ValuentumAd

Official PayPal Seal
Fundamental data is updated weekly, as of the prior weekend. Please download the Full Report and Dividend Report for any changes.
Jun 13, 2018
The Promise of CAR-T Therapy
Image Source: Gilead. The medical field, particularly the biotech industry, is quite innovative, and advances in medicine can help a specific target population with the ultimate gift--the gift of a better life. We’re excited by the stunning advances in the CAR-T field for the treatment for various forms of cancer that have, in the past, come with an often-bleak prognosis. We expect a shift in the advances in immune-oncology as the CAR-T revolution is in its early stages.
Apr 25, 2018
The Transformation of Novartis Continues
Image Source: Taki Steve. Leadership change can often bring a great deal of uncertainty especially when a new leader is replacing a successful CEO. In the case of Novartis, we are witnessing a focused effort to streamline the business: a deliberate attempt to shift focus from a sprawling healthcare enterprise towards a more pure-play pharma/biotech powerhouse with an innovative, cutting-edge product portfolio.
Apr 23, 2018
Incyte’s Ongoing Disappointments and Ultragenyx’s Exciting Development
Image shown: Ultragenyx's promising pipeline of opportunities. Ultragenyx March 2018 Presentation. The pharma/biotech sector, unlike other mainline industries, is driven by the clinical data readouts on the next-gen molecules in the clinical pipeline. We have witnessed many exaggerated moves with an often-binary outcome on the smaller single molecule entities, but we also have witnessed a negligible impact on the broader, more-diverse industry behemoths. We wanted to touch on a few recent data readouts to illustrate the volatile, risky yet potentially lucrative nature of the industry.
Mar 29, 2018
Dividend Highlights in Big Pharma
The first quarter of 2018 will go down in the record books as one of the most volatile in recent memory--a sharp jump out of the gate was met with significant selling at the end of March as numerous political and economic worries entered the picture. We believe a timely review of some of the dividend stalwarts is in order.
Mar 28, 2018
PCSK9 Woes Weigh on Amgen and Regeneron
Image shown: Amgen and Regeneron have both meaningfully trailed the market since October of 2017. The robustness of the clinical pipeline offers an important clue regarding the health and vitality of a biotech/pharma company, as the clinical pipeline is critical towards maintaining and growing the top line. One of the most promising, and dare-we-say, overhyped new treatments to enter the market is the PCSK9 cholesterol-lowering agents, with Amgen and Regeneron leading the pack. Let’s discuss the results of Regeneron’s treatment along with a discussion of the path forward for the treatment.
Mar 21, 2018
Our Reports on Stocks in the Biotech Industry
Image Source: Celgene. This listing has been discontinued. Please see our reports on pharmaceutical stocks.
Mar 9, 2018
Dividend Increases/Decreases for the Week Ending March 9
Let's take a look at companies that raised/lowered their dividend this week.
Mar 6, 2018
Updating Our Thoughts on Celgene
Image Source: Celgene. Although the combination of disruptive new discoveries coupled with burgeoning demand thanks to the aging demographics of the world’s population sets the biotech space for a potential virtuous long-term cycle, we’re not too happy with with the recent developments at Celgene. Let’s dig in.
Feb 22, 2018
Johnson & Johnson in Transition Mode
Image Source: Johnson & Johnson. Shares of Johnson & Johnson have performed well since being added to both the simulated Best Ideas Newsletter portfolio and simulated Dividend Growth Newsletter portfolio. We continue to be impressed with the depth of the clinical pipeline as Johnson & Johnson has an appealing mixture of mature and early-stage products that power the portfolio. Let’s examine the three main franchises of the portfolio to gain a better understanding of the depth of Johnson & Johnson’s Pharmaceutical division.
Feb 18, 2018
A Key Inflection Point for Gilead Sciences
Image Source: Gilead. We have closely followed events at Gilead Sciences for signs of an inflection point as we have long felt the market is myopically focused on the Hepatitis C franchise instead of cash flows. Our decision to add the idea to the simulated Dividend Growth Newsletter portfolio and simulated Best Ideas Newsletter portfolio has played out very well as the share price remains locked in an uptrend. We are updating our thesis following the recent conference call.


The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports, articles and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. The sources of the data used on this website are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor and does not offer brokerage or investment banking services. Valuentum, its employees, and affiliates may have long, short or derivative positions in the stock or stocks mentioned on this site.