Investment Q&A

• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.44X Cap: $207.81B
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• AbbVie Inc. (ABBV $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
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• iShares Biotechnology ETF (IBB $172.39)
  • $172.39 P/E (TTM): 21.3X Cap: $8.43B
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• State Street SPDR S&P Biotech ETF (XBI $124.50)
  • $124.50 P/E (TTM): 18.21X Cap: $8.02B
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• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
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• ARK Genomic Revolution ETF (ARKG $30.55)
  • $30.55 P/E (TTM): 41.03X Cap: $1.30B
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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 $63.94)
  • $63.94 P/E (TTM): 30.27X Cap: $4.15B
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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 $1.64)
  • $1.64 Cap: $153M
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• Twist Bioscience Corporation (TWST $35.32)
  • $35.32 Cap: $2.16B
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• Zymergen Inc. (ZY)
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• Soaring Eagle Acquisition Corp. (SRNG $11.42)
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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): 27.05X
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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 $4.23)
  • $4.23 Cap: $1.07B
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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 $2.10)
  • $2.10 Cap: $105M
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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)
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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): 27.05X
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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
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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 $19.60)
  • $19.60 Cap: $394M
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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
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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 $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
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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 $187.62)
  • $187.62 P/E (TTM): 17.12X Cap: $27.52B
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• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.44X Cap: $207.81B
  • View ISRG Profile
  • View Questions on ISRG
• AbbVie Inc. (ABBV $220.08)
  • $220.08 P/E (TTM): 168.0X Cap: $388.96B
  • View ABBV Profile
  • View Questions on ABBV
• Stryker Corporation (SYK $367.54)
  • $367.54 P/E (TTM): 48.3X Cap: $140.55B
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• Profound Medical Corp. (PRN $11.71)
  • $11.71 Cap: $351M
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• iShares Biotechnology ETF (IBB $172.39)
  • $172.39 P/E (TTM): 21.3X Cap: $8.43B
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• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
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• Invesco DB Commodity Index Tracking Fund (DBC $22.90)
  • $22.90 P/E (TTM): 4.15X Cap: $1.25B
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• Invesco DWA Industrials Momentum ETF (PRN $185.11)
  • $185.11 P/E (TTM): 36.21X Cap: $320M
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• AbCellera Biologics Inc. (ABCL $4.37)
  • $4.37 Cap: $1.28B
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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)
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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 $463.86)
  • $463.86 P/E (TTM): 32.44X Cap: $117.69B
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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 $187.62)
  • $187.62 P/E (TTM): 17.12X Cap: $27.52B
  • View BIIB Profile
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• Intuitive Surgical Inc. (ISRG $586.24)
  • $586.24 P/E (TTM): 77.44X Cap: $207.81B
  • View ISRG Profile
  • View Questions on ISRG
• Stryker Corporation (SYK $367.54)
  • $367.54 P/E (TTM): 48.3X Cap: $140.55B
  • View SYK Profile
  • View Questions on SYK
• Guardant Health Inc. (GH $110.17)
  • $110.17 Cap: $13.88B
  • View GH Profile
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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

• Century Therapeutics Inc. (IPSC $1.94)
  • $1.94 Cap: $86M
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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

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Read Answer Asked by Dean on July 09, 2021

• Kovo+ Holdings Inc. (KOVO $0.03)
  • $0.03 Cap: $5M
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Q: What is your view about this company, just listed last month.
Thx

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Read Answer Asked by Jigneshbhai on July 08, 2021

• AbCellera Biologics Inc. (ABCL $4.37)
  • $4.37 Cap: $1.28B
  • View ABCL Profile
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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

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Read Answer Asked by David on July 08, 2021

• Salona Global Medical Device Corporation (SGMD)
  • Cap: $17M
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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

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Read Answer Asked by Derek on July 07, 2021