Investment Q&A

• Twist Bioscience Corporation (TWST $28.59)
  • $28.59 Cap: $1.72B
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Q: Comments on TWST results please, particularly concerning their path to profitability and the effect on production of their "factory of the future" when completed.

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Read Answer Asked by Larry on August 08, 2022

• GSK plc American Depositary Shares (Each representing two) (GSK $40.19)
  • $40.19 P/E (TTM): 24.07X Cap: $81.61B
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• Haleon plc American Depositary Shares (Each representing two) (HLN $9.82)
  • $9.82 P/E (TTM): 22.86X Cap: $44.05B
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Q: Hello, I still have some GSK shares but some are now HLN. How does a demerger affect the HLN shares and what are your thoughts about HLN? Thank you.

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Read Answer Asked by Brenda on August 08, 2022

• AbbVie Inc. (ABBV $210.60)
  • $210.60 P/E (TTM): 89.53X Cap: $372.03B
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• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
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• Pfizer Inc. (PFE $25.88)
  • $25.88 P/E (TTM): 18.65X Cap: $147.14B
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Q: Can you comment on the earnings and whether this pullback is a buying opportunity? My concern is that the stock has a premium valuation - would you have other suggestions you prefer in the health care space (pharma or otherwise)? Thanks

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Read Answer Asked by Michael on August 08, 2022

• Bausch + Lomb Corporation (BLCO $14.94)
  • $14.94 Cap: $5.28B
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Q: Can I please have your opinion on Bausch and Lomb (BLCO). The company was recently created from its heavily indebted parent company Bausch Health. To what extent is it insulated from the parent's issues and do you recommend it for growth at a reasonable price.

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Read Answer Asked by John on August 08, 2022

• Novo Nordisk A/S (NVO $56.98)
  • $56.98 P/E (TTM): 15.74X Cap: $363.68B
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Q: Novo Nordisk (NVO) upgraded its financial outlook during its recent earnings call, but shares tumbled as a result of delays in production of its anti-obesity drug. What are your thoughts on NVO and would now be a good entry point?

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Read Answer Asked by ROB on August 08, 2022

• Moderna Inc. (MRNA $27.12)
  • $27.12 Cap: $10.55B
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• BioNTech SE (BNTX $110.88)
  • $110.88 Cap: $26.60B
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Q: Does BNTX have the same upside as Moderna. Would you buy either one at theses levels and if so which one? Thanks for your analysis.

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Read Answer Asked by Ian on August 08, 2022

• Moderna Inc. (MRNA $27.12)
  • $27.12 Cap: $10.55B
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Q: Hello, a few months ago I invested in MRNA and it has had a nice run up since. But why? Do you consider it to have a good future? It seems to me that the future for fighting various viruses is sadly quite promising. Is MRNA a right dog for the fight?

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Read Answer Asked by alex on August 05, 2022

• AbbVie Inc. (ABBV $210.60)
  • $210.60 P/E (TTM): 89.53X Cap: $372.03B
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Q: Your opinion please on the long term outlook for ABBV in light of the company setting aside $2 bln to settle U.S. opioid issue. Is now a buying opportunity or a deeper concern going forward ?

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Read Answer Asked by James on August 02, 2022

• Elevance Health Inc. (ELV $316.55)
  • $316.55 P/E (TTM): 13.14X Cap: $71.28B
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Q: Morning Team,
Please comment on the significant pull back 2/3 weeks in share price of ELV (formerly Anthem Inc). Also how do you see this company as a 2-3 years hold going forward.
Cheers,
H

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Read Answer Asked by Harry on August 02, 2022

• Bausch Health Companies Inc. (BHC $10.38)
  • $10.38 P/E (TTM): 30.0X Cap: $3.83B
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Q: Any idea why the stock is down by 50% today?

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Read Answer Asked by James on July 28, 2022

• Humana Inc. (HUM $299.51)
  • $299.51 P/E (TTM): 22.55X Cap: $36.02B
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Q: Thoughts on earnings and outlook ? Would you enter here ? Thank you.

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Read Answer Asked by Paul on July 28, 2022

• The Cigna Group (CI $304.35)
  • $304.35 P/E (TTM): 16.54X Cap: $81.23B
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• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
  • View LLY Profile
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• Thermo Fisher Scientific Inc (TMO $499.99)
  • $499.99 P/E (TTM): 27.98X Cap: $188.80B
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• Zoetis Inc. Class A (ZTS $156.62)
  • $156.62 P/E (TTM): 27.94X Cap: $69.41B
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• DexCom Inc. (DXCM $82.26)
  • $82.26 P/E (TTM): 56.38X Cap: $32.25B
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• Lantheus Holdings Inc. (LNTH $58.21)
  • $58.21 P/E (TTM): 16.85X Cap: $3.95B
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Q: Would appreciate your guidance on building a healthcare portfolio with these names and any other suggestions divided into 2 categories [1] core [to constitute the bulk of the portfolio] and [2] growth, for a 3+ year hold. If you could add a few thoughts on each as to why you like or not, that would be most helpful.
Best wishes

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Read Answer Asked by sam on July 27, 2022

• Illumina Inc. (ILMN $101.80)
  • $101.80 P/E (TTM): 12.76X Cap: $15.64B
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• Intuitive Surgical Inc. (ISRG $476.16)
  • $476.16 P/E (TTM): 65.44X Cap: $170.69B
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• AbbVie Inc. (ABBV $210.60)
  • $210.60 P/E (TTM): 89.53X Cap: $372.03B
  • View ABBV Profile
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• Bristol-Myers Squibb Company (BMY $47.92)
  • $47.92 P/E (TTM): 19.45X Cap: $97.53B
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• Eli Lilly and Company (LLY $711.68)
  • $711.68 P/E (TTM): 57.76X Cap: $673.57B
  • View LLY Profile
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• Merck & Company Inc. (MRK $87.37)
  • $87.37 P/E (TTM): 12.54X Cap: $218.23B
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• Pfizer Inc. (PFE $25.88)
  • $25.88 P/E (TTM): 18.65X Cap: $147.14B
  • View PFE Profile
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Q: Hi,

Can you please list your 5 best health care stocks (USD or CDN) for a 3-5 year hold. In order of preference. Thanks

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Read Answer Asked by Marco on July 27, 2022

• Viatris Inc. (VTRS $10.65)
  • $10.65 Cap: $12.41B
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Q: your opinion on this Co. please. Thank you , Fooklin

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Read Answer Asked by Fooklin on July 25, 2022

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
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Q: Positive market on Amzn acquiring 1 Medical for $3.9m.Does this make WELL a potential take over candidate. & indicates that it is on the right path? Txs for u usual great services & views

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Read Answer Asked by Peter on July 22, 2022

• Trulieve Cannabis Corp (TRUL $11.03)
  • $11.03 Cap: $2.10B
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• AdvisorShares Pure US Cannabis ETF (MSOS $5.00)
  • $5.00 P/E (TTM): 12.38X Cap: $808M
  • View MSOS Profile
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Q: Hi there, seeing some good movement in the cannabis space. Do you believe the sector to be cheap. How do you like the growth prospects(i.e. U.S.) I am looking at both TRUL & MSOS as ways to play. Your feedback is appreciated. thx Chris

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Read Answer Asked by Chris on July 22, 2022

• Salona Global Medical Device Corporation (SGMD)
  • Cap: $17M
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Q: Can I please get your thoughts on the recently released Q1 2022 financial results.

Thanks,
Scott

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Read Answer Asked by Scott on July 21, 2022

Q: Hello Team,
\Bionano Genomics, Inc. (BNGO).

Would you happen to know anything about this company?

It trades in the excited states with good daily volume!

A good candidate for trading.

Thanks

Stephen

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Read Answer Asked by Stephen on July 21, 2022

• WELL Health Technologies Corp. (WELL $4.92)
  • $4.92 Cap: $1.24B
  • View WELL Profile
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Q: Could you comment on today's news release. There seems to be strong growth in patient visits and practitioners but is this at the expense of growing revenues and ultimately profits?

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Read Answer Asked by Harry on July 21, 2022

• Savaria Corporation (SIS $21.15)
  • $21.15 P/E (TTM): 27.04X Cap: $1.51B
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Q: What is wrong with this stock? It keeps going down regardless of market direction. Hits 52 weeks low today. Is it time to bail out of this?
Thank you

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Read Answer Asked by satish on July 13, 2022