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Valuentum Commentary
Oct 5, 2017
The Legal Battle Between Regeneron and Amgen Heats Up
Image Source: Regeneron. The legal battle between two of the titans of the biotech world heated up further with a recent ruling overturning the injunction of a critical asset. We are updating our thesis in light of current events. Sep 14, 2017
Upadacitinib Posts Impressive Data for AbbVie
Image Source: AbbVie. In the pharmaceutical realm, the productivity of the clinical pipeline is essential to replace the loss of revenue due to an expiration of the patent life of a product. AbbVie is facing the monumental task of having to diversify away from the top-selling pharmaceutical product in the world with little in the way of assurances the transition will be a success. We are pleased with the recent data release on Upadacitinib as we view the molecule as AbbVie’s top R&D product. Aug 14, 2017
Post-Earnings Update: AbbVie
Image Source: Global Panorama. AbbVie’s top-line performance has been relatively strong (unlike its big pharma peers), translating into a generous dividend--further enhancing the appeal of the equity. But are the company’s attractive fundamentals about to change? Let’s take a look at AbbVie’s fundamentals following its second-quarter report, released July 28. Aug 7, 2017
Generic Drug Price Deflation Continues to Weigh on Shares of Teva
Shares of former Best Ideas Newsletter portfolio idea Teva Pharmaceuticals have come under renewed selling pressure after reporting weak quarterly results due largely to deflationary price pressures felt in the generic drug division. Teva has been relatively powerless in stopping the trend. We had removed the shares from the Best Ideas Newsletter portfolio well before the last leg down, and the Dividend Cushion ratio warned of tremendous risk to the sustainability of the dividend far in advance. Aug 3, 2017
Video: Explaining the Valuentum Buying Index
The Valuentum Buying Index (VBI) stands on the shoulders of giants in finance in uncovering investment ideas. Jul 31, 2017
Amgen’s Pipeline Continues to Disappoint
Image Source: Amgen. The ability to generate commercially-viable products via the clinical pipeline is crucial to grow profits and offset revenue declines from the loss of patent protection. We remain unimpressed with the progress shown thus far by biotech stalwart Amgen. Let’s review the clinical pipeline along with a consideration of the recently-released earnings report. Jun 28, 2017
Incyte, Examining Epacadosat's Recent Data
Image shown: Incyte's stock price performance since the beginning of 2014.The need for innovative advances in oncology remains unmet in spite of the entrance of next-generation treatments. We will examine the recent data release from Incyte pertaining to its novel treatment Epacadosat. Incyte hopes it will boost response rates which will greatly expand the number of patients that can be effectively treated. Let’s examine the details of the data release. Jun 14, 2017
Bristol-Myers Squibb Disappoints
Shares of Bristol-Myers Squibb have come under intense selling pressure off the heels of disappointing performance at ASCO. Let’s examine the situation. May 4, 2017
Valuentum’s 3 Breakthroughs in the Field of Finance and More
Valuentum's President Brian Nelson pauses for a picture before speaking at the CFA Society of Houston in March 2017. Let’s cover Valuentum’s 3 major breakthroughs in the field of finance. The first one is big and may challenge you to rethink everything you think you know about investing. May 2, 2017
How the FDA’s Delay of Baricitinib Impacts Eli Lilly and Incyte
Image Source: Paul Sableman. The FDA dealt Eli Lilly and Incyte an unforeseen blow recently by rejecting their marketing application for Rheumatoid Arthritis candidate Baricitinib. Where does the duo go from here? Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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