BBP News and Press, Virtus LifeSci Biotech Products From 05/09/22

By selling its only growth asset, Viatris has turned out to be a cigar butt investment that still has many puffs left in it due to its strong free cash flow. Debt remains a concern, but the company continues to deleverage thanks to its strong free cash flow and has accelerated the pro...

A phase 2a study using Lomecel-B for Alzheimer's Disease is currently enrolling patients; a prior phase 1 study established excellent safety profile with some efficacy. The global Alzheimer's Disease market could reach $25 billion by 2027. Lomecel-B has several shots on goal; besi...

FBT doesn’t pay any dividend and had a negative price growth over the short term. Barring the inverse funds, all other biotechnology ETFs had a high negative growth over the past 12 months. FBT’s price multiples are around category average, and current price is quite...

KPTI has been devastated by the SIENDO trial failure. The next trial's data will be read out 2 years later. Until then, I see little upside for the stock. For further details see: Karyopharm: Another 2 Year Wait For Data

MorphoSys stock has taken a huge hit since its Constellation buyout. The company has staked an entire existing revenue stream for a development stage asset. The market hasn't taken this kindly. For further details see: MorphoSys May Not Recover From Adventurous Constella...

During the last Fed rate raising cycle, it took the Federal Reserve five years to raise the fed funds rate to 2.50%. The Fed kept rates far too low for far too long and now we are dealing with the consequences. Both fiscal and monetary policy have been highly inflationary, and we are ...

Typically, we look at net new highs as a way to confirm moves in the broader market. At the high last Wednesday, over 90% of S&P 500’s new highs came from defensive sectors. In other words, defensives have been a notable pocket of strength recently. For further de...

Stock markets fell in the first quarter as Russia’s invasion of Ukraine destabilized the growth outlook, amplified concerns about rising interest rates and unleashed geopolitical risks. While the conflict has created many uncertainties, we believe the impact of persistent infla...

The XBI biotech index peaked early last year, and it's now back to where it was in April of 2020. The biopharma stocks got powerfully inflated during 2020 by the pandemic. The biotech stocks are going to need some good news to get moving again. For further details see: B...

Inflation and its implications for real economic growth are the main portfolio positioning consideration of the conflict in Ukraine. On the 8th of March, the U.S. sanctioned Russian energy imports, giving companies 45 days to comply. Higher commodity prices are not the only factor...