Elanco Buys Bayer’s Animal Health Unit, Gaining Scale and Greater Exposure to the Humanization of Pets” Trend”

Image Shown: Shares of Elanco Animal Health Inc (ELAN) sold off after the company announced on August 20 it was acquiring Bayer AG’s (BAYRY) animal health unit through a cash and deal stock deal worth $7.6 billion at the time the deal was announced. By Callum Turcan On August 20, Elanco Animal Health Inc (ELAN) agreed to acquire Bayer AG’s (BAYRY) animal health unit for $7.6 billion (at the time the deal was announced) through a cash and stock deal. That includes $5.3 billion in cash and $2.3 billion in stock, keeping in mind shares of ELAN initially shifted lower after the news. Bayer plans to exit its stake in Elanco over time as management seeks to rebuild the company’s … Read more

Follow Up on Loxo Oncology, Clovis Oncology, and Nevro

We like to write about a wide range of ideas in the financial markets, even if such ideas may be well beyond the high end of our own risk spectrum. Our writings on the smaller, high-growth (and riskier) ideas in healthcare/biotech, for example, remain an attempt to draw attention to some of the fantastic innovation helping to reshape treatment paradigms. Let’s follow up on some of the high-risk companies in the healthcare/biotech arena that we previously highlighted. By Alexander J. Poulos Loxo Oncology Scores a Major Partnership Image shown: Loxo is bouncing off of support levels following its “gap higher” earlier this year. This looks bullish. Chart as of December 10. In July of this year, we provided a detailed … 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