Since 2010 I have been focused on researching and investing in Pharmaceutical, Biotech, and Medical Technology companies. I focus on companies that are developing medicines or have developed medicines for diabetes, Alzheimer’s, cancer, hepatitis, Crohn’s disease, and others. I have been very successful with this investment strategy since 2009. My first successful healthcare/biotech investment was on March 12th, 2009 when Roche® purchased a biotechnology company that I held stock in - Genentech®. Roche’s purchase of Genentech for $46.8 Billion was the motivation to review the entire healthcare sector. Highlighted below are companies that I have or have had long positions in since 2010 and I will occasionally trade in and out these companies. From my perspective the biotech sector has been on a bull run since 2009. On February 7th, 2018, 2 days after the ^VIX inspired high volatility crash/correction on February 5th and 6th of 2018, I again went “all in” on the Healthcare sector. More importantly the cancer death rate in the U.S. fell 13% from 2004 to 2013 according to those who track such information.
Please be advised that I am not a financial adviser/investment adviser, and I have no business relationship with any of the company’s who are mentioned below. I have worked for Unilever®, Grey Advertising®, Hasbro®, Toys R Us® and other companies prior to 2010. I consider myself, insightful regarding trends and products, market timing, identifying long-term value situations, long-term brand development, and identifying technologies and products that will be highly profitable. I do not “blog” often, as I spend more time processing information then communicating data. I have been following many Seeking Alpha writers as a member since 2012. I also gain information/data/charts from many other sources. And have many business and company alerts directly sent to me on their products, and product tests involving new medicines. These are extraordinary times for investing and processing new products and ventures and is not limited to the healthcare sector. However, the amounts of money being devoted to new medical technologies and new medicines is remarkable.
As of 3/1/2019 I remain 100% invested in biotech/medtech companies. My reasons are as follows:
1. Healthcare is the right category for growth over next 10+ years, as I agree with comments from Russ Koesterich of BlackRock® on September 19, 2018 www.blackrock.com/...
"At $3.5 trillion per year, total healthcare spending (public and private) makes up roughly 20% of the U.S. economy. The nation's 80 million baby boomers provide a stable source of ongoing revenue growth for healthcare companies throughout the value chain. Demographic tailwinds are widely expected to continue to propel this secular story in the United States."
3. Healthcare is also a defensive category if things turn south as many company pipelines and product development will continue to progress.
4. The biotech sector is increasingly becoming an effort to seek stronger partnership (seeking biotech partnerships). Many companies are developing new drugs that can in many instances work better in combination with other successful/newer drugs or help other drugs work better against specific medical issues when used in combination.
5. Both biotech and medtech companies are also increasing their partnerships with biotechnology focused colleges and medical universities/hospitals towards successful co-product development partnerships. This is occurring on a global basis.
I also like following companies that have dividend growth and great new products and pipelines - ($LLY), ($MDT), ($PFE), ($MRK), ($AZN), ($A)
my top biotech picks are here = seekingbiotechalpha.com/...
my top medtech picks are here = seekingbiotechalpha.com/...
my top growth picks (no dividends) - ($ISRG), ($ABMD), ($ILMN), ($BIIB), ($REGN), ($VRTX)
Before February 5th, 2018 I was a passive investor, no longer. I am now an active supporter of all the healthcare, medical, and biotech companies that I hold stock in. Please be advised that this is not investment advise, these are my investments. Thank you for visiting seeking biotech alpha and please feel free to send me comments/feedback/questions. My best to all in 2019, as we may continue to see chaotic volatility again.
(CELG), (ABBV), (AMGN), (BMY), (JNJ), (ABT), (LLY), (MRK), (PFE), (NVS), (NVO), (BIIB), (MDT), (ABMD), (ISRG), (AZN), (RHHBY), (GILD), (REGN), (GERN), (BGNE), (SGMO), (BMRN), (VRTX), (ILMN), (A), (PKI), (INCY), (TMO), (SRPT),(ARRY)
Thank you for visiting www.seekingbiotechalpha.com