Vermilion Macro Vision: Health Care Sector Synopsis
Health Care Sector: Overweight. Health Care took up residency four weeks ago at the top of our relative strength rankings, and has yet to budge. Widespread top-down and bottom-up improvements are visible, ranging from breakouts in biotechs to continued strength in medical devices. It's for these reasons that we upgraded the Sector three weeks ago to overweight from market weight.Internally, leadership is widespread. Over two-thirds of our Health Care Groups are ranked in the top-third of our database (i.e. RSR “1-10â€). Several actionable Groups: biotechs (BIIB, CELG, INCY, REGN, VRTX), Health Care Equipment (RMD, TLGT), Diagnostics (FMS, LH), Drug Delivery (CTLT, PODD), and Life Science Instruments (STE, BRKR).
Biogen is a biopharmaceutical company focused on discovering, developing and delivering therapies for people living with neurological and neurodegenerative diseases as well as related therapeutic adjacencies. The company's main growth areas include multiple sclerosis (MS) and neuroimmunology; Alzheimer's disease and dementia; neuromuscular disorders, including spinal muscular atrophy (SMA) and amyotrophic lateral sclerosis; movement disorders, including Parkinson's disease; and ophthalmology. The company's marketed products include TECFIDERA, AVONEX, PLEGRIDY, TYSABRI, VUMERITY and FAMPYRA for the treatment of MS, SPINRAZA for the treatment of SMA and FUMADERM for the treatment of severe plaque psoriasis.
Vermilion Research delivers timely, actionable, and unique research inputs to professional investors. Our research strategists highlight securities which we believe are at major inflection points, based on our various proprietary technical indicators, and offer asymmetric risk/return profiles. We believe our research methodology, which is not limited by industry sector or market capitalization, enables us to deliver superior investment recommendations.
Our process begins by organizing all actively traded stocks into coherent sectors, then into logical industry groups. We then apply our proprietary relative strength tools to identify developing price trends. Once attractive trends are identified within a selected sectors or groups, we screen for individual stocks which we believe offer the best risk/reward profile. Vermilion offers U.S. and global equity market research products. Vermilion’s research team, which has received numerous awards and accolades, has a combined 70 year of experience in the analysis of investment securities.
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