Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/178/original/download%20%281%29.jpg?1478808170" class="editor-image img-responsive" data-smartkarma-image-id="16178"></figure><div class="content-caption">(I thought it was a reality show till I was shown the Oval Office today!)</div>Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.<div class="content-highlight">Drug Pricing and Trump:</div>Allowing Medicare and similar U.S. government programs to…

(I thought it was a reality show till I was shown the Oval Office today!)Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.Drug Pricing and Trump:Allowing Medicare and similar U.S. government programs to…

President Trump and Healthcare (And Pharma) Sector: What's Next?

Founder

Kemp Dolliver, CFA

Cherrystone Hill Research

Equity Bottom-Up

Celltrion's management continues to make very optimistic projections about Remsima's US sales in 2017 despite regulatory hurdles that will limit the drug's initial acceptance. We think that the stock ultimately will be a significant disappointment as reality collides with hope. Newcomers to this story should review the Insight Stream for background information and context.

Celltrion's management continues to make very optimistic projections about Remsima's US sales in 2017 despite regulatory hurdles that will limit the drug's initial acceptance. We think that the stock ultimately will be a significant disappointment as reality collides with hope. Newcomers to this story should review the Insight Stream for background information and context.

Independent, global risk consultancy, Control Risks

Aparajita Verma

Independent, global risk consultancy

Control Risks

Control Risks is an independent, global risk consultancy specialising in helping organisations manage political, integrity and security risks in complex and hostile environments. We support clients by providing strategic consultancy, expert analysis and in-depth investigations, handling sensitive political issues and providing practical on-the-ground protection and support.

Our unique combination of services, geographical reach and the trust our clients place in us ensure we can help them to effectively solve their problems and realise new opportunities across the world.

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of substantial parts of the electorate despite a return to modest economic growth.

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of substantial parts of the electorate despite a return to modest economic growth.

Winds Across the Pacific: What the US Election Will Bring to Asia

<a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

<a href="https://www.smartkarma.com/entities/12476" target="_blank" data-smartkarma-citation="entities:12476:1">Hanmi Pharm Co Ltd (128940 KS)</a> stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the company's stock. The company is investing heavily in R&amp;D and the management has shown ROIC higher than the pharmaceutical industry average. We see value in the company's R&amp;D pipeline, especially in oncology and diabetes/obesity indications. The company's relative valuation and financial efficiency measures are better than the pharmaceutical industry average. Shares could rise more than 50% from the current level by end of 2018.

Hanmi Pharm Co Ltd (128940 KS) stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the company's stock. The company is investing heavily in R&amp;D and the management has shown ROIC higher than the pharmaceutical industry average. We see value in the company's R&amp;D pipeline, especially in oncology and diabetes/obesity indications. The company's relative valuation and financial efficiency measures are better than the pharmaceutical industry average. Shares could rise more than 50% from the current level by end of 2018.

Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.

United States

Pfizer Inc. is a research-based, global pharmaceutical company that discovers, develops, manufactures, and markets medicines for humans and animals.  The Company's products include prescription pharmaceuticals, non-prescription self-medications, and animal health products such as anti-infective medicines and vaccines.

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Pfizer Inc (PFE US)

President Trump and Healthcare (And Pharma) Sector: What's Next?

Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...

Dr. Bhavneesh Sharma, MD, MBA

One World, Two Stories

Celltrion's management continues to make very optimistic projections about Remsima's US sales in 2017 despite regulatory hurdles that will limit...

Kemp Dolliver, CFA

Winds Across the Pacific: What the US Election Will Bring to Asia

The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...

Control Risks

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...

Dr. Bhavneesh Sharma, MD, MBA

Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.

Hanmi Pharm Co Ltd (128940 KS) stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the...

Dr. Bhavneesh Sharma, MD, MBA

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