Celgene: A Hemeoncology Powerhouse

Let’s walk through the investment merits of one of the market darlings in biotech. By Alexander J. Poulos Growth equities offer an enticing mix of above average growth that can turbocharge the overall returns of a well-diversified portfolio. It seems as though the market often becomes infatuated with the next “market darling,” often bidding the equity up well above its fair value (in hopes that growth may continue indefinitely). We admire growth companies, but we also stay true to our value bent, looking for opportunities in well-run companies that have pulled back once the initial enthusiasm for the share price has worn off. The report below will discuss the merits of Celgene (CELG), a biotech stalwart that has pulled back … Read more

Stock Market Outlook for 2021

By Valuentum Analysts February 8, 2021 2020 was one for the history books. We covered our thoughts and reflections on the past year in our “2020 Won’t Soon Be Forgotten” article (link here), and now we are looking towards the future. Global health authorities should be able to bring an end to the ongoing coronavirus (‘COVID-19’) pandemic sooner than many had expected as several vaccines have already been improved for emergency use and several others appear increasingly likely to get approved. Global vaccine distribution activities are currently underway, and this should allow the world to slowly return to pre-pandemic activities. Before then, immense stimulus measures launched primarily in developed nations should support global economic activities until the public health crisis … Read more

Which Mid-Stage Biotech Can Grow Into the Next Large Cap Biotech Behemoth?

Image Source: Steven Depolo The biotech field is on the cutting edge of scientific research. The production of new therapies often positively affects the share price of these innovative companies as long-term revenue and earnings expectations become embedded in the stock price. Let’s take a look at several mid-stage biotechs that may grow into dominant players. By Alexander J. Poulos The application of ETFs in investment strategies has gained widespread adoption during the past decade. Though the blind use of ETFs—buying a basket of stocks at any price—comes with myriad risks, there are certain advantages in that some ETFs offer desired exposure to certain themes or sectors. When it comes to biotech, the most liquid biotech ETF is the iShares Nasdaq … Read more