Bill Oxford The market has seen a huge sector rotation recently out of Big Tech and Magnificent Seven stocks into the Dow components, and small and mid-cap stocks. The SPDR® S&P Biotech ETF (XBI) has been the beneficiary of this move. Over the last month, this small/mid-cap biotech ETF has spurted ahead by some 10% while money has come out of the likes of Alphabet Inc. (GOOG), Nvidia Corporation (NVDA) and Microsoft (MSFT). Seeking Alpha If the rally in small and mid-cap biotech equities continues, here ...

文章核心观点 - 公司最近一个交易日的股价上涨0.16%,但低于标普500指数的涨幅1.11% [1] - 过去一个月公司股价上涨6.57%,超过医疗行业下跌0.54%和标普500下跌1.16% [2] - 公司预计将于2024年8月6日公布财报,预计每股收益为4.92美元,同比下降1.6%;预计收入为83亿美元,同比增长18.85% [3] - 全年来看,预计每股收益为19.50美元,同比增长4.56%;预计收入为330.3亿美元,同比增长17.17% [4] - 分析师对公司业绩预期有所上调,反映出对公司业务和盈利能力的乐观态度 [5][6] - 公司当前市盈率为17.15倍,低于行业平均水平24.41倍,估值相对较低 [8] - 公司PEG率为2.78,高于行业平均水平2.16,增长性相对较弱 [9] - 公司所属医疗-生物医药和遗传学行业目前在250多个行业中排名前33% [10][11]

Investors have been on a roller coaster ride for the past four years. One of the longest bull markets in history was brought to a screeching halt by the global pandemic. The S&P 500 lost over one-third of its value in a matter of a few weeks.Yet immediately afterward, the popular benchmark index rocketed higher, more than doubling in value over the next 21 months. It then lost a quarter of its value again before turning north once more and running 50% higher. You’re not alone if you’ve experienced vertigo d ...

Biotech stocks to buy can be an interesting sector for investors. They can provide massive gains following positive news regarding clinical trials or FDA approvals. However, they may also cause large share price drops following bad news or missed expectations surrounding a company’s treatments.In my opinion, when investing in the biotech industry, it’s best to steer clear of smaller companies that are more susceptible to wild swings in their share price. It is much better to stick with larger companies that ...

Amgen offers a packed pipeline and healthy dividend distributions.Can a biotechnology company pay a generous dividend in 2024? The answer is definitely yes, as Amgen (AMGN 1.77%) is evidently unafraid to reward its loyal shareholders with quarterly cash payments.Just as importantly, Amgen is a recent revenue grower with a diversified pipeline of current and proposed products. So, here's the skinny on how much investors might expect from Amgen's upcoming dividend distributions.How much does Amgen pay in divi ...

The latest trading session saw Amgen (AMGN) ending at $330.83, denoting a +1.77% adjustment from its last day's close. This move outpaced the S&P 500's daily gain of 0.55%. At the same time, the Dow added 0.62%, and the tech-heavy Nasdaq gained 0.63%.The the stock of world's largest biotech drugmaker has risen by 8.91% in the past month, leading the Medical sector's gain of 0.19% and the S&P 500's gain of 4.28%.Analysts and investors alike will be keeping a close eye on the performance of Amgen in its upcom ...

With technology-driven growth stocks propelling the S&P 500 to new heights, dividend stocks have often found themselves playing catch-up.Yet, even in this market environment, some dividend-paying companies have managed not only to keep pace, but also beat the index by a significant margin.Specifically, while the S&P 500 has registered returns of about 27% over the past year, the following three dividend stocks have delivered annual total returns exceeding 30%.More importantly, these three stocks maintain eq ...

文章核心观点 - 安进公司分红安全且有增长潜力，是值得长期持有的优质股息增长股 [1][7] 安进公司股息记录 - 安进是全球最大的生物技术公司之一，拥有丰富的药品产品线，去年有9种药品销售额至少达10亿美元，这推动了其长期业绩和股息的定期增长 [2] - 过去10年，安进股息增长269%，远期股息率2.83%，远高于标准普尔500指数1.35%的平均水平，现金股息支付率约为65%，最近一次股息增加是在第一季度 [2] 公司未来前景 - 公司需开发创新药物以推动收入和盈利增长，目前正在研究减肥疗法领域，该领域因近期突破预计到本十年末销售额将飙升 [4] - 安进的2期资产MariTide有一定潜力，1期数据显示其能帮助患者减轻体重并在治疗结束后150天内维持效果，但该领域竞争激烈，MariTide成为减肥治疗重大突破还为时尚早 [4][5] - 公司除MariTide外还有其他减肥资产在研发中，且整体产品线丰富，有几十个候选药物，还可通过收购提升前景，去年以约280亿美元收购了Horizon Therapeutics [5] - 通过收购，安进获得了治疗甲状腺眼病的药物Tepezza，凭借更强的营销专业知识和更多现金，有望在该药物上取得进展，同时还获得了相关候选药物 [6] - 随着获批药物产品线的扩大，公司有望实现收入和盈利的良好增长，基本面稳固，值得长期投资者购买其股票 [6][7]

文章核心观点 - 安进公司长期跑赢标普500指数，其股票估值低、创新能力强且股息丰厚，未来有望保持上涨势头，当前是优质买入选择，但也存在派息率高和营收增长放缓的风险 [1][3][6] 行业情况 - 由于多元化和稳定性优势，很少有股票能持续跑赢标普500指数，该指数由美国顶级公司组成，能抵御个别行业衰退并利用市场趋势，而个股受公司特定风险和行业周期影响 [1] 公司表现 - 安进自近40年前上市以来股价大幅跑赢标普500指数，过去12个月也显著超越该基准指数 [1] - 过去12个月安进股价上涨45%，但远期市盈率仅16.6倍，远低于标普500指数的22.6倍 [3] 公司优势 - 近年来公司多款产品成功商业推出，如降胆固醇药物Repatha和哮喘药物Tezspire [3] - 公司中期减肥候选药物MariTide虽面临竞争，但预计到2033年销售额可达80亿美元，肥胖药物市场规模巨大，2030年销售额预计超1000亿美元，安进有望受益 [3] - 公司股息计划出色，年化收益率达2.82%，远高于标普500指数成分股1.35%的平均水平，过去五年股息年增长率近10% [4] 公司风险 - 公司派息率达123%令人担忧，预计明年营收增长率将降至3%左右 [5] 综合结论 - 安进有长期高于市场的资本回报历史，创新文化使其股票未来有望保持上涨势头，当前股价处于低位且股息收益率接近3%，是优质买入选择 [6]

文章核心观点 - 全球胰腺癌市场预计将以13.5%的复合年增长率增长,到2033年达到75.41亿美元 [1] - 北美地区胰腺癌市场占据全球主导地位,主要由于该地区胰腺癌发病率较高,以及成熟的医疗体系和广泛的治疗方法 [2] - 亚太地区胰腺癌市场预计将是增长最快的,主要由于该地区拥有大量的胰腺癌患者群体 [2] 行业概况 - 胰腺癌是全球第七大致死癌症,在西方国家发病率不断上升,与生活方式如酗酒和肥胖等有关 [1] - 尽管手术技术、化疗和新辅助放化疗等有所进步,但5年生存率仍然很低,仅为2.5% [1] - 不健康的生活方式和饮食习惯导致糖尿病患病率上升,也是胰腺癌发病率上升的主要原因 [1] 公司动态 - 肿瘤溶瘤病毒公司Oncolytics Biotech开始了一项新的临床试验,评估其产品pelareorep与改良FOLFIRINOX化疗联合治疗转移性胰腺癌的疗效 [3][4][5][6] - 该试验获得了来自PanCAN的500万美元资助,有望进一步扩大pelareorep在胰腺癌治疗中的应用 [6] - Oncolytics Biotech的另一项研究发现,pelareorep能够刺激肿瘤浸润淋巴细胞的扩增,这与治疗反应呈正相关 [7] - 生物科技公司Kymera的STAT3降解剂KT-333在复发/难治性经典霍奇金淋巴瘤、皮肤T细胞淋巴瘤和NK细胞淋巴瘤中显示出抗肿瘤活性 [7][8] - 罗氏的数字病理学诊断系统VENTANA DP 200获得FDA 510(k)认证,有助于提高病理诊断效率 [9][10] - 吉利德公司的CAR-T疗法Yescarta在复发/难治性大B细胞淋巴瘤中显示出更高的制造成功率和T细胞性能 [11][12][13] - 安进公司的双特异性T细胞募集剂BLINCYTO获批用于成人和儿童急性淋巴细胞白血病巩固期治疗,不论是否有可测残留病 [14][15][16]