E.U. regulator reverses negative view of Alzheimer’s drug
https://finance.yahoo.com/news/european-committee-takes-second-look-192030487.html
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6E.U. regulator reverses negative view of Alzheimer’s drug
https://finance.yahoo.com/news/european-committee-takes-second-look-192030487.html
Construction of a biotech ETF🧬🚀
I'm a fan of the whole topic and don't really like the sector ETFs on the market in terms of costs and performance. That's why I've dared to construct my own "biotech ETF". I've written down my thought process here and hope you enjoy it a little 😉
1. focus areas according to growth and profitability
The percentage distribution of focus areas is based on an analysis of the growth and profitability potential of each therapeutic area within the biotechnology industry, taking into account various market conditions and dynamics. The reasons for this distribution are as follows:
Genetic diseases (10%): The market for genetic diseases is smaller but highly specialized and growing thanks to advances in genomic research and genome editing technologies. The increasing demand for personalized therapies for rare genetic diseases is contributing to stable growth.
By taking into account market size, growth potential and profitability, we have determined a percentage distribution of focus areas that reflects the attractiveness of each area for investment in the Biotech ETF.
2. selection of companies and their focus areas
Based on the evaluation of the focus areas, we have selected ten biotech companies that cover a broad range of therapeutic areas and hold leading positions in their respective focus areas. The companies and their focus areas as well as the percentage distribution are as follows:
Introduction: Amgen is a leading global biopharmaceutical company dedicated to the discovery, development and commercialization of innovative therapies. The company is known for its breakthrough developments in oncology, immunology and genetics.
Focus areas:
Oncology: 30%
Immunology: 20%
Cardiovascular diseases: 20%
Introduction: Regeneron Pharmaceuticals is a biopharmaceutical company focused on the development of drugs for serious diseases. The company is known for its pioneering research and development in the fields of oncology, neurology, immunology and infectious diseases.
Focus areas:
Oncology: 30%
Neurology: 30%
Immunology: 20%
Introduction: Vertex Pharmaceuticals is a leader in the development of therapies for rare genetic diseases. The company is dedicated to researching and developing drugs to improve the lives of patients with genetic disorders.
Focus areas:
Introduction: Intellia Therapeutics is a pioneer in the field of genome editing, utilizing CRISPR/Cas9 technology to develop therapies for genetic diseases, oncology and infectious diseases. The company strives to create the next generation of gene therapies.
Focus areas:
Genetic diseases: 50%
Oncology: 30%
Introduction: Biogen is a leading global biotechnology company focused on the research and development of therapies for neurological diseases. The company has made some of the most significant breakthroughs in the treatment of diseases such as multiple sclerosis and Alzheimer's disease.
Focus areas:
Introduction: Moderna is an innovative biopharmaceutical company focused on the development of mRNA therapies and vaccines. The company has attracted worldwide attention for the development of an mRNA vaccine against COVID-19.
Focus areas:
Oncology: 70%
Introduction: Illumina is a leading provider of genomics and genomic analysis technologies. The company is revolutionizing genomics by developing cutting-edge sequencing technologies and making significant contributions to genetic disease research.
Focus areas:
Introduction: CRISPR Therapeutics is a leader in the application of CRISPR/Cas9 genome editing technologies to treat genetic diseases. The company has the potential to revolutionize the way we treat genetic diseases.
Focus areas:
Introduction: Alexion Pharmaceuticals is a biopharmaceutical company focused on developing therapies for rare and life-threatening diseases. The company has a strong presence in the fields of neurology and immunology.
Focus areas:
Neurology: 40%
Introduction: Qiagen is a global leader in molecular diagnostics and research products. The company is known for its innovative technologies to diagnose infectious diseases and support life science research.
Focus areas:
Infectious diseases: 100%
This selection of companies represents a diverse range of focus areas and positions in the biotechnology industry and enables
3. weighting of the ETF based on focus areas and companies
Finally, we determined the allocations for each stock based on its exposure to the focus areas and its relative importance within the portfolio. We considered both the growth and profitability potential of each focus area. The final allocation of stocks is as follows:
Regeneron Pharmaceuticals (ticker: REGN): 25%
Moderna, Inc. (Ticker: MRNA): 18%
Intellia Therapeutics (Ticker: NTLA): 16%
Amgen (Ticker: AMGN): 16%
Alexion Pharmaceuticals, Inc (Ticker: ALXN): 10%
Biogen Inc (Ticker: BIIB): 6%
Qiagen N.V. (Ticker: QGEN): 5%
Vertex Pharmaceuticals (Ticker: VRTX): 2%
Illumina, Inc. (Ticker: ILMN): 2%
CRISPR Therapeutics AG (Ticker: CRSP): 2%
This weighting ensures that the portfolio has a good balance between different focus areas as well as an appropriate exposure to the leading companies in the biotechnology industry.
By considering market size, growth potential and profitability, we have determined a percentage distribution of focus areas that reflects the attractiveness of each area for investment in the biotech ETF.
I look forward to receiving feedback and assessments ✌️😉
Your Value Willi
Does anyone here have any idea what was going on back then on November 16 and 17? There was a sell signal at that time, wait for a good increase until I possibly short here. I only find something regarding Alzheimer's:
"Shares of Biogen Inc (BIIB) are down on Wednesday (16.11.2021) after the advisory committee of the European Medicines Agency recommended a 'negative trend vote' for the company's Alzheimer's therapy drug Aducanumab."
Merce you sweet.
𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 🗞️
𝗞𝗮𝗻𝗻 𝗱𝗲𝗿 𝗛𝗮𝗵𝗻 𝗻𝗼𝗰𝗵 𝗳𝗹𝗶𝗲𝗴𝗲𝗻? / 𝗦𝗾𝘂𝗶𝗱 𝗚𝗮𝗺𝗲 𝘂𝗻𝗱 𝗖𝗼 / 𝗕𝗶𝘁𝗰𝗼𝗶𝗻-𝗘𝗧𝗙 𝘀𝘁𝗮𝗿𝘁𝗲𝘁 𝗵𝗲𝗹𝗱𝗲𝗻𝗵𝗮𝗳𝘁
𝗘𝘅-𝗗𝗮𝘁𝗲𝘀 📅
As of today, Apollo Senior Floating Rate Fund Inc. ($AFT), Argan Inc. ($1AW (+3,74%)), Apollo Tactical Income Fund Inc. ($AIF), Colgate-Palmolive Company ($CPA (+1,66%)), Eagle Bancorp Inc. ($2ZI (+3,27%)), LTC Properties Inc. ($LTP (+0,62%)), Mexico Fund Inc. ($MXF) and SLR Senior Investment Corp. ($SUNS) traded ex-dividend.
𝗤𝘂𝗮𝗿𝘁𝗮𝗹𝘀𝘇𝗮𝗵𝗹𝗲𝗻 📈
Today, IBM Corp. ($IBM (+0,83%)), Kühne & Nagel International AG ($KNIA (+0,51%)), Tesla ($TL0 (+5,19%)), Villeroy & Boch AG ($VIB3 (+2,6%)), Anthem Inc. ($A58 (+0,67%)), Biogen Inc. ($IDP (+0,86%)), PPG Industries Inc. ($PPQ (+0,47%)), Lam Research Corp. ($LAR), Northern Trust Corp. ($NT4 (+1,44%)) and Globe Life Inc. ($GL (+2,38%)) presented their figures.
𝗠𝗮𝗿𝗸𝗲𝘁𝘀 🏛️
Hahn Airport - After the Chinese HNA Group, which owns 82.5% of the airport, filed for insolvency earlier this year, the airport is now insolvent as well. At the time, the airport counted 4 million passengers annually, but after Ryanair diverted more and more flights to other airports, there were only 1.5 million passengers in 2019. After the HNA bankruptcy, however, the airport management was sure that this would not change anything in the operation.
Netflix ($NFC (+0,9%)) - Quarterly numbers beat expectations:
User growth: 4.4 million instead of the expected 3.84
Earnings per share: $3.19 instead of $2.56
Revenue: $7.46 billion as expected
The reason for this strong growth was, among others, the successful series "Money Heist", "Sex Education" and "Squid Game". The latter was even streamed by 142 million users within 4 weeks of its release, making it the most successful Netflix production to date.
𝗖𝗿𝘆𝗽𝘁𝗼 💎
ProShares Bitcoin Strategy ETF - The first day of trading makes history as the new ETF pulled in nearly $1 billion in trading volume, making it the most successful ETF launch on the New York Stock Exchange.
At the same time, the bitcoin price ($64,608.00) rose to nearly its all-time high ($64,805.00), the BTC/EUR ($BTC-EUR (+1,55%)) trading pair even managed to surpass the all-time high ($55,148.61)!
After the hype around the potential Alzheimer's drug aducanumab and the subsequent bad news around approval and efficacy, the share price has largely come back. Now there is new positive news for Biogen and their drug for multiple sclerosis, Vumerity.
Biogen seems to be innovating and researching drugs for diseases that a lot of people would benefit from, but a lot of drug companies tend to keep their hands off, probably because of poor chances of success.
https://www.ema.europa.eu/en/medicines/human/summaries-opinion/vumerity
I migliori creatori della settimana