Biotech: Buy the Brexit Blowup?

BEN LEVISOHN | June 24, 2016

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Amid the broader sell-off, we continue to assess the impact of Brexit on our coverage universe. Overall, the direct UK impact on our large-cap coverage appears minimal on each company's operations, though the broader volatility continues to weigh on the sector. Alexion Pharmaceuticals remains a top large-cap pick at these levels and view the recent sell-off and today's ~9% move as an overreaction and would take advantage of the weakness. That said, we are entering unknown territory and it's not certain if Britain becomes isolated and the EU ultimately unites around this (which is what we suspect will happen), or whether this is just the first in a series of dominoes that fragments the EU.

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IMMUNETHEP

Immunethep is a biotech startup company (spin-off from the University of Porto) that is developing anti-bacterial immunotherapies based on the discovery of a virulence mechanism shared by different bacteria that cause life-threatening infections.

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Spotlight

IMMUNETHEP

Immunethep is a biotech startup company (spin-off from the University of Porto) that is developing anti-bacterial immunotherapies based on the discovery of a virulence mechanism shared by different bacteria that cause life-threatening infections.

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