June 26, 2020

PING Identity

The Fool owns shares of PING, which provides a similar service to Okta.  Gartner sees them as a leader behind Microsoft and Okta. 

June 24, 2020

3 Big Data Healthcare Stocks

From the Fool:

"I believe Health Catalyst has the most growth opportunities. If you're looking for the safest bet, Cerner is an entrenched dominant player in the industry, and it even began offering a dividend last year of $0.18 per quarter. Globus Medical splits the middle, offering plenty of growth with a lower level of risk."

June 1, 2020

Roku and Livongo

The Fool is high on Roku and Livongo Health 

April 29, 2020

Why I Bought CGBD

From SA where the author bought CGBD and its 21% yield. 

March 3, 2020

Riding Peanut Allergy Treatment to Profits

Aimmune Therapeutics has the only FDA approved peanut allergy treatment on the market, which may translate into big profits for the company:

Liana Moussatos of Wedbush Securities has reiterated the firm’s Outperform rating on Aimmune. She has lowered her target price down to $66 from $74 after previously having a high of $81 for the stock. Some target price cuts are not well received, but this stock being close to $23 still represents close to 200% in implied upside.

With the PALFORZIA launch ongoing, Liana Moussatos sees the potential for Aimmune to popularize the oral immunotherapy treatment for peanut allergy in the United States. It was on January 31, 2020 that the FDA approved PALFORZIA for the reduction of allergic reactions, which included anaphylaxis, which may occur from accidental peanut exposure.

Where Wedbush sees the big growth is in revenues, effectively ramping up to a blockbuster drug category in the coming years. With expected 2020 product sales expected to be just $18.67 million, the official projections for product sales ahead are as follows:
  • $91.3 million in 2021,
  • $310.6 million in 2022,
  • $899.3 million in 2023,
  • $1.83 billion in 2024,
  • and ultimately $2.46 billion in 2025.

February 14, 2020

Alexion: An Undervalued Growth Stock

From Christina Huff:

lexion Pharmaceuticals (ALXN) is a biopharmaceutical company that researches and manufactures treatments of severe and rare health disorders; I consider this an undervalued growth stock, notes Crista Huff, editor of Cabot 
Undervalued Stocks Advisor.

The company just reported a good fourth quarter; revenue was $1.38 billion and non-GAAP EPS was $2.71, each higher than the respective consensus estimates of $1.31 billion and $2.60.

All four pharmaceutical brands — Soliris, Ultomiris, Strensiq and Kanuma — delivered higher-than-expected revenue. Full-year 2019 EPS was $10.53 vs. the expected $10.43, up 33.0% vs. the prior year. The earnings report itemizes nearly 20 projects and clinical trials that Alexion is currently pursuing.

Management expects to achieve revenue in a range of $5.50-$5.56 billion in 2020, and non-GAAP EPS in a range of $10.65-$10.85. The prior consensus 2020 revenue and EPS estimates were $5.64 billion and $11.37, respectively.
The stock fell as investors expressed their disappointment that the costs of the Achillion acquisition will impact full-year 2020 profits, as will an increased tax rate, and the higher R&D costs associated with Alexion’s current volume of clinical trials.

I keep track of earnings estimates during the entire time that I follow any particular company, and I’ve been following Alexion for many years. Its earnings estimates climb consistently throughout each year, and even at year end, the final results outperform Wall Street estimates.

Therefore, the current expectation of 3% EPS growth in 2020 is likely a very low estimate vs. the number Alexion will ultimately report a year from now. In that light, I think today’s reaction to the share price was just plain silly.

The company grew EPS 27%, 35% and 33% in 2017 through 2019. The 2020 P/E is 9.3, which is extremely low for a biopharmaceutical stock. I’m moving ALXN from "Buy" to a "Strong Buy" recommendation. The stock is cheap. Patient growth stock investors should accumulate these shares.

February 13, 2020

On NeoGenomics

From the Fool:

The clinical services segment of NeoGenomics works with over 2,600 hospitals and cancer centers. It has 10 global locations, processes 1 million oncology tests annually, and serves roughly 500,000 patients each year. In the first nine months of 2019, the segment was responsible for 88% of total revenue. It generated sales of $267 million, marking year-over-year growth of 52%.

The company's growth is supported by smoothing over the data processing workflow for smaller hospitals and clinical teams. Clinicians and researchers send in patient samples, choose tests from the company's comprehensive menu, and receive quality data and data interpretation in return. NeoGenomics even offers data consultation services, which could help the business to retain larger hospital systems as customers, especially as they increasingly move diagnostic processing capabilities in-house.

The pharmaceutical services segment is much smaller, comprising the remaining 12% of total revenue, but it provides intriguing growth potential. NeoGenomics helps companies to discover novel biomarkers, develop new diagnostics, and prepare for regulatory filings. The segment generated revenue of only $34 million in the first nine months of 2019, but reported a backlog of $118 million.

The segment should receive a sizable boost in 2020. NeoGenomics acquired the pharma services division of Human Longevity in early January for $37 million. The assets generated $10 million in revenue in 2019.

January 23, 2020

Buffet's Fastest Growing Stock

StoneCo is Buffet's fastest growing stock and may double this year

January 17, 2020

$150 5 Year Price Target on NV5 Global

The money show is one of many analysts that like the prospects for NV5 global.  They have a five year price target of $150, which is roughly a 25% a year appreciation on the stock price. 

On Repligen

From the Fool:

Repligen offers a diverse portfolio of products used to grow cell cultures, measure bioprocess metrics during manufacturing, and purify products downstream. Investors don't have to be technically competent to appreciate the role that the company plays in the high-growth biopharma sector. After all, if biotech companies cannot safely and efficiently manufacture drug products, then they won't be in business very long.

The bioprocessing leader is relatively small compared with the better-known players in the space, such as General Electric's GE Healthcare subsidiary, Samsung BioLogics, Thermo Fisher Scientific, and Sartorius. But Repligen has done a great job making the most of its high-margin niche and geographic proximity to Boston, a world-leading biotech hub.
In the first nine months of 2019, Repligen reported revenue of $200 million and operating income of $30.2 million, for year-over-year growth of 41% and 66%, respectively. The business exited September fresh off its largest-ever acquisition and, after stock offerings, still had a record cash balance of $513 million. Shares gained 75% in 2019, easily topping the roughly 29% gain of the S&P 500.

Investors should have little doubt that the business can maintain its momentum. In 2018, the Food and Drug Administration approved a record 11 monoclonal antibodies (the main category of biologic drug), while more than 400 more were in development across the industry's pipeline. Combine that with gene therapies, other genetic medicines, and cellular medicines that receive billions of dollars in investment across the biopharma sector, and Repligen has "long-term investment" written all over it.