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PPH Analysis & Videos »
PPH: Bull or Bear?
Big Pharma Goes Generic
PPH
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-4.77%
in
120 days
(closed on 06/26/09)
<> <> <> <> <> <> 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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New Website for Healthcare Investors and Traders
PPH
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-4.33%
in
16 days
(closed on 02/26/09)
<> A new website for healthcare investors and traders should be ready to launch by the end of February, which is designed to provide users with more features beyond my current blog format. The site will feature its own blog, discussion forum, news feeds, videos, stock commentaries (including multiple contributors), and other unique content – including my FDA and Clinical Trial Calendars plus a database that includes hundreds of foreign and U.S.-listed stocks in the healthcare sector which are organized into unique indexes, including: 1.>...
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New Website for Healthcare Investors and Traders
PPH
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-2.96%
in
4 days
(closed on 02/10/09)
<> Stay tuned for more details and web links for a new website for healthcare investors and traders, which is designed to provide users with more features beyond my current blog format. The new site will feature its own blog, discussion forum, news feeds, videos, stock commentaries (including multiple contributors), and other unique content – including my FDA and Clinical Trial Calendars plus a database that includes hundreds of U.S.-listed stocks in the healthcare sector which are organized into unique indexes such as the Emerging Stem Cell Ind< />< /><>><>><>>< />< /><>>< />< /><>><>>< />< /><>><>>< />< />< />< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>>< /><>><>>>...
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One Year Analysis of Healthcare ETFs
PPH
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+3.51%
in
15 days
(closed on 02/06/09)
<> The table at my website link below includes a summary and statistics for the 25 healthcare exchange-traded funds (ETFs) which are currently on the market. The group posted a 23.5% loss over the past year on an equal-weight basis with an average of about $400M in net assets. However, the top eight ETFs by net assets account for 88.5% of all net assets for the entire group of 25, including Healthcare Sector SPDR (XLV), Pharma HOLDRs (PPH), iShares Nasdaq Biotech (IBB), Biotech HOLDRs (BBH), iShares Dow Jones U.S. Healthcare (IYH), iShares S&P Global Healthcare (IXJ), Vanguard Healthcare (VHT>...
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Beyond Active ETFs: Build Your Own
PPH
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-2.21%
in
4 days
(closed on 01/22/09)
<> Index Universe reported last week that Grail Partners has requested SEC approval to launch two new exchange-traded funds (ETFs) which are actively managed and do not track an underlying index. The Grail American Beacon Large Cap Value ETF and the Grail American Beacon International Equity ETF would not have any restrictions on trading, but Grail expects to provide more details on target turnover rates for the funds once the managers and investment strategy is in place. As an alternative investing strategy, why not create your ow>...
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ETF Innovators: 24 New Product Ideas
PPH
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+0.00%
in
23 hours
(closed on 01/18/09)
ETF Innovators: 24 New Product Ideas Below are 24 new exchange-traded product (ETP) ideas, which are organized by the following sectors and themes: transports (six), healthcare (11), Non-Healthcare (five), and commodities (two). The 20 stock-based ETF ideas below are structured as semi-active indexes with monthly rebalancing to choose the top rated stocks as active components on an equal-weight basis. <> Most of the ideas represent first-to-market ideas and several such as Air and>...
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Healthcare ETFs Outpace the Market
PPH
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+0.86%
in
76 days
(closed on 01/17/09)
<> The accompanying table presents an analysis and statistics for the 28 healthcare ETFs listed at the Yahoo! Finance ETF Center. As a group, the healthcare ETFs outpaced the overall market in the past year by more than 10%, posting an average loss of 26.5% compared to a loss of 37.4% for the S&P 500 SPDR ETF (SPY). The best performing healthcare ETF was the Biotech HOLDRs (BBH), thanks to a buyout bid for top holding Genetech (DNA) and solid earnings results this year for the number two position, Amgen (AMGN). The top three>...
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Generic Drug Industry Outpaces Drug & Healthcare ETFs
PPH
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+5.81%
in
17 days
(closed on 11/01/08)
<> 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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Updated FDA Calendar of Decision Dates
PPH
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-11.73%
in
11 days
(closed on 10/15/08)
<> <> | Company Name | Ticker | Date | FDA Decision - Mike Havrilla - Updated 10/3/08 | | Ligand Pharma | LGND | 9/19/08 | Promacta NDA | | GlaxoSmithKline | GSK | 9/19/08 | Promacta NDA | | Abbott Labs | ABT | 9/21/08 | Vicodin CR NDA | >>...
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Eli Lilly Sinks After Hours on Effient Delay
PPH
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-4.47%
in
6 days
(closed on 10/04/08)
<> Eli Lilly (LLY) and Daiichi Sankyo (Tokyo: 4568) announced on Friday evening that the FDA had not completed its regulatory review for its blood thinner drug, which would go by the brand name of Effient (prasugrel). The FDA previously delayed its decision by three months earlier this summer, but in this case no new deadline was set by the agency. Shares of Eli Lilly slid by about 4% after hours on less than 100,000 shares traded, closing near its 52-week low at $45.01 per share on Friday evening. However, the current sli>...
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Pfizer is a Big Pharma Buy
PPH
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+0.70%
in
4 days
(closed on 09/28/08)
<> The accompanying table presents an overview of big pharma companies, presented in descending order by market cap. My favorite play in the space remains to be Pfizer (PFE), which I have written about previously and finally bought shares today at $17.90 with a dividend yield exceeding 7%. Despite growth concerns and looming generic competition for Lipitor in late 2011, I bought shares of Pfizer today as a value pick and turnaround play which operates in a defensive sector with a strong balance sheet. Also, the Company is aggressive>...
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Bristol-Myers Ups Bid to $62 for ImClone
PPH
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+0.30%
in
1 day
(closed on 09/24/08)
<> Last night, Bristol-Myers (BMY) announced plans to increase its bid for the remaining 83% of ImClone Systems (IMCL) it does not already own to $62 per share and plans to take the offer directly to shareholders in the form of a tender offer. ImClone and Chairman Carl Icahn rejected a $60 per share cash bid from Bristol-Myers at the end of July and stated that a mystery big pharma bidder had emerged at $70 per share, as I last wrote about here . Besides Bristol-Myers 17% stake in ImClone, the two companies are marketing pa>...
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FDA Decision Date Calendar Through January 2009
PPH
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-1.32%
in
2 days
(closed on 09/23/08)
<> The accompanying table includes a calendar of expected FDA decision dates through the end of January 2009, including nine decisions due by the end of September. Some likely near-term movers on the calendar include Cypress Bioscience (CYPB) + partner Forest Labs (FRX) with a pending decision on milnacipran in the treatment of fibromyalgia slated for the end of October in addition to results from a Phase 3 trial for the drug some time before year end. Also, Discovery Labs (DSCO) is not listed on the calendar, b>...
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