RHHBY

Roche’s Hemlibra Looks Very Promising

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Image shown: Roche’s shares caught some relief recently. We’re big fans of clinical data reads. Thus far in 2017, we’ve posted updates on Roche (RHHBY), Shire Plc (SHPG) and Bioverativ (BIVV)–each with extensive aspirations in the field of hemophilia. In light of recent developments, a follow-up only seems appropriate as Roche’s Hemlibra is poised to disrupt the marketplace. By Alexander J. Poulos Hemophilia Overview Hemophilia is a genetic disorder that negatively affects the patient’s ability to clot when bleeding. Unlike other traditional genetic disorders, inheriting a defective gene is not the only cause of Hemophilia. According to the National Hemophilia Foundation, nearly one third of all cases are spontaneous, where neither parent is a carrier of the Hemophilia gene. Hemophilia … Read more

Celgene Implodes

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The pharma/biotech industry operates in a boom-bust environment where the market cap of a company can post a meteoric rise or suffer a precipitous fall based on the data published from recently completed clinical trials. The industry remains one of the most innovative fields, but the quest for new products leads to constant disruption and a subsequent spike in volatility. Of late, the volatility pendulum for Celgene has swung in favor of the bears with the company posting a costly phase 3 failure. By Alexander J. Poulos Mongersen The vitality of the clinical pipeline, in our view, is the critical differentiator in the biotech space (XBI, IBB) due to the loss of revenue once patent protection lapses on existing products. … Read more

Novartis Gearing Up for Growth

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Dividend Growth Newsletter portfolio idea Novartis continues to grow its free cash flow stream while producing a string of products still in the infancy of their respective growth curves. The pharma/biotech realm remains bedeviled with patent issues that can disrupt cash flow generation once protection is lost, causing us to look for companies positioned for a fresh leg of growth. To that end, let’s take a look at Novartis’ pipeline, near-term potential, and how it relates to its dividend health. By Alexander J Poulos Alcon Division In Novartis’ (NVS) third quarter of 2017, results released October 24, its Alcon division posted an impressive constant-currency revenue jump of 7% from the year-ago period and a 23% year-over-year increase in core operating … Read more

Key Oncology Assets Powering Johnson & Johnson Higher

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Image Source: JNJ third quarter earnings presentation Shares of newsletter portfolio holding Johnson & Johnson continue their stellar run, posting new all-time highs on the heels of an impressive third quarter earnings report. Let’s take an in-depth review of key pharma product franchises as they relate to the performance of the stock. By Alexander J. Poulos and Kris Rosemann Immunology Johnson & Johnson’s (JNJ) largest pharmaceutical division remains Immunology–an area where the company continues to be a pioneer–but the division has begun to feel the strain of the coming biosimilar onslaught as its legacy molecule Remicade continues to cede ground to biosimilar competition. The drug posted a 7.6% year-over-year revenue decline in the third quarter of 2017 to ~$1.65 billion … Read more

An Overview on Roche Holdings

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Source: Roche The healthcare industry remains a global enterprise with world-class companies working towards new treatments. Let’s have a look at the prospects of Roche Holdings. By Alexander J. Poulos Overview Roche Holdings (RHHBY) is far from a household name in the US, yet it remains one of the top pharmaceutical companies in Europe. When reviewing the prospects of Roche, we could not help but draw the comparison to the old Abbott Labs (ABT) before splitting off Abbvie (ABBV). The holding company houses a world-class diagnostics division with one of its main consumer products being the Accu-Chek Blood Glucose Test Strips. The diagnostic group can be viewed from the perspective of a slow and steady earnings producer with incremental innovation … Read more

Guide to Second Quarter Earnings; Big Pharma Experiencing Earnings Momentum

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Abbott (ABT) Abbott is one of our favorites in Big Pharma. We know many of you hold the stock in your own portfolios, and frankly, the company is one of the best operators in its industry. Abbott’s second-quarter performance revealed continued strength in its global diagnostics and branded generics businesses. Foreign currency exchange headwinds have posed problems for almost every multi-national in our coverage, but on an operational basis, second-quarter worldwide sales leapt nearly 10%. Abbott kept its full-year 2015 adjusted EPS guidance range from continuing operations unchanged at $2.10-$2.20, a rarity across a pharma universe that’s experiencing fantastic earnings momentum as of late. Keys to the Quarter: We were very pleased with the traction witnessed in Abbott’s pediatric nutrition … Read more

Dividend Increases/Decreases for the Week of February 3

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Below we provide a list of firms that raised their dividends during the week ending February 3. The dividend reports of covered firms on this list will be updated shortly with the new information. To access our dividend reports use the ‘Symbol’ search box in our website header. Firms Raising Their Dividends This Week                AFLAC (AFL): now $0.42 per share quarterly dividend, was $0.40. ALLETE (ALE): now $0.6775 per share quarterly dividend, was $0.6500. American Financial (AFG): now $4.00 per share special dividend, was $0.63. Avista (AVA): now $0.46 per share quarterly dividend, was $0.44. Bank of Botetourt (BORT): now $0.1925 per share quarterly dividend, was $0.1850. BCE (BCE): now CAD 0.9675 per share quarterly dividend, was CAD 0.9200. … Read more