Biotech Stocks: Do Earnings Even Matter Anymore

BEN LEVISOHN | October 20, 2016

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We expect mixed 3Q16 results for our mid- to large-cap coverage universe, but we believe this is largely priced in following the recent sell-off. We therefore expect individual stocks to trade on clinical and regulatory updates more than earnings, with continued volatility around the U.S. presidential elections...We believe Gilead could be weak based on an expected HCV revenue shortfall. Celgene: We expect investor focus to shift back to fundamentals after mongersen's P1b readout, where it will be important for Celgene to continue driving Revlimid utilization within the MM market, which is rapidly transitioning to novel combos. After 3Q16 earnings, we expect investors to refocus on 17 P3 readouts in the next 12-18 months (e.g., CELMoDs, IBD portfolio for Otezla, mongersen,and ozanimod).

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VINH PHUC PHARMACEUTICAL JOINT - STOCK COMPANY

With motto "for public health"​, the medical ethics of the physician in who produce as well as in business to defend the interest people the client Everlasting Lucky materia medica joint stock company (have VINPHACO business name) always exaltted is motto what VINPHACO always tend.

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