Investment Q&A

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.46B
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Q: Hi Guys
According to an update i received from Simply Wall St.
12 analysts covering this stock no longer expect the company to break even in the near future.
* They were expected to make a profit of 5.23 million in 2023.
* New consensus forecast suggests the company will make a Loss of 8.75 million in 2023
This doesn't sound very encouraging. What are your views?
Thanks Gord

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Read Answer Asked by Gordon on August 15, 2022

• Knight Therapeutics Inc. (GUD $5.77)
  • $5.77 Cap: $586M
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Q: Please delve into the various components of Knight's quarterly results published this morning including sales, eps, cash position, ebitda, etc.
They still need a big deal to propel them but did this quarter signal an emergence from the previously perpetual doldrums?
Thank you.

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Read Answer Asked by Steven on August 15, 2022

• Sanofi (SNY $48.09)
  • $48.09 P/E (TTM): 18.82X Cap: $119.87B
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Q: Based on your last comments on June 24th about Sanofi could you please help me understand what's behind the recent drop with the stock recently and is this a good time to buy. Is it now at a "bargain" price what are the financial ratios you like and don't like about this stock? How do you feel about their pipeline of drugs?

Your last comment was SNY: Sanofi is a bit different than the others, being a $130 billion pharma company. The valuation fundamentals look fine, growth expectations are mid-to-low single digits on the top line and it pays a decent dividend. For an 'anchor' type of position, we would not take much issue with a name like this.

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Read Answer Asked by James on August 11, 2022

• Savaria Corporation (SIS $21.34)
  • $21.34 P/E (TTM): 28.19X Cap: $1.54B
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• goeasy Ltd. (GSY $158.29)
  • $158.29 P/E (TTM): 9.74X Cap: $2.57B
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Q: Please comment on earnings.

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Read Answer Asked by Debbie on August 11, 2022

• AT&T Inc. (T $25.87)
  • $25.87 P/E (TTM): 14.91X Cap: $186.62B
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• AbCellera Biologics Inc. (ABCL $5.53)
  • $5.53 Cap: $1.74B
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Q: Hello Peter,
The results were not that impressive yet the stock is surging alot.. How does one read into the results as i would not have thought the behavior to be upwards.. Any thoughts please.

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Read Answer Asked by umedali on August 10, 2022

• Invitae Corporation (NVTA)
  • Cap: $5M
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Q: What is your take on their quarterly report and prospects going forward. What are your thoughts on the motivation for the bump today? I imagine it could be a combination of things!

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Read Answer Asked by Robert on August 10, 2022

• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
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• AbCellera Biologics Inc. (ABCL $5.53)
  • $5.53 Cap: $1.74B
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Q: What are your updated thoughts on these two companies as long-term investments?

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Read Answer Asked by Brendan on August 10, 2022

• BluEnergies Ltd. (BLU)
  • Cap: $86M
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Q: There has not been a question regarding this company since early 2021. At that time it was trading around $5 and it was suggested the results would be binary. Now it is $15, could you provide an update on this company regarding its progress and growth in revenue/profitability. Thank you. John

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Read Answer Asked by John on August 09, 2022

• Twist Bioscience Corporation (TWST $31.19)
  • $31.19 Cap: $1.88B
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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 $43.54)
  • $43.54 P/E (TTM): 26.14X Cap: $88.37B
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• Haleon plc American Depositary Shares (Each representing two) (HLN $9.00)
  • $9.00 P/E (TTM): 21.3X Cap: $40.88B
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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 $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.52B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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• Pfizer Inc. (PFE $24.78)
  • $24.78 P/E (TTM): 13.66X Cap: $143.50B
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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 $14.32)
  • $14.32 Cap: $5.10B
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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 $56.93)
  • $56.93 P/E (TTM): 16.76X 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 $26.83)
  • $26.83 Cap: $10.43B
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• BioNTech SE (BNTX $102.06)
  • $102.06 Cap: $25.07B
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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 $26.83)
  • $26.83 Cap: $10.43B
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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 $230.50)
  • $230.50 P/E (TTM): 110.64X Cap: $407.52B
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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 $353.24)
  • $353.24 P/E (TTM): 15.37X Cap: $80.64B
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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 $8.51)
  • $8.51 P/E (TTM): 25.36X Cap: $3.29B
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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 $280.22)
  • $280.22 P/E (TTM): 22.82X Cap: $34.95B
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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 $300.73)
  • $300.73 P/E (TTM): 16.85X Cap: $81.71B
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• Eli Lilly and Company (LLY $833.49)
  • $833.49 P/E (TTM): 55.28X Cap: $809.55B
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• Thermo Fisher Scientific Inc (TMO $524.80)
  • $524.80 P/E (TTM): 31.01X Cap: $201.90B
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• Zoetis Inc. Class A (ZTS $141.11)
  • $141.11 P/E (TTM): 24.7X Cap: $63.54B
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• DexCom Inc. (DXCM $65.12)
  • $65.12 P/E (TTM): 47.4X Cap: $25.53B
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• Lantheus Holdings Inc. (LNTH $53.54)
  • $53.54 P/E (TTM): 14.28X Cap: $3.56B
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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