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MYL Analysis & Videos »
MYL: Bull or Bear?
A 130 / 30 Global Pharma ETF Strategy
MYL
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+3.62%
in
5 days
<> Investors who are bullish on the generic drug industry may consider implementing a 130 / 30 global pharma investing strategy through equal-weight (5% each) short positions for the six brand drug companies outlined below with 30% of their assets while investing 130% of assets in long positions among generic drug makers. The list of brand drug companies with significant patent expiration exposure over the next 2-3 years includes Pfizer (NYSE: PFE ), GlaxoSmithKline (NYSE: GSK ), Takeda Pharma (OTC: TKPHY.PK ), Sanofi-Aventis ( SNY ), AstraZeneca ( AZN ), and Merck ( MRK ). >...
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New Stock Indexes to Track Trends in Healthcare Sector
MYL
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+3.44%
in
8 days
(closed on 11/04/09)
Coming Soon. . . a premium service offered in collaboration with Investars YOU for full access to a global database of over 1,000 stocks which are organized and managed within my 20 ProActive HavRx stock indexes . The expected pricing for premium access is $60 per year and will include full access to all of the component stocks in the indexes and tracking data for the indexes. <> Emerging Cancer Diagnostic / Therapeutic (Dx / Tx) Index The actively managed HavRx Emerging Cancer Dx / Tx Index constituents reflect a cross-section of emerging cancer companies with ><>><>><>><>><>><>><>><>><><>>><><><>>>><>><>><>><><><>>>< />< />><>><>< />< /><><>>>< />< />< />< /><><>>>< />< />><>><>< />< /><><>>>< />< />><>><>><>><>><>><>><>><>><>><>< />< /><><>>>< />< />< />< /><><>>>< />< />><>><>< />< /><><>>>< />< />< />< /><><>>>< />< />< />< /><><>>>< />< />< />< /><><>>>< />< />><>><><><>>>><>><>><>><>><>>...
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BioMed News Bytes: Arena (NASDAQ: ARNA), Momenta (NASDAQ:MNTA), Vivus (NASDAQ: VVUS)
MYL
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+2.94%
in
39 days
(closed on 10/27/09)
<> On 9/18/09, Arena Pharma (NASDAQ: ARNA) ($5.32, +9%) (heavy, above-average volume) announced lorcaserin met all primary endpoints and FDA benchmark with 63% of patients who complied with the protocol losing at least 5% of their weight. ARNA plans to file a NDA with the FDA in December. However, patients who took lorcaserin 10 mg twice daily achieved an average weight loss of 5.9% of their body weight, compared to 2.8% for placebo, causing shares of ARNA to initially decline on the news (with a recent turnaround and uptick) based on concerns for the commercial prospects of lorcaserin compar>...
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Mylan Laboratories Inc
MYL
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+44.38%
in
104 days
Mylan ( MYL | Chart | News | PowerRating ) - Dropped the most in the S&P 500 after rumors of lax quality control at the US's largest generic drug maker surfaced. Shares fell by 12.64% or $1.75 to $12.10/share.
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Big Pharma Goes Generic
MYL
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+19.51%
in
204 days
(closed on 09/18/09)
<> <> <> <> <> <> Sanofi-Aventis (SNY) is now the 11 th largest generic drug maker in the world following its successful acquisition of Czech generic drug company Zentiva. As $70B in brand drug patents are set to expire through 2012, big pharma companies are hedging their bets through generic drug divisions, including Pfizer (PFE) - Greenstone, Novartis (NVS) - Sandoz, and the recently announced Merck (MRK) BioVent>>>>>>...
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Caraco Pharma Awaits FDA Inspection in May
MYL
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+2.16%
in
20 hours
(closed on 02/26/09)
By Mike Havrilla on 2/25/09 I spoke with the investor relations representative for Caraco Pharma (CPD) earlier this week and received some clarity on the expected timeline for resolving the major overhang on the stock price related to the FDA warning letter over Form 483 concerns by the agency stemming from quality control issues raised during an inspection of manufacturing facilities last year. <> Caraco has responded in full to the warning letter and the FDA will evaluate the corrective actions taken by the Company at its next s>...
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A 130/30 Pharma Trade
MYL
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+4.51%
in
5 days
(closed on 02/25/09)
By Mike Havrilla on 2/20/09 ETF Innovators The tables at my website link below include 12 U.S. listed companies from the ETF Innovators Global Generic Drug Index along with seven brand drug companies, which are ranked in descending order based on their patent expiration exposure through the end of 2011 as a percentage of total trailing 12-month revenue. <> Investors who are bullish on the generic drug industry may consider implementing a 130/30 pharma trade by shorting any/all>...
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Healthcare Investing Trends in '09 and Beyond
MYL
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+5.62%
in
13 days
(closed on 02/20/09)
<> While the departure of Tom Daschle and concerns over rising unemployment and the global economic slowdown may hamper many of President Obama's plans for healthcare reform; there are several growth trends within the sector outlined below which are poised to benefit in 2009 and beyond. Follow any of the links below for more information on the new ETF Innovators indexes and exchange-traded fund ideas for the sector. Global Health IT : The top five rated companies include Swiss telemedicine firm Card Guard (CDGUF) – a pro< />< />< />< /><>>< />< />< />< /><>><>>< />< /><>>< />< />< />< /><>>>...
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Tender Offer for Taro Pharma Tarries Along
MYL
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+19.53%
in
58 days
(closed on 02/07/09)
<> India's largest generic drug company [ web link to analysis of this market ] by market cap, Sun Pharma (Bombay: 524715), and Israel-based Taro Pharma (TAROF) have one month to reach agreement on an outstanding tender offer of $7.75 per share by Sun Pharma to acquire its smaller rival or the Israel Supreme Court will decide on the case. In early 2007, Taro agreed to the deal as it was struggling to survive and Sun invested $60M as part of a private placement to resolve Taro's liquidity issues. However, in May >...
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Analysis of Generic Drug Companies from India
MYL
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+23.18%
in
16 days
(closed on 12/10/08)
<> The accompanying table includes the Top 25 rated companies with market caps over $50M U.S. Dollar which are included in the ETF Innovators [ETFI] Indian Generic Drug Index as a major component in the Global Generic Drug Index. The index also includes three companies based outside of India – Akorn (AKRX), Caraco Pharma (CPD), and Taro Pharma (TAROF). Akorn has a joint venture with Strides Arcolab (Akorn-Strides, LLC) which is focused on the hospital market for generic injectables, dominated by Hospira (HSP) and>...
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Teva Beats on Profits: A Biogeneric Boon in '09?
MYL
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-10.14%
in
18 days
(closed on 11/24/08)
<> <> Teva Pharma (TEVA) posted 3Q08 results this morning which beat consensus profit estimates by a penny at 72 cents per share on an adjusted basis with record sales coming in slightly below estimates at $2.84B versus $2.9B expected. Revenue increased by 20% while GAAP net income of $637M rose by 21% from the year-ago period. Results were driven by the proprietary multiple sclerosis drug Copaxone, which posted sales of $562M, representing a 28% increase from the year-ago period. Cash flow from operations more than dou>>...
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A Bullish Outlook for Generic Drugs After Election
MYL
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+1.44%
in
2 days
(closed on 11/06/08)
<> In addition to the favorable underlying trends I wrote about previously for the generic drug industry, both presidential candidates are bullish on the industry with the following excerpts taken directly from their websites: Senator Obama : Lower drug costs by allowing the importation of safe medicines from other developed countries, increasing the use of generic drugs in public programs and taking on drug companies that block cheaper generic medicines from the market. Senator McCain : R>...
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My 60 Defensive Growth Stock Picks at Inner8.com
MYL
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+46.74%
in
10 days
(closed on 11/04/08)
<> <> The accompanying table presents my 60 defensive growth stock picks at the recently launched online investing site Inner8.com , which I wrote about yesterday. My picks are focused on healthcare and consumer staples, along with some cash rich tech companies such as Microsoft (MSFT). My picks include companies across the entire spectrum of market cap and risk in the biotech industry, ranging from top performers such as Amgen (AMGN) and Celgene (CELG) to small and micro-cap picks such as Discovery Labs (DSCO), >>...
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Six Healthcare Stocks on Sale
MYL
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-1.29%
in
9 hours
(closed on 10/25/08)
<> Despite the notion of investing in the healthcare sector as a safe haven, the following six companies (APPY, CMED, CYPB, DSCO, MYL, PFE) are all down sharply over the past year despite solid underlying fundamentals, which are largely unaffected by global economic conditions. Diagnostics China Medical (CMED) is trading near its IPO levels of August 2005 despite excellent growth prospects and a PEG ratio of 0.3X, a forward PE of 8X, and a dividend yield of 1.8%. For some perspective on the velocity of the downturn in CMED, the stock>...
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Generic Drug Industry Outpaces Drug & Healthcare ETFs
MYL
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-18.69%
in
9 days
(closed on 10/24/08)
<> The accompanying table presents statistics and the top five rated companies in the ETFI Global Generic Drug Index, which includes a total of 44 companies. Over the past year, generic drug companies have outpaced both the Healthcare Sector SPDR (XLV) and existing drug ETFs such as PowerShares Dynamic Pharma (PJP), Pharma HOLDRs (PPH), iShares Dow Jones US Pharma (IHE), and the S&P Pharma SPDR (XPH). All of the top five rated generic drug companies and over two-thirds of the 44 companies in the index are b>...
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