Healthcare 02 (May 15 - Dec 25)

[winston]

Biotech continues to recover… sector fund XBI climbs 40%-plus from its February low.

[winston]

The Way to Profit From the Biotech Story No One Is Talking About

BY MICHAEL A. ROBINSON

A great way to invest in the entire biotech sector in one move is with the First Trust Arca Biotechnology Index Fund (NYSE Arca: FBT), an exchange-traded fund (ETF).

Source: Strategic Investor

http://strategictechinvestor.com/2016/0 ... e-talking/

[winston]

Healthcare – China

To Ride On Formulation Of The New NDRL

We expect the new edition of the NRDL to be released in end-16. Inclusion in the NRDL will greatly boost sales of a drug as it will become more affordable to patients.

We have analysed key drugs of Hong Kong-listed pharmas and expect CSPC (1093 HK), 3Sbio (1530 HK) and Livzon (1513 HK) to be key beneficiaries of the new NRDL.

Maintain OVERWEIGHT on the healthcare sector.

Sector valuation has started to bottom out as we believe much of the negative impact from the harsh policies has been priced in.

We estimate the rising trend of growth in the sector will continue to be driven by:
a) formulation of the new NRDL,
b) potential acceleration of new drug approvals
c) launch of SZ-HK Connect, and
d) ageing population triggered by the baby boom in the 1950s.

The current PE premium of Hong Kong-listed major pharmas over the MSCI is at ~37%, which is still much lower than the 3-year average of ~90%.

Source: UOBKH

https://research.uobkayhian.com/content ... f3e32eb198

[winston]

Nurse Please

By Ben Benoy

Every day, physicians exploring the latest diagnosis and treatment options publish roughly 8,000 medical papers and journals.

No matter how good your doctor is, it’s damn-near impossible for them to keep up with the volume of latest discoveries and treatment options for diseases like cancer.

IBM (NYSE: IBM) has made this arduous task of data ingestion and discovery a bit easier by putting their Watson supercomputer on it.

Yes, that Jeopardy-winning computer is now using its artificial intelligence programing to process millions of data points in medical journals, imagery, and patient genome data to tee up treatment options for physicians to prescribe.

How good is Watson?

The UNC Lineberger Comprehensive Cancer Center discovered that by leveraging this technology, they were able to find new potential treatment options in 30% of patients that would have been overlooked using traditional human-only review methods.

Simply put, robots and artificial intelligence are a game-changer for the healthcare community. These technologies are disrupting how physicians diagnose and treat patients, in a radically good way.

Source: BioTech Intel

[winston]

China

China's aging population and the ongoing government-sponsored health care reform, offer huge growth opportunities to pharmaceutical companies.

Last year, health care expenditure rose to 3.93 trillion yuan (HK$4.53 trillion) from 2.43 trillion in 2011.

Under the reform, sale of pharmaceutical products from manufacturers to hospitals will be confined to a single level of distributors.

This scheme will benefit the largest pharmaceutical distributors, particularly Sinopharm Group (1099).

Sinopharm said its profit for the first half to June this year spiked by 32.15 percent to 2.5 billion yuan, while turnover rose by 13.35 percent to 125.8 billion yuan.

Citigroup set its target price for Sinopharm at HK$47 and has a "buy" rating on the stock.


Source: Dr Check, The Standard

[winston]

3 Healthcare Stocks to Buy Now, Even If Hillary Clinton Is Elected

CVS Health, Medtronic and Eli Lilly are among the best healthcare stocks to buy

By Craig Adeyanju

Source: Investor Place

http://investorplace.com/2016/10/health ... AWY_OB96M8

[winston]

Chart: Biotech stocks are at a major inflection point

Source: Kimble Charting

https://www.kimblechartingsolutions.com ... oe-friday/

[winston]

Late Monday, word came from the Obama administration that premiums under the Affordable Care Act will go up next year by an average of 25 percent, and the revelation has put a great Republican pet peeve back on the campaign table.

Source: Bloomberg

[winston]

3 Big Pharma Stocks That Are Looking a Little Pale

These Big Pharma stocks need to justify their big price tags after disappointing results

By Josh Enomoto

Source: Investor Place

http://investorplace.com/2016/10/3-big- ... BFQSfl96M8

[winston]

Biotech stocks tumble… sector fund XBI slides 15%-plus since late September.