skip to content
  1. Home
  2. >
  3. Investment Q&A
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: Cipher Pharma made a major acquisition today that they say will double their sales and profits. The new products acquired are also superior to the existing treatment, which has 71% of the USA market, so lots of room there for growth, plus they plan to get approval in Canada and make a deal for ex-North America sales. They also have their drug for toenail fungus, a big market, set to produce final results in about 6 months, with sales expected starting in 2026. This looks like a good growth stock to me, trading at a cheap valuation, given the profit from the new products, and I am wondering what your take is on the acquisition and the stock.
Read Answer Asked by Dan on July 30, 2024
Q: Hello 5i
Could have your assessment of this company?
I couldn’t find it in your database.
Thank you
Dave
Read Answer Asked by Dave on July 23, 2024
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.
Read Answer Asked by Robert on July 23, 2024
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!
Read Answer Asked by Lois on July 19, 2024
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
Read Answer Asked by David on July 19, 2024
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.
Read Answer Asked by Andrew on July 18, 2024
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).
Read Answer Asked by Brian on July 16, 2024
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
Read Answer Asked by Tom on July 16, 2024
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
Read Answer Asked by David on July 16, 2024
Looking for more? Sign up for a FREE 14 day trial! No credit card required

We invite you to sign up for a 14 day free trial of 5i Research!
Experience all the benefits and tools we have to offer; stock research, model portfolios, Q&A with our experts, and so much more. Join a community of like-minded investors today!