Investment theme: Healthcare and Related Services
The Biotechnology sector looks particularly attractive compared to the rest of the industry. In the past years, they have experienced growth around the thirty percent level and prospects continue to look good. In comparison to the traditional pharma market, where developments take place mainly on the basis of chemistry, the biotechnology sector applies modern data mining procedures for the development of future of drugs and treatments. Given this and the ever aging world population, the biotechnology sector has a tremendous potential.
Our list of favorites:
| Company | Ticker | Sub-Sector | Upside Potential | Sharpe (FY01) |
| Amgen | AMGN | Biotechnology | 16.5 % | 4.22 |
| Investment case: T-Vec, AMGN’s newly developed viral cancer vaccine, missed the overall survival (OS) secondary endpoint in treating melanoma in recent tests; however, this fact was already priced in prior to the announcement. Amgen’s Q4 sales were strong, they ticked up 13%. | ||||
| Company | Ticker | Sub-Sector | Upside Potential | Sharpe (FY01) |
| Regeneron Pharma. | REGN | Biotechnology | 17.1 % | 2.71 |
| Investment case: REGN is an exciting EPS story as it expects five major filings and approvals to take place in the next five years. Dupilumab can be seen as the most exciting program within the portfolio. The company is also poised to see one of its diabetes drugs enter the Japanese Market. | ||||
| Company | Ticker | Sub-Sector | Upside Potential | Sharpe (FY01) |
| BioGen Idec Inc. | BIIB | Biotechnology | 23.4 % | 3.29 |
| Investment case: BIIB is now trading around the $290.00 mark, which is off 22 % form its top level in March. Biogen is well known for developing Multiple Sclerosis therapies, as well as for other drugs. The future of BIIB is bright as it has an attractive product pipeline for other auto-immune conditions. | ||||
Related topics:
Report: Biotechnology
| Company | Ticker | Sub-Sector | Upside Potential | Sharpe (FY01) |
| Regeneron Pharma. | REGN | Biotechnology | 17.1 % | 2.71 |
| Investment case: REGN is an exciting EPS story as it expects five major filings and approvals to take place in the next five years. Dupilumab can be seen as the most exciting program within the portfolio. The company is also poised to see one of its diabetes drugs enter the Japanese | ||||