Tuesday, January 16, 2018

How To Best Allocate Your Capital In The IBI Long-Term Portfolio?

Summary

  • IBI Long-Term portfolio is compounding over 27% as of Jan. 12, 2018. New portfolio additions are continuing to deliver substantial profits.
  • Despite that the best strategy is to mirror IBI long-term portfolio, there are alternative approaches to capture the lucrative profits in bioscience.
  • This is an abbreviated version of the in-depth Integrated BioSci Alpha-Intelligence research available in advance to our marketplace subscribers.

“Successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can't produce a baby in one month by getting nine women pregnant.” - The Oracle of Omaha (Warren Buffett)

Since Integrated BioSci Investing (“IBI”) commenced operations back on June 27, 2017, we’ve compounded the 27% composite gains for the IBI Long-Term portfolio for the trailing 6-month. Our robust growth is mostly due to the notable performers as depicted in table 1. Accordingly, our picks in Kite Pharma (NASDAQ:KITE), Nektar Therapeutics (NASDAQ:NKTR), Spectrum Pharmaceuticals (NASDAQ:SPPI), Atara Biotherapeutics (NASDAQ:ATRA), Amicus Therapeutics (NASDAQ:FOLD), Exelixis Inc (NASDAQ:EXEL), and Crispr Therapeutics (NASDAQ:CRSP) procured 82%, 282%, 153%, 100%, 62%, 59%, and 45%, respectively.
Figure 1: Notable IBI performers. (Source: Google Finance).

Without further introduction, we’ll share with you the exchange between Dr. Tran BioSci of Integrated BioSci Investing with Len Nguyen ("LN") (that can shed further insight into how to best use the IBI Long-Term Portfolio).

LN: What do you recommend as the percentage of a particular stock in the IBI portfolio that one should allocate?

Dr. Tran: I suggest that investors allocate an equal percentage to all bioscience in the IBI Long-Term portfolio. Notwithstanding, for certain equities that have compelling reasons with nearly 100% certainty that they can trump other issues, I'd double up the stakes (but no more than that). Notably, there are always the random chances that no matter how strong a thesis is, it will not be played out as one anticipated; hence, it’s best to exercise adequate diversification to minimize the risks while maximizing one’s chances of finding the multi-bagger rewards.

LN: Will you notify of sell recommendation when a particular stock in the portfolio is no longer attractive?

Dr. Tran: I will most definitely issue the sell recommendation when any stock (in the IBI Long-Term portfolio) post fundamentals decline (and the chances of rebounding are slim). This way, I can add further value to subscribers.

LN: Re the maximum percentage one should invest in bioscience versus one’s total stock portfolio (i.e. if your total stock portfolio is 100K), how much of this amount would you allocate to biotech investing?

Dr. Tran: There are different strategies to portfolio allocation. The one I'm utilizing takes into consideration of an oncoming recession as well as new opportunities. A recession will surely come in the future; however, Buffett said that one can reliably forecast the exact timing. When it comes, I strongly recommend investors not to sell your shares of IBI holdings: stellar firms with robust fundamentals will rebound to their new highs when the market stabilizes (as great investors like Buffett, Fisher, Lynch, and Mohnish Pabrai advised). I, myself, witnessed that phenomenon during the 2008 recession. Moreover, Pabrai said that during the recession, you can close your eyes, throw a dart, and it'd hit. Most companies that you invest during the recession will increase multiple folds in the subsequent years.

Recession asides, there are great bioscience opportunities that IBI seeks to uncover over time. As the results, I'd leave ample cash in anticipation for both new opportunities as well as an oncoming recession. In applying the aforesaid approach to the 100K portfolio, a good strategy is to allocate $60K into IBI while keeping $40K in cash (to deploy during a recession or whenever opportunities emerge). Furthermore, it’s best to specialize in one niche (i.e. bioscience), where there is high growth (to reward you with market outperformance in the long-term). To every rule, there is at least one exception. And, I’ll keep my eyes on special situations in other industry and alert subscribers accordingly.

Final Remarks

In all, we recommend that investors mirror the IBI Long-Term portfolio. That way, you can ensure that your portfolio has the most number of companies to be strongly diversified. Of note, it is highly difficult to earn over 50% compounded annual gain for a well-diversified portfolio in the long-term. Notwithstanding, one can expect to beat the market with the good rate over the long-haul that will substantially grow your capital. As depicted in figure 2, we calculated the 10-year investment horizon for the IBI Long-Term portfolio - assuming the 27% annual compound gains on $100K of initial capital that is fully invested - and found that IBI should turn your money into about $1M. Last but not least, this is an abbreviated sample of the in-depth Integrated BioSci Alpha Intelligence research, published in advanced and to subscribers of Integrated BioSci Investing (a community of expert physicians, scientists, executives, market leaders, and everyday investors).
Figure 2: A compound interest case study. (Source: TheCalculatorSite)

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 210% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 180% gains; Kite Pharma netted 82%. Exelixis Inc (NASDAQ:EXEL) earned greater than 50% 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.

Saturday, January 13, 2018

An Integrated BioSci Investing Alpha-Intelligence: How To Best Allocate Your Capital In The IBI Long-Term Portfolio?

Summary

  • IBI Long-Term portfolio is compounding over 27% as of Jan. 12, 2018. New portfolio additions are continuing to deliver substantial profits.
  • Notable performers continued to add further values. For those biosciences, it’s not a bad idea to take 25% profits while keeping the rest for the long haul.
  • Despite that the best strategy is to mirror IBI long-term portfolio, there are alternative approaches to capture the lucrative profits in bioscience.
  • We’ll share with readers our exchange with Len Nguyen (a highly insightful partner of our expert community).
  • This is the Alpha-Intelligence for next week that we wish to publish in advanced for subscribers.


“Successful investing takes time, discipline and patience. No matter how great the talent or effort, some things just take time: You can't produce a baby in one month by getting nine women pregnant.” - The Oracle of Omaha (Warren Buffett)

Since Integrated BioSci Investing (“IBI”) commenced operation back on June 27, 2017, we’ve compounded the 27% composite gains for the IBI Long-Term portfolio. Our robust growth is mostly due to the notable performers as depicted in table 1. Accordingly, our picks in Kite Pharma (NASDAQ:KITE), Nektar Therapeutics (NASDAQ:NKTR), Spectrum Pharmaceuticals (NASDAQ:SPPI), Atara Biotherapeutics (NASDAQ:ATRA), Amicus Therapeutics (NASDAQ:FOLD), Exelixis Inc (NASDAQ:EXEL), and Crispr Therapeutics (NASDAQ:CRSP) procured 82%, 282%, 153%, 100%, 62%, 59%, and 45%, respectively.
Figure 1: Notable IBI performers. (Source: Google Finance).

Without further introduction, we’ll share with you the exchange between Dr. Tran BioSci of Integrated BioSci Investing with Len Nguyen (that can shed further insight into how to best use the IBI Long-Term Portfolio).

LN: What do you recommend as the percentage of a particular stock in the IBI portfolio that one should allocate?

Dr. Tran: I suggest that investors allocate an equal percentage to all bioscience in the IBI Long-Term portfolio. Notwithstanding, for certain equities that have compelling reasons with nearly 100% certainty that they can trump other issues, I'd double up the stakes (but no more than that). Notably, there are always the random chances that no matter how strong a thesis is, it will not be played out as one anticipated; hence, it’s best to exercise adequate diversification to minimize the risks while maximizing one’s chances to find the multi-bagger rewards.

You can access the in-depth Integrated BioSci Investing research through our Integrated BioSci Investing marketplace.

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 210% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 180% gains; Kite Pharma netted 82%. Exelixis Inc (NASDAQ:EXEL) earned greater than 50% 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.

Monday, January 8, 2018

An Integrated BioSci Alpha Intelligence On Cryoport: To Profit From The Lucrative CAR-T Market

Summary

  • US FDA recently approved two stellar CAR-Ts (Yescarta and Kymriah).
  • Cryoport signed the long-term contracts to service the aforesaid CAR-Ts.
  • With more CAR-Ts to gain approval by the US FDA (and eventually worldwide), Cryoport can enjoy the substantial earnings increase.
  • Regenerative medicine and animal medicine are posting increasing revenues.
  • Cryoport is a prudent purchase given its small market cap and the substantial prospects in its various franchises.


In the past 52-week, the share price of CryoPort Inc (NASDAQ:CYRX) - a cryogenic logistics solutions provider to the bioscience industry with its packaging, information technology and cold chain expertise - increased by $5.26 to trade at $8.45 (for 165% profits). The elephant in the room is whether investors and traders can expect further upsides from the company. At Integrated BioSci Investing (“IBI”), we have much success in finding robust performers. For instance, Nektar Therapeutics (NASDAQ:NKTR) appreciated over 200% for subscribers. Exelixis Inc procured over 50% profits. In this report, we'll elucidate the investing thesis on CryoPort while providing you with an assessment of the potential upsides.

Figure 1: CryoPort stock chart. (Source: Stockcharts).

About The Company

Based in Irvine, CA, CryoPort is a CAR-T logistic business that also services other areas, including in-vitro fertilization and regenerative medicines which constitute the BioPharma franchise. Moreover, the firm has an animal medicine segment. We consider their business operation as highly capable and opportunistic. There is no better time for its business than now, as the FDA recently approved two stellar CAR-T medicines: Yescarta of Kite Pharma (NASDAQ:KITE), a firm recently acquired by Gilead Sciences (NASDAQ:GILD) and Kymriah of Novartis (NYSE:NVS). As alluded, the two mentioned approvals are just “tips of the iceberg” with many more approvals to come in the subsequent years. Of note, medical innovation is now at the beginning phase of what is considered the revolutionary individualized cancer treatment, CAR-T. This aforesaid approach tends to deliver the best efficacy and safety. And, it is particularly adept at managing resistant cancers.

As CAR-T innovators are growing their business, other firms serving CAR-T developers will also profit from this incoming waves of fortune for early investors that, in and of itself, also deliver hopes in seemingly hopeless situations. Notably, Cryport stands to profits most, as the firm is seemingly a leader in CAR-T logistics. In specific, it transports specimens from CAR-Ts innovators and other clients in a temperature-controlled environment to ensure samples quality.

You can access the in-depth Integrated BioSci Investing research through our Integrated BioSci Investing marketplace.

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 210% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 180% gains; Kite Pharma netted 82%. Exelixis Inc (NASDAQ:EXEL) earned greater than 50% 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.

Saturday, January 6, 2018

An Integrated BioSci Alpha Intelligence: Will Mallinckrodt Become A Successful Turnover Story Of 2018?

Summary

  • The spin-off from Covidien, Mallinckrodt is most likely to perform well in the long-term.
  • Share price took a beating in 2017 due to the declining sales of the flagship, Acthar Gel.
  • The company recently acquired Sucampo Pharmaceuticals to have access to its rare diseases portfolio and the stellar constipation medicine, Amitiza.
  • Amitiza will most likely deliver robust revenues in 2018 to offset the sales decline of Acthar Gel.
  • Recently acquired phase 3 drugs to service the orphan diseases market gives the company more “shots on goal” of finding significant revenue drivers.


“Spin-offs of divisions or parts of companies into separate, freestanding entities often result in astoundingly lucrative investments” - Peter Lynch

Like most spin-offs, the share price of Mallinckrodt (NASDAQ:MNK) - the 2013 daughter-firm that split from Covidien (NYSE:COV) - increased drastically from $43.50 to $132.47 in just over two years. The stock, however, has been trading on the downtrend since 2015. As follows, the stock receded by $29.8 to trade at $23.37 (for 56.3% potential loss) for the past 52-weeks. The change of fortune has been mostly due to the declining sales and controversy surrounding the flagship product, Acthar Gel. Of note, we stated in our prior research that Mallinckrodt recently acquired Sucampo Pharmaceuticals (NASDAQ:SCMP) for $1.2B (and this has important ramifications for Mallinckrodt). In this report, we'll analyze how the aforementioned Sucampo acquisition is most likely to change Mallinckrodt’s fortune as the Questcor acquisition for Acthar Gel once did.

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

About The Company

Before we discuss Mallinckrodt further, let’s take a look at Peter Lynch’s view on spin-offs (as it applies to this investing thesis),

“Spin-offs of divisions or parts of companies into separate, freestanding entities often result in astoundingly lucrative investments. Large parent companies do not want to spin-off divisions and then see those spin-offs get into trouble, because that would bring embarrassing publicity that would reflect poorly on the parents. Therefore, spin-offs typically have strong balance sheets and are well-prepared to succeed as independent entities. Once these companies are granted their independence, new management, and are free to run on their own, they can cut costs and take creative measures that improve the near and long-term earnings. Spinoff companies are often misunderstood and get little attention from Wall Street, making them a fertile area for the shareholders.”

As alluded, the United Kingdom-based firm, Mallinckrodt, split from Covidien in 2013. Thereafter, the company focuses on the development and commercialization of both branded and generics specialty therapeutic-segments. Accordingly, the firm seeks to service areas such as autoimmune, neurology, rheumatology, nephrology, ophthalmology, pulmonology, respiratory, and anesthesiology (as shown in figure 2). The generic subsidiaries include active pharmaceutical ingredients, biologics, medicinal opioids, controlled substances, and acetaminophen. The branded franchises feature corticotropin injection (Acthar), nitric oxide gas (Innomax), acetaminophen injection (Ofirmev), Therakos photopheresis, fibrin sealant (Raplixa), surgical sealant (Preveleak), and topical thrombin (Recothrom).

Figure 2: Branded products portfolio. (Source: Mallinckrodt)

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 210% profits; Spectrum Pharmaceuticals (NASDAQ:SPPI) delivered over 180% gains; Kite Pharma netted 82%. Exelixis Inc (NASDAQ:EXEL) earned greater than 50% 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.