3Q19
SOLID TUMOR - GREATER ROLE FOR PARP INHIBITORS
​

3Q19
COMPETITIVE POSITIONING IN HEMATOLOGIC CANCER - LYMPHOMA
​

SMID-CAP BIOTECH COVERAGE

Market
​Cap. ($)
Ticker
Company
Mkt. Price 8/9/19
P/S
YTD
Viola Advisory
​Rating
Viola Advisory
​PT
Upside Potential 52-wk High
Upside Potential PT
9.60B
IONS
Ionis Pharmaceuticals
68.44
12.0
27.3%
Buy
75.00
27%
10%
8.98B
ALNY
Alnylam Pharmaceuticals
80.78
88.9
11.0%
Buy
85.00
54%
5%
9.38B
SRPT
Sarepta Therapeutics
126.11
27.2
17.3%
Buy
170.00
32%
35%
3.65B
NKTR
Nektar Therapeutics
20.92
30.6
-38.9%
Buy
25.00
233%
20%
12.43B
SGEN
Seattle Genetics
76.88
16.4
33.7%
Hold
70.00
10%
-9%
2.75B
IOVA
Iovance Biotherapeutics
22.24
n/a
135.3%
Buy
24.00
20%
8%
Source: Yahoo Finance, YCharts.com and Viola Advisory, LLC

SMID-CAP BIOTECH COVERAGE - Gene Editing/NASH

Market
​Cap. ($)
Ticker
Company
Mkt. Price 8/12/19
P/S
YTD
Viola Advisory
​Rating
Viola Advisory
​PT
Upside Potential 52-wk High
Upside Potential PT
2.67B
CRSP
CRISPR Therapeutics
48.94
2,007.5
72.1%
Buy
57.00
21%
16%
1.20B
EDIT
Editas Medicine
24.04
47.4
7.9%
Buy
33.00
41%
37%
1.32B
SGMO
Sangamo Therapeutics
11.23
17.2
-3.2%
Buy
17.00
71%
51%
2.13B
ICPT
Intercept Pharmaceuticals
65.89
9.8
32.2%
Buy
80.00
103%
21%
1.38B
MDGL
Madrigal Pharmaceuticals
90.47
n/a
18.6%
Buy
100.00
183%
11%
Source: Yahoo Finance, YCharts.com and Viola Advisory, LLC

LARGE-CAP PHARMA/BIOTECH COVERAGE

Market
​Cap. ($)
Ticker
Mkt. Price 8/9/19
Fwd. P/E
YTD
Viola Advisory
​Rating
Viola Advisory
​PT
Upside Potential 52-wk High
Upside Potential PT
215.2B
NVS
90.82
15.8
8.0%
Buy
98.00
5%
8%
43.5B
BIIB
235.80
7.4
-22.6%
Buy
250.00
52%
6%
118.8B
AMGN
196.25
13.0
2.3%
Buy
205.00
7%
4%
117.0B
AZN
44.77
22.5
18.4%
Buy
52.00
1%
16%
82.7B
GILD
65.24
9.4
2.8%
Buy
75.00
22%
15%
Source: Yahoo Finance, YCharts.com and Viola Advisory, LLC

​CLICK IMAGES TO DOWNLOAD REPORTS

2Q19
IOVANCE BIOTHREAPEUTICS
​(IOVA)
​

2Q19
SEATTLE GENETICS
​(SGEN)
​

1Q19
SANGAMO THERAPEUTICS
​(SGMO)

1Q19
IONIS PHARMACEUTICALS (IONS) ALNYLAM PHARMACEUTICALS (ALNY)

1Q19
​SAREPTA
​THERAPEUTICS
​(SRPT)

1Q19
​NEKTAR
​THERAPEUTICS
​(NKTR)

PHARMA/BIOTECH
​4Q18 EARNINGS

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