Saturday, February 10, 2018

An Integrated BioSci Investing Partners Reward Program: To Deliver Increasing Value For Subscribers

Summary

  • IBI Partners Reward program launched to increase the value for our subscribers.
  • Partners to earn points after staying with us for at least 3 months.
  • Points are rewarded for new subscriber referral. Quality stock tips and activity in the chat are also honored with points. Those who leave us a positive review also get points.
  • Points earned can be exchanged for cash monthly.
  • With certain milestones achieved, partners can gain entry into the VIP program.

“Price is what you pay. Value is what you get.” - The Oracle of Omaha (Warren Buffett)

Regardless of the tumultuous market this previous week, we’ve procured substantial gains for Integrated BioSci Investing (“IBI”) partners since 2017. If the bear market is to come, you’ll still continue to compound substantial capital if you have a long-term approach. With the 40% cash reserve in the IBI Long-Term portfolio, we’ll be in the position to take full advantage of the opportunities to purchase firms (on sales at significant discounts to their intrinsic values (if the recession will come soon).

Figure 1: Notable IBI performers. (Source: Google Finance)

Without further ado, let’s shift gear into the next growth
catalyst. And, it is an honor to introduce you the Partners Reward (“PR”) Program - a new implementation that is seeking to deliver increasing value for our community of experts (physicians, scientists, fund managers, investment advisors, executives, market leaders, and everyday investors).

As follows, the program is based on a system that honors partners with points to be accumulated over time for rewards (including cash as well as the entry into our VIP Partnership). Later, we’ll go over how you can gain entry into the aforesaid VIP membership and how the cash conversion from points works. But first thing first, we’ll elucidate following ways for you to earn the points.

Subscribers Referral

With each new subscriber that you referred to IBI, you’ll receive 100 points. All you have to do is to reach out to your friends and family to subscribe to IBI. A good way is to advertise about us via your Facebook or other social media. Just make that you inform the new subscriber to let us know that you’re the person who made the referral. You can use your real name or pseudonym as you wish.

Loyalty Partners

By staying with us for at least three months, you’ll earn 100 points. For every 3 additional months, another 50 points will be added.

Market Intelligence

In addition, points will be rewarded to partners who are active in the chat forum (and to provide stellar stock tips as well as being helpful to the community). Of note, subscribers who tipped us with stock ideas that proved to work out over time will also rack up more points. Despite that the rewarding of this aspect can be subjective, we’ll try our best to make sure that it is fair to all partners. Accordingly, each reward in this category comes in as 100 points.

Business Development

Subscribers who provided us with insightful advice on business development as well as connecting us to various resources will also receive 100 points for each occasion. For instance, we’ll reward a partner with the pseudonym “8iron,” with 100 points, who helped us with the design of the IBI Long-Term portfolio. Moreover, those who wrote us a positive review (to enable investors to learn more about our service) will be rewarded with 100 points.

Partner of The Month

A subscriber who earned the most points for the month will be featured in our “Partner of The Month.” In this case, we’ll give you an additional 1,000 points on top of what you’ve earned.

Points Conversion

With the points accumulation over time, you can cash out monthly. If you choose to cash out, we simply need to have your PayPal for us to send you money within a day of your request. We can also send money via MoneyGram, but we prefer PayPal. In terms of conversion, every 100 points are worth $10. For 20K points accumulated, you can cash out your $2K or trade it for the entry into the aforesaid VIP Program.

VIP Partners have the best service, hands down. As a VIP, you can consult with Dr. Tran as much as you like. You’ll have his cell phone as well as Skype. And, he will feature your favorite stocks in the Integrated BioSci research, which often helps to unlock its value of your holding substantially. Nevertheless, the stocks have to meet certain criteria. You’ll also get periodic exclusive intelligence not available to regular members. Furthermore, you’ll gain the first invitation to join IBI’s management team.

Transparency And Tracking

We’ll keep a Google Spreadsheet that is viewable with a password. All you have to do is to provide us your email (and we’ll send you an email invitation for access. Notably, you can check your progress in real-time (as well as to chat with us and let us know what else we can do to better serve you).

Final Remarks

We’re testing this new PR Program to assess its efficacy in delivering increasing value for our partners. Of note, we’ll honor the points with the cash as stated. Be that as it may, we wish to disclaim that the points do not have cash value and are subject to change anytime on our behalf without due notice. Last but not least, we’ll update this program based on your feedback. Let us know what you think. As you are our business partners, your voice is important to us.

Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 296% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 162% gains; Kite Pharma netted 82%; Atara Biotherapeutics (NASDAQ:ATRA) appreciated +197%. Crispr Therapeutics (NASDAQ:CRSP) gained plus 78%. Exelixis Inc (NASDAQ:EXEL) earned greater than 47% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.

Notably, we’ll increase our price soon. SUBSCRIBE to our marketplace research now to lock in the legacy price and save money in the future. To receive real-time alerts on our articles as well as blogs, be sure to check out our profile page and CLICK the orange FOLLOW button . Asides the exclusivities, this article is the truncated version of the research we published in advance to IBI subscribers. Further, you can read up on Dr. Tran’s background by following this link. If you'd like to get our other once weekly ideas sent to your mailbox, check out Dr. Tran BioSci and sign up with our mailing list.

Thursday, February 8, 2018

An Integrated BioSci Alpha Intelligence On Gilead Sciences: What the Fiscal 2017 Earning Foretells?

Summary

  • Gilead reported favorable Q4 earnings that beat the market’s average estimate. HCV revenue is still in a downtrend.
  • As Sovaldi’s entry into China to take root, sales should be improved.
  • Progress is being made in the NASH segment.
  • CAR-T is progressing robustly as we anticipated.
  • To push for robust growth in the coming years, the company is in discussions to potentially acquire a gene-editing company.


“However, to all this should be added something of equal importance if an investment is to prove a genuine bonanza. The largest profits in the investment field go to those who are capable of correctly zigging when the financial community is zagging.” The Father of Growth Investing (Philip Fisher)

On Feb. 7, 2018, Gilead Sciences (NASDAQ:GILD) - a giant bioscience at the forefront of the innovation and commercialization of therapeutics to service various niche markets - traded $2.38 (+2.9%) higher at $82.76 (due to the positive earnings). Since we recommended the firm to subscribers of Integrated BioSci Investing (on Nov. 10, 2017), the stock has appreciated more than 12%. The capital gain is mostly due to the following powerful catalysts powering the company: Chimeric Antigen Receptor and T-Cell Receptor (“CAR-T”) platform, Hepatitis C franchise expansion into the vast China market, as well as nonalcoholic steatohepatitis (“NASH”).

Figure 1: Gilead stock chart. (Source: StockCharts).

At Integrated BioSci Investing (“IBI”), we have much success in finding robust performers. For instance, Nektar Therapeutics (NASDAQ:NKTR) appreciated over 306% for subscribers. Exelixis Inc procured over 55% profits. In this research, we’ll explicate the ramifications of the Q4 earnings for Gilead (and what investors can expect from this stellar growth company).

Fundamentals Analysis

The Foster City, CA, based-firm (Gilead Sciences) is at the forefront of the innovation and commercialization of highly advanced medicines to treat various conditions - HIV/AIDS, cancer, as well as heart, liver and respiratory diseases (as shown in figure 2). As alluded, the company is powered by stellar catalysts (i.e. CAR-T, NASH, and infectious diseases). Despite the temporary downturn in earnings in the recent years, it’s not far from the truth that the firm is gearing up for its next robust growth cycle.

Figure 2: Therapeutic pipeline. (Source: Dr. Tran BioSci).

Earning Highlights

Per figure 3, Gilead reported $5.9B revenues for Q4, 2017,  compared to $7.3B for the same period (a year prior). The net loss for the quarter came in at $3.9B ($2.96 per share loss) versus $3.1B ($2.34 per share) net income. Interestingly, the $1.78 non-GAAP diluted earning per share (“EPS”) beat the market consensus of $1.70 but is still lower than the $2.70 of last year. Of note, the decline is due to the $5.5B charge related to the tax reform. For fiscal 2017, the company procured $26.1B in sales (and $4.6B or $3.51 per share in net income) - a sizeable decline from the $30.4B revenues ($13.5B or $9.94 per share) from the previous year.

Figure 3: 2017 earnings. (Source: Gilead Sciences).

Infectious Disease

The aggregate revenues for the infectious disease segment (HIV/HBV/HCV) came in at $5.2B for Q4 compared to $6.6B for last year. Of this figure, the HIV/HBV franchises procured $3.7B compared to $3.4B for the similar period. The higher revenues for these two franchises are due to the increased uptake of the tenofovir alafenamide-based medicines. Despite favorable sales for HIV/HBV, HCV continues to post declining sales. Notably, this is due to the intense competition in the HCV market from Abbvie (NYSE:ABBV) and others. In light of the said environment, the company is tapping into the vast China market (and recently got Sovaldi to be approved by the China FDA). With the powerful China market as one of the key growth catalysts, we expect that the HCV sales to pick up in 2018 (while both the HIV/HBV continue to improve).

NASH

While the earnings beat the market estimate, the best is yet to come for Gilead. We noted that Gilead is brewing highly powerful growth catalysts to fuel its next growth cycle: one of those is the NASH franchise. Accordingly, the market for NASH (estimated by Global Data across 7-major markets - the USA, Germany, Italy, Spain, UK, and Japan - to grow at 45% CAGR from $618M in 2016 to $25.3B by 2026. Per table 1, there are several firms racing to secure a NASH molecule.

Final Remarks

Of note, this is the preview of the Integrated BioSci Alpha Intelligence research, published in advance to subscribers of Integrated BioSci Investing (a community of expert physicians, scientists, executives, market leaders, and everyday investors). In the aforesaid article, we took the deep-dive into the data analysis (and elucidate the potential upsides) that you can expect from this firm. If you're an investor (or thinking about investing in Gilead Sciences), it's a good idea to check out the pending catalysts of this firm.

Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 306% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 169% gains; Kite Pharma netted 82%; Atara Biotherapeutics (NASDAQ:ATRA) appreciated +166%. Crispr Therapeutics (NASDAQ:CRSP) garned plus 113%.  Exelixis Inc (NASDAQ:EXEL) earned greater than 63% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.
Notably, we’ll increase our price soon. SUBSCRIBE to our marketplace research now to lock in the legacy price and save money in the future.To receive real-time alerts on our articles as well as blogs, be sure to check out our profile page and CLICK the orange FOLLOW button . Asides the exclusivities, this article is the truncated version of the research we published in advance to IBI subscribers. Further, you can read up on Dr. Tran’s background by following this link. If you'd like to get our other once weekly ideas sent to your mailbox, check out Dr. Tran BioSci and sign up with our mailing list.

Thursday, February 1, 2018

An Integrated BioSci Alpha Intelligence On Solid Biosciences: Is This The Silver Bullet For Duchenne Muscular Dystrophy?

Summary

  • Asides CAR-T, gene therapy/editing are going to power the next waves of therapeutic innovation.
  • Recently IPOed, Solid Biosciences is trading northbound.
  • Company is innovating a gene therapy to potentially service the orphan disease (Duchenne muscular dystrophy).
  • Robust cash position from the public offering to fund operating expenses.
  • Significant insider purchases signified their confidence in the company’s prospects.


“When we made the mistake of letting the news out of the bag, we are confronted with the latest reasons that mankind is doomed: global warming/cooling, the evil Soviet empire, recession, inflation, illiteracy, the high cost of healthcare, tribal warfare ... Even the sports page can make you sick. Keeping the faith and stock picking are normally not discussed in the same paragraph, but success in the latter depends on the former.” - The Former Fidelity-Magellan Manager (Peter Lynch)

On Jan. 30, 2017, the shares of Solid Biosciences (NASDAQ:SLDB) - an innovator of gene therapy to manage Duchenne muscular dystrophy - catapulted $3.47 higher to trade at $25.97 for +15.9% gains for the trading session. Back on Jan. 25, the former private firm offered shares to the public at $16.00 (as it began to trade on the Nasdaq stock exchange the next day). Despite that the share price moved southbound in the following days, it reversed course to trade much higher.
 
Figure 1: Solid Bioscience stock chart. (Source: StockCharts)

At Integrated BioSci Investing (“IBI”), we have much success in finding alphas. For instance, Nektar Therapeutics (NASDAQ:NKTR) procured +338% for subscribers. All that being said, we’ll elucidate the underlying fundamentals of Solid and to provide further updates on our investing thesis re gene therapy.

About The Company

Based in the innovation hub (Cambridge, MA), Solid Biosciences went public on Jan. 25, 2018, via J.P. Morgan (NYSE:JMP), Goldman Sachs (NYSE:GS), and Leerink Partners which acted as the joint book-running managers for the said transaction. Accordingly, the firm closed its initial offering of 8.98M shares at $16 (and raised $133.7M). This figure took into account the underwriters’ optional purchased of 1.17M additional shares.

As follows, the company now has plenty of cash to fund its highly promising pipeline to potentially service Duchenne muscular dystrophy. Per figure 2, the three developing franchises include corrective (i.e. gene) therapies, disease-modifying molecules, and assisted devices.

Figure 2: Therapeutic pipeline. (Source: Solid Biosciences)

Duchenne Muscular Dystrophy

Caused by various mutations in the dystrophin genes, Duchenne muscular dystrophy (“DMD”) is an X-linked rare genetic condition that occurs exclusively in (one out of 3.5K to 5K) boys. Due to the defective protein (dystrophin), the muscle tissues become wasted (and are replaced by fat and fibrous scars). Ultimately, this leads to the symptoms of muscles dysfunction such as weakness, inability to walk (in their early teens), as well as heart/lungs failure. The mainstay of disease management is with corticosteroids (prednisone or deflazacort) to improve motor and lungs functioning, strength, as well as to reduce scoliosis risk, and possibly to delay the onset of cardiomyopathy. In addition, eteplirsen of Sarepta Therapeutics (NASDAQ:SRPT), was FDA-approved in Sep. 19, 2016 for the management of patients with the confirmed mutation of the dystrophin genes (amenable to exon 51 skipping).

Of note, the prolonged use of glucocorticoid can result in weight gain, bone thinning (osteopenia), abnormal hair growth (hirsutism), and a cushingoid appearance. Even with the approved treatment, patients, nevertheless, suffer from the progressive decline in muscles function that, in and of itself, results in premature death (when the lungs/heart muscles are involved). Hence, there is a strong demand for better management options.

SGT-001 And Gene Therapy

The novel lead molecule, SGT-001 is a gene therapy that employed the adeno-associated virus (“AAV”) - to transfer the correct dystrophin genes dubbed microdystrophin (to patients suffering from DMD). Notably, preclinical data suggested that it has the potential to slow or stop the disease progression regardless of stage or genetic mutation. Pioneered by the ingenious Drs. Dongsheng Duan and Jeffery Chamberlain, SGT-001 earned the rare pediatric disease designation in both the US and the EMA. And, it is currently being investigated in phase 1/2 clinical trial.

In the prior research, we noted that the FDA approved the gene therapy of Spark Therapeutics (NASDAQ:ONCE) on Dec. 19, 2017. Using the similar AAV vector (as SGT-001’s), Spark’s voretigene neparvovec-rzyl (Luxturna) was approved as the one-time management for patients afflicted with biallelic RPE65 mutation-associated retinal dystrophy. The aforesaid approval lowered the regulatory hurdles for potentially disruptive innovations (gene therapy/editing, and CAR-T). Gene therapy is now an accepted treatment rather than science fiction of the past decades. Notably, most prior works on gene therapy did not bear fruits, as the field was in its infancy. In an article published by John Carroll in ScienceMag,
“Eighteen years ago, the gene therapy field was nearly shoved into oblivion after the death of a patient in a trial being conducted by Penn’s James Wilson. But over the past 10 years investigators, using some of the same technology that Wilson helped create, have mounted a massive comeback effort. In Spark’s case, the Children’s Hospital of Philadelphia played a key role in pushing the early R&D work, giving the biotech a big leg up in the race to get the first such gene therapy into the U.S. market.”

Final Remarks

Of note, this is the preview of the Integrated BioSci Alpha Intelligence research, published in advance to subscribers of Integrated BioSci Investing (a community of expert physicians, scientists, executives, market leaders, and everyday investors). In the aforesaid article, we took the deep-dive into the data analysis (and elucidate the potential upsides) that you can expect from this firm. If you're an investor (or thinking about investing in Solid Biosciences), it's a good idea to check out the pending catalysts of this firm.


Author’s Notes: We’re honored that you took the time out of your busy day to read our market intelligence. Founded by Dr. Hung Tran, MD, MS, CNPR, (in collaborations with Dr. Tran BioSci analyst, Ngoc Vu, and other PhDs), Integrated BioSci Investing (“IBI”) marketplace research is delivering stellar returns since inceptions. To name a few, Nektar Therapeutics (NASDAQ:NKTR) procured more than 337% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 192% gains; Kite Pharma netted 82%; Atara Biotherapeutics (NASDAQ:ATRA) appreciated +166%. Crispr Therapeutics (NASDAQ:CRSP) garned plus 127%.  Exelixis Inc (NASDAQ:EXEL) earned greater than 63% capital appreciation. Our secret sauce is extreme due diligence coupled with expert data analysis. The service features a once-weekly exclusive in-depth Integrated BioSci Alpha-Intelligence article (in the form of research, reports, or interviews), daily individual stocks consulting, and model portfolios.
Notably, we’ll increase our price soon. SUBSCRIBE to our marketplace research now to lock in the legacy price and save money in the future.To receive real-time alerts on our articles as well as blogs, be sure to check out our profile page and CLICK the orange FOLLOW button . Asides the exclusivities, this article is the truncated version of the research we published in advance to IBI subscribers. Further, you can read up on Dr. Tran’s background by following this link. If you'd like to get our other once weekly ideas sent to your mailbox, check out Dr. Tran BioSci and sign up with our mailing list.