Investment Q&A

Q: What would be a couple of rationales for the sell off in WELL after the MyHealth deal closes ?

Q: Hi there - looking for some commentary on SAVA . I've read that they are presenting their findings sometime this month to an Alzheimers conference, and their trials are progressing extremely well. Hard to tell if this is a buy at ATH, or if the upside is already priced in.

Q: ATE ..your opinion on buying this at the current price ... thx

Q: AUP ... your assessment of current and future performance ...thx

Q: How do you feel about investing in NVTA right now? Do you agree that their annual compound growth in revenue from 2017 to 2020 at 42% will translate into a higher price in the next few years? What would concern you about NVTA.... balance sheet? Thanks!

Q: Please comment on the earning report. Big drop afterhours. Thanks a million.

Q: I do not have the knowledge to properly evaluate the potential success of most bio-pharma company product and its marketability. Nonetheless, some bio-pharmas seem financially viable. Can you comment on BPMC:us and SAGE:us or suggest superior options? THANK YOU

Q: I know that abbivie is one of your favourites. But, I have been worried that .ABBV does not have a diverse product offering and is heavily reliant on one drug - Humira . I have also read that there is a rotation out of healthcare. I was wondering what were your thoughts on this problem? Wondering also, whether because of the rotation out of healthcare, whether this might be a good time to sell?
thanks

Q: For asset allocation I follow AlphaBeta which suggest 6% for. Basic Materials I have 1.35%. Any suggestions for additions to this sector?
In Health Care it suggest 9% I have 6.44% mainly1.45 % in Well the rest must be from holdings in ETFs . Any suggestions.?

Q: Hello 5i,

What would be fair value and a good entry point for NBLY? Been looking at getting in since around $22. It has moved up while my attention has been diverted due to work. Seemed to not be super liquid and traded in weird quantities on small volume. Your initial comments on the IPO were to let it settle in. Is it there now?

Thanks for your help.

Dave

Q: Thoughts, comments, concerns, recommendations. I am concerned they only have 1 solid drug with relatively narrow application, all beit, important but sitting on considerable cash. Not sure what else may be in the trials pipeline.

Q: Favourite US health stock for TFSA long hold, other than ABBV? Thanks

Q: Your opinion please on recent IPO cell therapy company, Century Therapeutics and most especially any comments on their most interesting takeover of small private Canadian company Empirica which was purchased last June. I understand that the former Empirica (U of T & McMaster talent) takeover involved in innovative brain cell molecular identification was a big lever to go public .

Thanks for all your wisdom,
Dean

Q: What is your view about this company, just listed last month.
Thx

Q: Can I please get your thought on ABCL. I own it but with it consistantly drifting lower, I'm wondering if I should cut my losses and move on,

Thanks

Dave

Q: I am looking at this company for my TFSA ( which is 4% of my total cash/ registered portfolio and used for my more aggressive stocks).
Valuation seems fine , sector is good ( although there are some big boys in this field). Reports indicate that management is quite experienced and this is a major factor for me. Can you provide information on the specific management individuals ? What is your assessment of the company? Thanks . Derek

Q: Gritstone Bio (GRTS) is a small, early-stage biotech company to which Gilead Sciences has provided some funding under an agreement announced on Feb 1, 2021:

"Under the terms of the agreement, Gilead will make a $60 million payment at closing, consisting of a $30 million upfront cash payment and a $30 million equity investment at a premium. Gilead will be responsible for conducting a Phase 1 study for the HIV-specific therapeutic vaccine and holds an exclusive option under the collaboration to obtain an exclusive license to develop and commercialize the HIV-specific therapeutic vaccine beyond Phase 1. Gritstone is also eligible to receive up to an additional $725 million if the option is exercised and if certain clinical, regulatory and commercial milestones are achieved, as well as mid single-digit to low double-digit tiered royalties on net sales upon commercialization."

GRTS share price has established a baseline after falling steadily since the funding announcement. Presumably Gilead did some due diligence before investing its own money, but the stock price could go to zero if Gilead walks away. However, it could also soar if the trials are successful. Would you consider GRTS to be a worthwhile speculative buy? What has been your experience of investing in early-stage biotech companies that have drawn the attention of Big Pharma?

Q: What is your opinion of this stock given latest news
Thanks Mike B

Q: I'm looking for small caps to replace the nice win with PHO and want to increase my exposure to Healthcare. Do you have any thoughts on these names for exposure in this space? Thank you.

Q: Appointed Nathoo as SVP,Capital markets who was a executive @ GS in his previous job .Nice increase in price afterwards .Any reason for such a move. Please comment .Txs for u usual great services & views