Investment Q&A

• MindWalk Holdings Corp Com (IPA $6.50)
  • $6.50 Cap: $300M
  • View IPA Profile
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Q: Good evening team,
I currently hold IPA. What do you make of the trading today? It's not too often I see companies trade 6 times their float. In your experience, what does this sort of trading suggest to you?

All the best

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Read Answer Asked by Seamus on July 23, 2021

• Teva Pharmaceutical Industries Limited American Depositary Shares (TEVA $20.03)
  • $20.03 Cap: $22.97B
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Q: Can you offer any insight into the drop in TEVA recently? Would you continue to hold it, or drop it? Thanks.

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Read Answer Asked by Ann on July 21, 2021

• Moderna Inc. (MRNA $26.83)
  • $26.83 Cap: $10.43B
  • View MRNA Profile
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Q: I am up over 100% with Moderna. I had originally purchased it for a shorter-term hold, about 6 months to 1 year, but with huge populations still to vaccinate, I'm thinking I should continue to hold. But, now, After moving from 240 to 340 in a few days, I wonder if it is too inflated. Is this hype because of the Delta variant, or is there real value in the stock at this price?

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Read Answer Asked by Kim on July 21, 2021

• Moderna Inc. (MRNA $26.83)
  • $26.83 Cap: $10.43B
  • View MRNA Profile
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• BioNTech SE (BNTX $102.06)
  • $102.06 Cap: $24.49B
  • View BNTX Profile
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Q: What do you think of
Buying biontech or moderna? Is it to late?

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Read Answer Asked by Diane on July 21, 2021

• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
  • View ISRG Profile
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• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
  • View ABBV Profile
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• iShares Biotechnology ETF (IBB $149.95)
  • $149.95 P/E (TTM): 18.7X Cap: $6.16B
  • View IBB Profile
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• SPDR Biotech ETF (XBI $104.99)
  • $104.99 P/E (TTM): 15.46X Cap: $6.23B
  • View XBI Profile
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• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
  • View GH Profile
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• ARK Genomic Revolution ETF (ARKG $30.35)
  • $30.35 P/E (TTM): 22.05X Cap: $1.03B
  • View ARKG Profile
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Q: Is this the season for owning Biotech stocks , if so, which ones do you favour ? ...
Am I just better off owning stocks, ETFs , or the spider .
I have never done well in that subsection, so I am hesitant .

Thank you

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Read Answer Asked by Thomas on July 21, 2021

• iShares U.S. Medical Devices ETF (IHI $58.83)
  • $58.83 P/E (TTM): 28.17X Cap: $4.07B
  • View IHI Profile
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Q: What on earth is happening to IHI today? For a supposedly safe ETF, the price has fallen through the floor. Has there been a share split I don't know about?

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Read Answer Asked by Maureen on July 20, 2021

• Amyris Inc. (AMRS)
  • Cap: $23M
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• Codexis Inc. (CDXS $2.59)
  • $2.59 Cap: $238M
  • View CDXS Profile
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• Twist Bioscience Corporation (TWST $31.19)
  • $31.19 Cap: $1.88B
  • View TWST Profile
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• Zymergen Inc. (ZY)
  • Cap: $252M
  • View ZY Profile
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• Soaring Eagle Acquisition Corp. (SRNG $11.42)
  • $11.42 Cap: $23.96B
  • View SRNG Profile
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Q: Barron’s article recommended investing into stocks related to synthetic biology(e.g. genetic programming to make designer yeast that synthesize commercially important compounds). ZY, AMRS, SNRG were mentioned. I am interested in seeing your top choices in this space.

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Read Answer Asked by John on July 20, 2021

• Aurinia Pharmaceuticals Inc. (AUP $16.76)
  • $16.76 P/E (TTM): 27.02X Cap: $2.26B
  • View AUP Profile
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Q: AUP will no longer trade on the TSX come July 30th. I have shares in my TFSA how will this affect me? Also does this move by the company have any meaning. Thanks for your help.

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Read Answer Asked by Mark on July 20, 2021

• WELL Health Technologies Corp. (WELL $5.19)
  • $5.19 Cap: $1.31B
  • View WELL Profile
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  • View Reports on WELL

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

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Read Answer Asked by Clarence on July 16, 2021

• Cassava Sciences Inc. (SAVA $3.74)
  • $3.74 Cap: $192M
  • View SAVA Profile
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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.

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Read Answer Asked by Andrew on July 15, 2021

• Antibe Therapeutics Inc. (ATE $0.30)
  • $0.30 Cap: $15M
  • View ATE Profile
  • View Questions on ATE

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

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Read Answer Asked by Bob on July 15, 2021

• Aurinia Pharmaceuticals Inc. (AUP $16.76)
  • $16.76 P/E (TTM): 27.02X Cap: $2.26B
  • View AUP Profile
  • View Questions on AUP

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

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Read Answer Asked by Bob on July 15, 2021

• Invitae Corporation (NVTA)
  • Cap: $5M
  • View NVTA Profile
  • View Questions on NVTA

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!

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Read Answer Asked by Robert on July 14, 2021

• Simulations Plus Inc. (SLP $14.76)
  • $14.76 Cap: $297M
  • View SLP Profile
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Q: Please comment on the earning report. Big drop afterhours. Thanks a million.

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Read Answer Asked by Lai Kuen on July 14, 2021

• Blueprint Medicines Corporation (BPMC)
  • Cap: $8.36B
  • View BPMC Profile
  • View Questions on BPMC

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

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Read Answer Asked by David on July 13, 2021

• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
  • View ABBV Profile
  • View Questions on ABBV

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

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Read Answer Asked by joseph on July 13, 2021

• Biogen Inc. (BIIB $146.57)
  • $146.57 P/E (TTM): 14.32X Cap: $21.48B
  • View BIIB Profile
  • View Questions on BIIB
• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $230.50)
  • $230.50 P/E (TTM): 110.38X Cap: $407.19B
  • View ABBV Profile
  • View Questions on ABBV
• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
  • View SYK Profile
  • View Questions on SYK
• Profound Medical Corp. (PRN $8.00)
  • $8.00 Cap: $240M
  • View PRN Profile
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• iShares Biotechnology ETF (IBB $149.95)
  • $149.95 P/E (TTM): 18.7X Cap: $6.16B
  • View IBB Profile
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• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
  • View GH Profile
  • View Questions on GH
• Invesco DB Commodity Index Tracking Fund (DBC $22.07)
  • $22.07 P/E (TTM): 4.15X Cap: $1.26B
  • View DBC Profile
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• Invesco DWA Industrials Momentum ETF (PRN $171.63)
  • $171.63 P/E (TTM): 36.87X Cap: $375M
  • View PRN Profile
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• AbCellera Biologics Inc. (ABCL $5.53)
  • $5.53 Cap: $1.62B
  • View ABCL Profile
  • View Questions on ABCL

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.?

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Read Answer Asked by Roy on July 13, 2021

• Neighbourly Pharmacy Inc. (NBLY $18.60)
  • $18.60 Cap: $833M
  • View NBLY Profile
  • View Questions on NBLY

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

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Read Answer Asked by Dave on July 09, 2021

• Vertex Pharmaceuticals Incorporated (VRTX $407.79)
  • $407.79 P/E (TTM): 29.4X Cap: $104.55B
  • View VRTX Profile
  • View Questions on VRTX

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.

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Read Answer Asked by Steven on July 09, 2021

• Biogen Inc. (BIIB $146.57)
  • $146.57 P/E (TTM): 14.32X Cap: $21.48B
  • View BIIB Profile
  • View Questions on BIIB
• Intuitive Surgical Inc. (ISRG $429.59)
  • $429.59 P/E (TTM): 61.81X Cap: $153.99B
  • View ISRG Profile
  • View Questions on ISRG
• Stryker Corporation (SYK $364.60)
  • $364.60 P/E (TTM): 49.03X Cap: $139.38B
  • View SYK Profile
  • View Questions on SYK
• Guardant Health Inc. (GH $64.22)
  • $64.22 Cap: $8B
  • View GH Profile
  • View Questions on GH

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

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Read Answer Asked by Terry on July 09, 2021