LARGE-CAP PHARMA/BIOTECH COVERAGE

Ticker
Mkt. Price 2/5/19
Fwd. P/E
YTD
Viola Advisory
​Rating
Viola Advisory
​PT
Upside Potential 52-wk High
Upside Potential PT
Dividend Yield
NVS
88.95
15.1
5.8%
Buy
100.00
4%
12%
3.36%
BIIB
336.99
11.6
10.6%
Buy
350.00
15%
4%
n/a
AMGN
188.31
12.7
-1.9%
Buy
205.00
12%
9%
3.02%
CELG
88.14
7.0
32.3%
Hold
90.00
14%
2%
n/a
AZN
37.00
12.7
-2.1%
Buy
42.00
13%
14%
3.89%
GILD
67.68
9.5
6.7%
Buy
80.00
25%
18%
3.25%
Source: Yahoo Finance and YCharts.com

SMID-CAP BIOTECH COVERAGE - GENE EDITING

Company
Ticker
Mkt. Cap
3/18/19 Mkt. Price
YTD
Clinical Trial Phase
Key Disease Targeted
CRISPR Therapeutics
CRSP
1.98B
37.88
33.3%
Phase 1/2
Sickle cell disease; Beta-thalassemia​
Editas Medicine
EDIT
1.17B
23.97
7.1%
Phase 1/2
Leber Congenital Amaurosis Type 10 (LCA10)
Intellia Therapeutics
NTLA
758.0M
16.71
29.5%
pre-clinical
Transthyretin Amyloidosis (ATTR); Acute Myeloid Leukemia (AML)
Sangamo Therapeutics
SGMO
1.01B
9.80
-15.3%
Phase 1/2
Hemophilia A & B; Beta-thalassemia; MPS Type 1 & 2; Fabry disease
Source: Yahoo Finance, YCharts.com, biopharmcatalyst.com

SMID-CAP BIOTECH COVERAGE - NASH

Company
Ticker
Mkt. Cap
3/18/19 Mkt. Price
YTD
Clinical Trial Phase
Key Disease Targeted
Intercept Pharmaceuticals
ICPT
3.37B
113.56
16.5%
Phase 3
Adult non-alcoholic steatohepatitis (NASH); NASH patients with compensated cirrhosis
Madrigal Pharmaceuticals
MDGL
2.2B
143.66
28.3%
Phase 3
Non-alcoholic steatohepatitis (NASH)
Viking Therapeutics
VKTX
610.8M
8.50
1.4%
Phase 2b (2H19)/Phase 2​
NASH (Phase 2b to be initiated in 2H19); Non-alcoholic Fatty Liver Disease (NAFLD)
Source: Yahoo Finance, YCharts.com, biopharmcatalyst.com

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1Q19 SAREPTA THERAPEUTICS
​(SRPT) SUMMARY

PHARMA/BIOTECH
​4Q18 EARNINGS

1Q19 NEKTAR THERAPEUTICS
​(NKTR) SUMMARY

PHARMA/BIOTECH INITIATION
​& 3Q18 EARNINGS

DRUG SUPPLY CHAIN

2Q18
​RETAIL PHARMACY/PBM

1Q18

RETAIL PHARMACY/PBM

DRUG WHOLESALERS

HEALTH PAYERS

RETAIL PHARMACY INITIATION
​& 4Q17 EARNINGS

HEALTHCARE MERGERS (CVS/Aetna & Cigna/ESRX): PUTS & TAKES