Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

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<li>
<a href="https://www.smartkarma.com/entities/abbvie-inc" target="_blank" data-smartkarma-citation="entities:1135:1" rel="noopener">Abbvie Inc (ABBV US)</a> shares remained rangebound in 2021, mainly due to Humira patent expiration overhang. Humira is the flagship drug of the company, accounting for 37% of total revenue.</li>
<li>Increasing label expansion of its two other drugs, Skyrizi and Rinvoq are now increasingly opening up new growth avenues for AbbVie. Together these drugs contributed 8% to total revenue.</li>
<li>Attractive valuation and healthy dividend yield make AbbVie a top value investment idea amid this turbulent time.</li>
</ul>



Abbvie Inc (ABBV US) shares remained rangebound in 2021, mainly due to Humira patent expiration overhang. Humira is the flagship drug of the company, accounting for 37% of total revenue.
Increasing label expansion of its two other drugs, Skyrizi and Rinvoq are now increasingly opening up new growth avenues for AbbVie. Together these drugs contributed 8% to total revenue.
Attractive valuation and healthy dividend yield make AbbVie a top value investment idea amid this turbulent time.


AbbVie Inc (ABBV US): Great Value Stock to Buy in Choppy Market

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

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Cross Asset Strategy

<ul><li>Depression / In Depth: What’s behind China’s growing problem with child depression</li><li>Covid-19 /Pfizer Covid drug deployed in virus-hit Chinese province for the first time</li><li>Gold mine /Papua New Guinea gold mine set to reopen after foreign owners agree to lower stakes</li></ul>

Depression / In Depth: What’s behind China’s growing problem with child depressionCovid-19 /Pfizer Covid drug deployed in virus-hit Chinese province for the first timeGold mine /Papua New Guinea gold mine set to reopen after foreign owners agree to lower stakes

CX Daily: What’s Behind China’s Growing Problem With Child Depression

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<li>
<a href="https://www.smartkarma.com/entities/sk-bioscience-co-ltd" target="_blank" data-smartkarma-citation="entities:31484:1" rel="noopener">SK Bioscience (302440 KS)</a> markets four in-house products in Korea, including influenza, shingles, and chicken pox vaccines. The company has partnerships with global companies for the production of COVID-19 vaccines. </li>
<li>SK Bioscience has started shipment of Novavax’ COVID-19 vaccine, while its own vaccine is in phase 3 trial. With ~15% vaccination in low-income countries, demand for vaccine is still high.  </li>
<li>SK Bioscience has a rich pipeline, with four promising blockbuster candidates for the global market. This entails strong revenue visibility in post-COVID era.</li>
</ul>



SK Bioscience (302440 KS) markets four in-house products in Korea, including influenza, shingles, and chicken pox vaccines. The company has partnerships with global companies for the production of COVID-19 vaccines. 
SK Bioscience has started shipment of Novavax’ COVID-19 vaccine, while its own vaccine is in phase 3 trial. With ~15% vaccination in low-income countries, demand for vaccine is still high.  
SK Bioscience has a rich pipeline, with four promising blockbuster candidates for the global market. This entails strong revenue visibility in post-COVID era.


SK Bioscience (302440 KS): An Attractive Pure-Play on Vaccines- Both COVID and Non-COVID

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<li>
<a href="https://www.smartkarma.com/entities/opko-health-inc" target="_blank" data-smartkarma-citation="entities:3887:1" rel="noopener">Opko Health Inc (OPK US)</a>'s core clinical testing business began to return to pre-pandemic volumes, while COVID-19- testing volume is expected to decline significantly.</li>
<li>Opko’s pharmaceutical business is expected to clock mid-to-high single-digit growth in 2022, with Rayaldee and Ngenla being launched in the international markets.</li>
<li>While diagnostic revenue is expected to decline 40% y/y, pharmaceutical business is anticipated to clock mid-to-high single-digit growth in 2022.</li>
</ul>



Opko Health Inc (OPK US)'s core clinical testing business began to return to pre-pandemic volumes, while COVID-19- testing volume is expected to decline significantly.
Opko’s pharmaceutical business is expected to clock mid-to-high single-digit growth in 2022, with Rayaldee and Ngenla being launched in the international markets.
While diagnostic revenue is expected to decline 40% y/y, pharmaceutical business is anticipated to clock mid-to-high single-digit growth in 2022.


Opko Health (OPK US): Diagnostic Business on Solid Grip; Pharmaceutical Business Ready to Take-Off

<ul><li>In Depth: Could Pfizer’s drug Paxlovid change China’s Covid policy?</li><li>Shackled mother was sold into forced marriages at least three times, probe finds</li><li>China loosens new mobile payment rules to put small businesses at ease</li></ul>

In Depth: Could Pfizer’s drug Paxlovid change China’s Covid policy?Shackled mother was sold into forced marriages at least three times, probe findsChina loosens new mobile payment rules to put small businesses at ease

CX Daily: Could Pfizer’s Drug Paxlovid Change China’s Covid Policy?

United States

Pfizer Inc. operates as a pharmaceutical company. The Company offers medicines, vaccines, medical devices, and consumer healthcare products for oncology, inflammation, cardiovascular, and other therapeutic areas. Pfizer serves customers worldwide.

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AbbVie Inc (ABBV US): Great Value Stock to Buy in Choppy Market

Abbvie’s reducing dependence on Humira, visibility on non-Humira portfolio, coupled with high dividend yield and attractive valuation make it a top...

Tina Banerjee

CX Daily: What’s Behind China’s Growing Problem With Child Depression

What’s behind China’s growing problem with child depression; Chinese airline industry reels after Guangxi crash; Pfizer Covid drug deployed in...

Caixin Global

SK Bioscience (302440 KS): An Attractive Pure-Play on Vaccines- Both COVID and Non-COVID

SK Bioscience’s near-term growth will be driven by CMO contract of Novavax COVID-19 vaccine. The company’s rich non-COVID pipeline and global...

Tina Banerjee

Opko Health (OPK US): Diagnostic Business on Solid Grip; Pharmaceutical Business Ready to Take-Off

Opko Health’s pharmaceutical business is set to see couple of product launches in the international markets, while its diagnostic business is on a...

Tina Banerjee

CX Daily: Could Pfizer’s Drug Paxlovid Change China’s Covid Policy?

In Depth: Could Pfizer’s drug Paxlovid change China’s Covid policy? Shackled mother was sold into forced marriages at least three times, probe finds

Caixin Global

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