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Some comments on the Health Care Industry

本文发表在 rolia.net 枫下论坛Novartis:

NOVARTIS (NVS - $50.31) TO ACQUIRE UP TO 77% OF ALCON, THE
WORLD'S LARGEST EYE CARE COMPANY; COMPANY TO TEMPORARILY SUSPEND SHARE
REPURCHASES IN LIGHT OF INCREASING DEBT
Early this morning, Novartis announced that is has acquired 25% of consumer
eye care business Alcon from Nestle with potential to acquire 52% more at a
later date. The deal, valued in total at $39 billion, further diversifies
Novartis at a time when patent protection and FDA approval of pipeline drugs
continue to plague pharmaceutical companies. Additionally, Novartis announced
they are suspending their share repurchase program temporarily as they focus
on paying down the $5.5 billion in debt they have raised for the deal.
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My company will issue another client-approved research report this week discussing the health care industry:

REFILL YOUR PORTFOLIO WITH GENERIC DRUGS"
This new report addresses the growth opportunity in generic drugs and how
clients can invest in this opportunity.

We believe generic drug growth will be driven by:
- an estimated $65 billion in major brand-name drugs expected to go generic
over the next five years
- an aging population increasing its usage of drugs, including generics
- ongoing efforts by payers to control drug costs, thereby encouraging the
use of low-cost generics更多精彩文章及讨论,请光临枫下论坛 rolia.net
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  • Some comments on the Health Care Industry
    本文发表在 rolia.net 枫下论坛Novartis:

    NOVARTIS (NVS - $50.31) TO ACQUIRE UP TO 77% OF ALCON, THE
    WORLD'S LARGEST EYE CARE COMPANY; COMPANY TO TEMPORARILY SUSPEND SHARE
    REPURCHASES IN LIGHT OF INCREASING DEBT
    Early this morning, Novartis announced that is has acquired 25% of consumer
    eye care business Alcon from Nestle with potential to acquire 52% more at a
    later date. The deal, valued in total at $39 billion, further diversifies
    Novartis at a time when patent protection and FDA approval of pipeline drugs
    continue to plague pharmaceutical companies. Additionally, Novartis announced
    they are suspending their share repurchase program temporarily as they focus
    on paying down the $5.5 billion in debt they have raised for the deal.
    --------------------------------------------------

    My company will issue another client-approved research report this week discussing the health care industry:

    REFILL YOUR PORTFOLIO WITH GENERIC DRUGS"
    This new report addresses the growth opportunity in generic drugs and how
    clients can invest in this opportunity.

    We believe generic drug growth will be driven by:
    - an estimated $65 billion in major brand-name drugs expected to go generic
    over the next five years
    - an aging population increasing its usage of drugs, including generics
    - ongoing efforts by payers to control drug costs, thereby encouraging the
    use of low-cost generics更多精彩文章及讨论,请光临枫下论坛 rolia.net
    • Won't you get trouble with your company by posting the client-paid report on internet?
      • I only post client-approved information. Thanks for your reminder. :)
      • Client-approved information is different from internal-use-only information, the former is approved by compliance office to be distributed to the public, and it is not for sale.
        • Then I'll just take it without worrying a bit. Thanks for sharing.
          • You are very welcome. :)
    • does this mean there are some potential in Health Care sector?
      • 我个人购买了pfizer的股票。
        第一:我很了解这个公司,而且有亲戚在这个公司工作了十多年,对最近产品,专利等信息比较熟悉。第二:我跟踪这个公司很久了,一直关注股价的波动和对基本面的分析,所以觉得现在是低价进入的好时机。第三:这个公司的红利很诱人,是同行业中佼佼者。这只是我个人投资,和我本身职业推荐没有关系。也不代表任何建议。任何盈利或者损失都和我无关。多谢。:)
        • Don't know much detail about Pfizer. So, what drugs are in their pipeline? What's their dividend yield, as you said it's very attractive?
          • Great questions!
            the latest yield payout is 6.2%, and there are about 300 drugs on clinical testing in their pipeline, based on March research report,and most of the drugs on trial have the potential to be the first and the best in this industry. The reason I know it because my firm is an US based international investment brokerage, , and follow up blue chip companies' performance everyday, if there is any news or change coming out, I know it at the first time. Hope it helps.
            • Wow, you seemed to have a very nice dinner. I know Pfizer hit bottom a couple years ago when their blockbuster drug didn't work out and they had to cut global sales force by almost two thirds. The company should be in a upward trend now.
              I am in BVF, one of the only few Canadian drug companies. The dividend yield is currently as high as 13.4%. But I still lost half of my bet. I got in after they got the first accounting issue with SEC. Who knows, their accounting scandles were endless, coming one after another. This company was run by Canadian rogues. But if you like dividend, and also capital gain, it's not a bad bet given the stock price has been beaten down from time to time.
              • Thanks for sharing the information. I will take a look definitely
        • 买个股会否风险很大,ETF应该好点,不过收益可能也小。
          • Good point.
            我从来不做单个股票. 如果投资者资金有限,作基金或者ETF/ index fund 都是很不错的选择。同样所选择的基金里可以有你喜欢的公司股票,diversification一样可以运用在基金和ETF的portfolio里面.
        • 你这个股票准备割肉吗? 好象时机不好.
          • 你做了这个股票么?欢迎交流。
            • 我不做下通道的股票. 我只做追涨杀跌的.呵呵
              • 看来我要重新声明一下:我是短线dummy,请不要和我谈短线交易。这些中文术语我也不懂,不知道用在什么地方,也不明白你说的是什么意思。
    • 如果要研究整个制药行业,Google Finance是一个很好的工具。它把这个行业的主要公司按营业额从高到低都给列出来了。觉得NVS瞒不错,在Market Cap超过1000亿的公司中,其股价比龙头大哥Johnson&Johnson,Pfizer和GlaxoSmithKline plc都便宜。
      • NVS是不错,P/E较低。值得买进。