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MNTA: Bull or Bear?

Health Cost Containment Index: Expanded into India, Impax Labs to Re-List MNTA

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Health Cost Containment Index: Expanding into India, Impax Labs Set to Re-List

The ETF Innovators [ETFI] Global Healthcare Cost Containment Index profiled in the accompanying table is updated and expanded to include more companies from my recent Analysis of Generic Drug Companies from India . The index is structured to include companies with market caps between $150M-$60B, which are involved in producing generic healthcare products such as generic drugs and pharmacy benefit managers which do not have retail store and insurance components.

The Top 10

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By Mike Havrilla (-4.73% risk: moderate) 11/27/08

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Stock Picks for Healthy Returns MNTA

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(closed on 11/27/08)

Stock Picks for Healthy Returns

Abbott Labs (ABT) is a consistent performer with diversified healthcare operations, including pharmaceuticals, diagnostics, medical nutrition products, and medical devices/stents. ABT is back to the lower end of its trading range near 50 bucks, presenting an excellent entry point with a 2.8% dividend yield and forward PE of about 14X.

Celgene (CELG) is also trading at the low end of its trading range around 50 bucks as a large-cap growth stock focused on cancer biotech products and research with an estimated PEG ratio below one.

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By Mike Havrilla (-4.73% risk: moderate) 11/25/08

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UpDown Virtual Investing: Earn Real Money with Zero Risk MNTA

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+11.68%
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(closed on 11/25/08)

UpDown Virtual Investing: Earn Real Money with Zero Risk

The ultimate risk/reward trade for virtual investing – its is free and easy to register at the UpDown and users can earn real money at the site in two ways. The first is by beating the market (S&P 500 Index) on a monthly basis and the second is by referring investors. However, the referral system is designed to encourage legitamte referals only by basing the payment on how much the referred person earns on the site. So, if you refer someone who earns $100, you will receive 10% or $10 as a referral bonu

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By Mike Havrilla (-4.73% risk: moderate) 11/23/08

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Teva Beats on Profits: A Biogeneric Boon in '09? MNTA

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(closed on 11/23/08)

Teva Beats on Profits: A Biogeneric Boon in '09?

Teva Pharma (TEVA) posted 3Q08 results this morning which beat consensus profit estimates by a penny at 72 cents per share on an adjusted basis with record sales coming in slightly below estimates at $2.84B versus $2.9B expected. Revenue increased by 20% while GAAP net income of $637M rose by 21% from the year-ago period. Results were driven by the proprietary multiple sclerosis drug Copaxone, which posted sales of $562M, representing a 28% increase from the year-ago period. Cash flow from operations more than dou

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By Mike Havrilla (-4.73% risk: moderate) 11/06/08

1 comment

A Bullish Outlook for Generic Drugs After Election MNTA

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(closed on 11/06/08)

A Bullish Outlook for Generic Drugs After Election

In addition to the favorable underlying trends I wrote about previously for the generic drug industry, both presidential candidates are bullish on the industry with the following excerpts taken directly from their websites:

Senator Obama : Lower drug costs by allowing the importation of safe medicines from other developed countries, increasing the use of generic drugs in public programs and taking on drug companies that block cheaper generic medicines from the market.

Senator McCain : R

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By Mike Havrilla (-4.73% risk: moderate) 11/04/08

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Biotech Blues: Four Stocks on Sale with Hope MNTA

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(closed on 11/04/08)

Biotech Blues: Four Stocks on Sale with Hope

The following group of biotech companies have market caps of at least $300M with a one year stock price change that is below the iShares Nasdaq Biotech ETF (IBB) loss of 21.8% (Source: Google Finance, 10/25/08) with potential upside catalysts over the next year.

Alnylam Pharma (ALNY): $872M, -31.6%

Biogen Idec (BIIB): $12B, -48.4%

BioMarin Pharma (BMRN): $1.7B, -33%

Momenta Pharma (MNTA): $348M, -23.4%

Momenta and Novartis (NVS) expect to launch a generic version (M-Enoxaparin) of the injectable

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By Mike Havrilla (-4.73% risk: moderate) 10/25/08

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Generic Drug Industry Outpaces Drug & Healthcare ETFs MNTA

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(closed on 10/25/08)

Generic Drug Industry Outpaces Drug & Healthcare ETFs

The accompanying table presents statistics and the top five rated companies in the ETFI Global Generic Drug Index, which includes a total of 44 companies. Over the past year, generic drug companies have outpaced both the Healthcare Sector SPDR (XLV) and existing drug ETFs such as PowerShares Dynamic Pharma (PJP), Pharma HOLDRs (PPH), iShares Dow Jones US Pharma (IHE), and the S&P Pharma SPDR (XPH).

All of the top five rated generic drug companies and over two-thirds of the 44 companies in the index are b

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By Mike Havrilla (-4.73% risk: moderate) 10/15/08

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FDA Calendar: Near-Term Movers MNTA

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(closed on 10/15/08)

FDA Calendar of Decision Dates: Some Likely Near-Term Movers

Some likely near-term movers on the FDA's decision date calendar for 70 different items (click to enlarge, left) include Cypress Bioscience ( CYPB ) + partner Forest Labs ( FRX ) with a pending decision on milnacipran in the treatment of fibromyalgia slated for the end of October in addition to results from a Phase 3 trial for the drug some time before year end.

Also, Discovery Labs ( DSCO ) is not listed on the calendar, but expects to file a complete response to a May 1st FDA approvab

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By Mike Havrilla (-4.73% risk: moderate) 10/10/08

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A Waiting Game for Momenta Pharma MNTA

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(closed on 10/10/08)

A Waiting Game for Momenta Pharma

According to a SEC 8-K filing today, an amendment has been submitted to the FDA for Momenta Pharma's (MNTA) Enoxaparin Sodium Injection Abbreviated New Drug Application [ANDA] by its partner, Sandoz, which is the generic drug operating division of Novartis (NVS). Momenta believes the amendment represents a complete response to the agency's concerns over the potential for immune-mediated reactions to the product, which is intended to be a generic equivalent of the injectable blood thinner Lovenox.

Momenta Pharma represe

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By Mike Havrilla (-4.73% risk: moderate) 09/26/08

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An Overview and Analysis of the Global Generic Drug Industry MNTA

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(closed on 09/26/08)

An Overview and Analysis of the Global Generic Drug Industry

Global Generic Drug Industry: Benchmark Comps

Global Generic Drug Industry: Top 5 Companies by Market Cap

Global Generic Drugs: Top 5 Companies by Stock Performance

The accompanying tables provide a snapshot of my 38-company Global Generic Drug Index, which is rapidly consolidating amidst a flurry of recent M&A activity -- including the following buyout offers: