Health’s earning and it’s future outlook please.

Thank you for your professional service and advice as always.

Q: Does GUD's precipitous drop in share price indicate that the market believes the acquisition of Biotoscana was not a good investment? How solid is Biotoscana? Are some of their products fit for the US/CDN markets? South American market? Your opinion is always appreciated. Thanks. Gaston

Q: I know you have liked this stock in the past. It has been relatively flat over the last year (bouncing up and down) How do you feel about it now and going forward? Is there a better risk/reward trade off in the space?

Thanks!

Q: Can you comment about this US drug Co. developing immuno-medicines for Cancer.

Q: Hi 5i team,

Back to AMRN. I thought they hit a home run yesterday with a unanimous (16 to 0) vote of the Advisory Committee to approve an expanded label use of Vascepa for treating various heart-related conditions, which should give them access to a much larger patient population base. However, the market is not so sure as the response is very muted at least so far today, and that may change. I took a small position to manage risk as I expected a big move one way or the other. I recognize this still has to go to the full FDA in a few weeks, but I understand that the FDA seldom overturns a strong endorsement of the AdCom. Am I missing something here in the muted market response?

Thanks again.
Dave

Q: Hi there, it looks like the market likes the results out of Savaria this morning. It's been stuck in a range for quick sometime. Is this the start of a breakout? Would you be comfortable increasing this to a full position from half at this point? Thank you!

Q: Please comment on Q.Txs for u usual great services & views

Q: I have a half position in GUD. Would this be a good time to top up to a full position?

Q: FDA apparently has positive views on AMARIN's new drug Vascepa so approval for broad use seems likely; hence the recent pop. How much more upside does the stock have in the medium term.
Thanks for your insight.
Ian

Q: Please comment on Q today.Thanks for u usual great services & views

Q: Hi 5i team,

This is a further question on healthcare and their binary outcomes on drug trials and approvals. I did buy MDT by the way based on its growth prospects and little or no dependence on drug approvals. This question is on AMRN and more generally the FDA approval process. AMRN has an upcoming date with the FDA on November 14th. From a business site, I quote “The Adcom review of the sNDA for Vascepa on its cardioprotective benefit is scheduled for November 14, 2019 with PDUFA planned for December 28, 2019”. What does that mean and how does one go about handicapping the odds of FDA approval or not? If this is largely a coin flip, then I will pass. If it is a progression towards likely approval, I may take a small position. I also understand that AMRN will be subject to a trading halt on Thursday while the review process is underway.

Thanks again for your insight into AMRN and the FDA approval process.
Dave

P.S. I notice that NXTC is down over 50% in the pre-market, a stock you mentioned in the FP for its crazy run last week. I thought tech stocks were volatile. They trade like utilities compared to drug stocks!

Q: Can I get your opinion on Medical Facilities ? The stock price has been crushed ....any chance of a rebound in 2020?

Q: I'm trimming my portfolio, and plan to get out either CRH or COV. What would you recommend?

Q: It looks like this company should be quite profitable after taking all the one time impairment charges in this latest quarter. What do you think of it moving forward as a value play.

Q: Do you think that Guardant's Q3 results and increased guidance will give the stock price a lift? Is Softbank still unloading shares or are they now past this?
What do you think about their results. Your thoughts please.
Thanks

Q: So, results released and not pretty. I took a small position in this April 2018 (1.75% of Non-Reg Acc) and have been watching slow decline ever since. With today's bad news stock is down to new 52-week low. Question is, should I hold on, bail, or "double-down"? The Board seems to taking corrective action; the dividend has been cut and is now quarterly. I can afford to wait in the area of 5 years. But, I'm not getting as paid as much to wait today as I was yesterday. Thoughts?
Thank you, as always. Michael

Q: Which biopharma company is the “Best of Breed” to hold for at least 10 years. I am focused on total return over the holding period rather than dividend yield. Also please provide your views on Biogen, Amgen and Celgene. Thanks,

Q: I am considering adding to my healthcare with Stryker.
Do you like the stock and with the recent price drop is this a good time to buy it? Does this deal make it more risky?

Q: Thoughts on VMD's quarterly results??

Q: Can I have your thoughts on the reason for the significant drop in the Stryker stock today. Was it the acquisition of Wright Medical or are there other reasons? Do you like this security going forward? Thank You.