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Bristol-Myers Squibb Co.

  • Merck’s Struggles to Replace Singulair Lead to Biosimilars

    By Peter Pham - March 9, 2013 | Tickers: BMY, MRK, PFE, ZTS

    Merck & Co. (NYSE: MRK), the world’s third largest drug maker by sales, is partnering with South Korean Samsung Bioepis, a joint venture that operates as a subsidiary of Samsung Biologics, to develop and market ‘bio-similar’ drugs that act as alternative to the much more expensive biologic drugs. The financial details of the deal weren’t disclosed, but it was revealed that Samsung Bioepis will develop the drugs and would more »

  • There Is Potential in This Highly Lucrative Industry

    By Mohsin Saeed - March 8, 2013 | Tickers: BMY, GILD, JNJ, PFE

    Gilead (NASDAQ: GILD) is the world’s foremost biopharmaceutical company when it comes to combating deadly virus. It is far ahead of competitors in the field of HIV and hepatitis treatment. Gilead is the only company with an FDA approved AIDS prevention therapy. The governing body has approved Gilead’s Truvada for people in the high risk aids profession such as caretakers of infected personal and nursing staff. The company more »

  • Still a Buy, Despite the Tresiba Setback

    By Nauman Aly - February 25, 2013 | Tickers: AZN, BMY, NVO, SNY

    Shares of Novo Nordisk (NYSE: NVO) are trying to recover from a recent sell-off that occurred after the FDA rejected its new drug Tresiba -- citing lack of a pre-approval cardiovascular outcomes study. Tresiba is an insulin analog, which is injected subcutaneously three-times a week to help control the blood sugar level of those with diabetes. Shares plummeted almost 15% on this disappointing news. But the real question now is if more »

  • Hepatitis C In Play for 2013?

    By Terry Chrisomalis - February 25, 2013 | Tickers: ACHN, BMY, IDIX, VRTX

    In the world of biotech stocks a lot of companies are starting to incorporate Hepatitis C treatments into their pipelines. Hepatitis C is starting to garner a lot of attention, and these biotech companies are not wrong to be chasing this target disease. Why, you ask? Because there are currently 170 million people worldwide infected with Hep C, and this could mean huge opportunity for biotech companies that are in more »

  • A Global Health Care Giant Doling Out a Massive Dividend

    By Ryan Guenette - February 25, 2013 | Tickers: BMY, JNJ, MRK, PFE, SNY

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a tremendous way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to focus on a diversified global health care giant: Merck & Company Incorporated (NYSE: MRK).

    The Business:

    Warren Buffett once said, “Never invest in a business you can’t understand.” This not more »

  • A Global Biotechnology Company in its 164th Year

    By Ryan Guenette - February 22, 2013 | Tickers: AZN, BMY, GSK, JNJ, PFE

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. As 2013 begins, I would like to focus on a leading global biotechnology company in its 164th year: Pfizer Incorporated (NYSE: PFE).

    The Business:

    Warren Buffett once said, “Never invest in a business you can’t more »

  • Consider These Low-Beta Stocks to Reduce Volatility

    By Robert Ciura - February 11, 2013 | Tickers: T, BMY, WMT

    Investors commonly use beta to measure an asset’s volatility compared to the asset class as a whole.  For stocks, beta describes the degree to which a company’s shares are correlated to the broader market.  To illustrate, a stock with a beta of 1.0 can be expected to move 1% in the same direction as a 1% move in the market.  Adding stocks with low betas can be more »

  • HIV/AIDS and Gilead Sciences

    By Erik Dellith - February 11, 2013 | Tickers: AMGN, BMY, GILD, GSK, JNJ

    In honor of National Black HIV/AIDS Awareness Day, I focus on one of the biotech companies leading the charge against HIV/AIDS: Gilead Sciences (NASDAQ: GILD).  The company’s drugs help to lengthen the lives of many people living with HIV, while also providing sizeable revenue.  Further, the stock is currently attractively valued, and, with solid future growth prospects, is worth consideration by investors seeking exposure to the healthcare more »

  • This News Makes Gilead the Top Healthcare Pick

    By Mohsin Saeed - February 7, 2013 | Tickers: BMY, GILD, JNJ

    Gilead Sciences (NASDAQ: GILD) is one of the best positioned Biotechnology stocks. The company already has an excellent HIV segment which is a pioneer and leader in its own industry. The future valuations of Gilead are tied to the success of its much discussed Hepatitis segment. The company plans to provide alternative therapies for HCV which are more convenient and effective.

    These ambitions are shared by Bristol-Myers Squibb (NYSE: BMYmore »)

  • Best of the Biotech Industry

    By Mohsin Saeed - February 7, 2013 | Tickers: BMY, GILD, PFE

    The biotechnology industry is one of the most interesting industries on the block. Picking a biotechnology stock is a delicate process because the pick should not only be based on a drug's potential, but also on management and company strength. The following two companies are, in my opinion, the best positioned pharmaceutical stocks in terms of interesting pipelines and major upside potential. Bristol Myers Squib (NYSE: BMY) is a more »

  • Why Has Billionaire Jim Simons Been Slipping?

    By Marshall Hargrave - February 7, 2013 | Tickers: AAPL, BMY, CMG, COH, INTC, MSFT

    Billionaire Jim Simon's fourth quarter investor letter showed that his strategy could be showing signs of slipping.  The returns for his hedge fund management company Renaissance Technologies (RenTech) were disappointing in 2012. As a result I decided to take a look at what may have led to Simons and RenTech's lackluster performance and see if I couldn't learn from his mistakes.
     
    The broad-based under-performance was driven by more »

  • Alas, Hamlet! A Diabetes Drugmaker to Renew the Faith

    By BA McKenna - February 5, 2013 | Tickers: BMY, NVO

    “Something is rotten in the state of Denmark,” is a line from Shakespeare’s Hamlet. If the character who uttered those words were an investor, his faith in Denmark would be renewed by the long-term stock performance -- and future potential -- of Novo Nordisk (NYSE: NVO).  

    Novo Nordisk, which has a $103.8 billion market cap, is the world's biggest maker of diabetes drugs. In 2012, 78% of the Danish more »

  • Can Big Pharma Bring Big Gains to Your Portfolio?

    By Ash Anderson - February 4, 2013 | Tickers: AZN, BMY, PFE

    Drugs are big business! Big pharmaceutical companies spend billions of dollars and countless hours researching into solutions to everyday human health problems. To reward them for their efforts they are granted with a 20 year patent window, once that’s up though it’s free game for all.

    The drug companies hate the patent expiry, especially if they have a drug that’s selling by the boatload every single day more »

  • Don’t Gild The Lilly, Just Hold It

    By Debarati Bose - January 28, 2013 | Tickers: BMY, LLY, PFE

    Mr Market beams as investors run from pillar-to-post trying to find the best bet for an investment. And even as some stocks go bonkers at the exchange, Pharma investors repeatedly convince themselves to be patient.

    As we all wait for Eli Lilly (NYSE: LLY) to come out with its Q4 results, a question looms above us: Will Eli Lilly bear down on one’s portfolio?

    That is indeed a question more »

  • Will This Irritable Bowel Syndrome Drug Be a Cash Cow?

    By Jordo Bivona - January 25, 2013 | Tickers: BMY, IRWD, MRK, PFE, SGYP

    As embarrassing and difficult to manage as chronic constipation and irritable bowel syndrome (IBS) are, there are surprisingly very few treatments available for patients at the moment. The treatments that do exist often cause diarrhea and nausea as side effects. Synergy Pharmaceuticals (NASDAQ: SGYP) has been focusing on its lead investigational drug Plecanatide, which is aimed at treating chronic constipation and constipation predominant irritable bowel syndrome.

    Plecanatide is currently in more »

  • Earnings Surprises: Three Companies That Beat Analysts' Estimates

    By Fani Kelesidou - January 25, 2013 | Tickers: BMY, NFLX, WDC

    It was a busy week for investors and full of surprises, positive and negative. Apple monopolized the headlines once again. The world's most valuable firm witnessed a sharp drop in the stock price after reporting flat quarterly profits due to increased manufacturing costs. Microsoft's earnings were in line with analysts' expectations, but net profit for the final three months of 2012 marked a 4% year-over-year decline. Nokia, the more »

  • Pharma Companies: Earnings Review and Preview

    By Masam Abbas - January 24, 2013 | Tickers: BMY, JNJ

    On Tuesday, Johnson & Johnson (NYSE: JNJ) reported its 4Q12 earnings. The company was the first of the major pharma/diversified healthcare companies to report full year 2012 financial results and 2013 guidance. It topped the EPS estimates but missed the revenue estimates. Considered as the bellwether for the pharma sector, what does this mixed earnings imply?

    Analysis

    The 4Q 2012 EPS of $1.19 topped the estimate of $1.17 more »

  • One Biotech Pony, Lots of Tricks

    By Reuben Brewer - January 22, 2013 | Tickers: BMY, EXEL, MRK

    Exelixix (Nasdaq: EXEL) got some good news last year when the Food and Drug Administration approved COMETRIQ for the treatment of progressive, metastatic medullary thyroid cancer. While the company is putting all of its effort behind this one drug, it looks like this pony might know a lot more than one trick. That could turn it into a franchise drug and a big money maker.

  • Will This Pharma Takeover Go Through At a Higher Price?

    By Mike Thiessen - January 22, 2013 | Tickers: AZN, BMY, GSK, TARO

    Editor's Note: The previous version references Grand Slam demanding $48.50 per share. The August 2012 letter from Grand Slam Asset Management referenced $110.00 per share, not 48.50. This version has been updated.

    Taro Pharmaceutical Industries (NYSE: TARO) announced in November a further delay on a vote by minority holders of the sale of the remaining minority interest to Sun Pharmaceutical Industries (SUNP - NSE).  The minority holders more »

  • Why This Pharma is Set for a Great 2013

    By Lee Samaha - January 15, 2013 | Tickers: BMY, INCY, NVO, REGN, SNY

    Last year was a pretty good one for stockholders in Sanofi (NYSE: SNY), and the indications are that this year could be the same. It has been a difficult few years for the pharmaceutical industry and I’m sure that in years to come undergraduate management course books will be written on how the companies in the industry dealt with the challenges in different ways. Big pharma has faced patent more »