Imagen de perfil
Hello dear,
Are you still looking in the pharmaceutical sector?
$EXEL I find that interesting.
You can also have a look.

https://aktie.traderfox.com/visualizations/US30161Q1040/EI/exelixis-inc
1
Imagen de perfil
@Tenbagger2024 Thanks for the tip :) very good figures.
Imagen de perfil
@Max095
P/E ratio of 18.
Profit increases well.
And EbiT margin also rises to 40%
1
Imagen de perfil
@Tenbagger2024 $ISRG I also think it's mega
Imagen de perfil
@Max095 I think they're great too, even if they are quite expensive.
1
Imagen de perfil
@Multibagger
@Max095
There were a few negative reports here, which is why the share fell.
Intuitive is facing growing competition, particularly from Medtronic and smaller companies such as CMR Surgical and Moon Surgical. Medtronic has a strong position in Europe with the CE marking of its systems, while CMR Surgical and Moon Surgical are entering the market with new systems.
Imagen de perfil
@Multibagger
@Max095
Intuitively, however, the market leader remains positive.
The only question is whether the high valuation can still be justified.
2
Imagen de perfil
@Tenbagger2024 I wouldn't buy it at the current valuation level for the reasons you mentioned. Even though many people say that you will never get a good share cheaply.
1
Imagen de perfil
@Multibagger
And what do you think
$EXEL ?
Imagen de perfil
@Tenbagger2024 Since I only comment on companies that I have dealt with and this is not the case here so far, I unfortunately have no opinion on this at the moment. If that changes, I'll be happy to let you know. 😉 Basically, I'm more involved in the biotechnology sector when it comes to oncology. It's not for nothing that my largest single stock position in the portfolio is $BNTX.
Imagen de perfil
@Tenbagger2024 Without having looked at the figures, I think an entry around € 30 would be interesting, at least from a purely technical point of view.
1