Bumping this up. Good stuff, Rod.
You read it here folks on Dec 28:
"Bottom fishers should look at Alere (NYSE: ALR), Seracare (Nasdaq: SRLS), and Qiagen(Nasdaq: QGEN), which are all attractive according to price to sales and other metrics. Two solid companies that should be reviewed for buys on weakness are Idexx Laboratories (Nasdaq:IDXX) in veterinary medicine and Genomic Health (Nasdaq: GHDX) for personalized medicine. And Illumina (Nasdaq: ILMN), battered by an earnings miss, is both a value and an acquisition play."
Roche making a hostile offer on Illumina! Up 40% pre-market!!
Re: Re : Companies to Watch in Biotech Bull Market
Rod Raynovich
1/6/2012 12:46:09 PM
Re: Re : Companies to Watch in Biotech Bull Market
Rod Raynovich
1/5/2012 11:43:26 AM
The CNS market is way beyond my area of expertise. The market is about $75B and includes antidepressants, antipsychotics and anti-epleptics. Antidepressants are a growth area with products like Effexor from Wyeth, Cymbalta from Eli Lilly and Lexapro from Forest Labs. If marijuana were legalized for a variety of CNS indications the market could be $50B. For drug developers it is a tough area as drugs can fail to prove efficacy even in late stage studies as shown by Targacept's (TRGT $5.75) antidepressant drug TC-5214. However, a lot of RX peddlers like this area because of the huge market and propensity for people to take a pill to alleviate anxiety and depression. So to play this market look at large cap pharma.
If you want an overview of the biotechnology market check out my site
www.raygent.com , where biotech coverage is focused in diagnostics, tools and biopharmaceuticals.
Re: Re : Companies to Watch in Biotech Bull Market
Tenacious
1/5/2012 9:33:35 AM
Maybe it's time to start following the CNS drugs Rod. Has there ever been a time in history when more people needed more medication -- and things don't seem like they'll improve anytime soon.
well that clears it up. LOL. thanks.
Re: Re : Companies to Watch in Biotech Bull Market
Rod Raynovich
1/4/2012 12:25:22 PM
Sorry don't follow SHPGY and CNS drugs.
Re: Re : Companies to Watch in Biotech Bull Market
Noreen Seebacher
1/4/2012 11:45:18 AM
Shire plc (Nasdaq: SHPGY) is really capitalizing on the ADHD market not only with Adderall XR but also with Vyvanse and Intuniv. It did well in the third quarter. But its got a couple of suits pending for patent infringement (on Vyvanse).
Any projections, Rod?
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