Tracking Healthcare Trends and More

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 |  Includes: ACCP, AGN, BTIM.OB, CENT, DBB, DBP, DNDN, EXAS, GRN, GSK, HITK, MHS, MRGE, SSKN, THC, WCG
by: Mike Havrilla

Below are links and descriptions for 23 new stock indexes I have created, revised, and tracked over the past few years which are now featured at a new website called Investars YOU. The new site includes automated index tracking, allows investors to create custom stock portfolios based on their individual preferences, and now features free access to all of the component stocks in each of my indexes. Some of the top performing stocks from my healthcare indexes on a year-to-date basis are highlighted below.

Cosmetic & Restorative Medicine Index: Allergan (NYSE:AGN) (+38%)

The Cosmetic and Restorative Medicine Index passively tracks the performance of companies that derive over 50% of revenue from any of the following activities:

  1. prescription skin care therapeutics;
  2. medical devices, products, services, OR equipment for procedures which are intended to enhance appearance;
  3. medical devices, products, services, OR equipment for use as joint replacements, tissue repair agents, tissue reconstruction agents, surgical adhesives, and cardiovascular procedures; and
  4. regenerative medicine products, services, and/or an active clinical pipeline which seeks to restore or repair the functionality of lost or damaged organ, tissue, cellular, and genetic material.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

BioMedReports.com Select Index: Access Pharma (OTCQB:ACCP) (+348%)

The BioMedReports.com Select Index is an actively managed model portfolio of 30-40 stocks that will maintain at least a 90% sector weighting in healthcare with a focus on emerging small and micro-cap bio-pharmaceutical companies with market caps below $1 billion. Mid and large-cap stocks with market caps over $1 billion will typically account for about one-third to one-half of the index components.

The selections will be made based on my research, experience, and activities as Managing editor of the website to identify companies which appear as either undervalued or those which are likely to benefit from upcoming binary event catalysts in the form of FDA decisions or key clinical trial results.

Cancer Dx/Tx Micro-Cap Index: Aeterna Zentaris (NASDAQ:AEZS) (+422%)

The passively managed Cancer Diagnostic & Therapeutic (Dx/Tx) Micro-Cap Index constituents reflect a cross-section of emerging cancer companies with market caps below $250 million at the inception date of 4/12/09, including

  1. diagnostics (molecular diagnostics and device-based diagnostics),
  2. lab services (personalized medicine applications to guide and track the effectiveness of cancer treatments),
  3. drug discovery (screening and modifying compounds to achieve anti-cancer effects during the early stages of preclinical and Phase 1 clinical studies),
  4. immunotherapy (a.k.a. cancer vaccines which are designed to stimulate the immune system to eradicate cancer), and
  5. commercial or late-stage (Phase 2-3) clinical development.

Components will only be removed from the index due to mergers, bankruptcies, or other corporate events that result in de-listing of the Company`s stock.

Emerging Diagnostics Index: EXACT Sciences (NASDAQ:EXAS) (+395%)

The Emerging Diagnostics Index is passively managed and tracks the performance of companies with market caps below $250 million at the time of inclusion. The index includes diabetes monitoring device makers, laboratory services, clinical diagnostics, diagnostic imaging, diagnostic equipment makers, and molecular diagnostics.

The index will only be updated to remove components which are no longer trading due to mergers, bankruptcies, or other corporate events that result in de-listing of the Company's stock.

Global Airline Index:

The Global Airline Index passively tracks the performance of companies with market caps over $200 million at the inception date of 7/16/08 which derive over 50% of revenue from passenger airline services. Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Global Carbon Trading Index:

The passively managed Global Carbon Trading Index tracks the performance of companies which generate carbon credits through their business operations and/or are involved with the trading of carbon credits. Examples of these activities include the following: waste-to-energy, landfill or methane gas collection, financial exchanges for carbon credits, carbon credit investment firms, and renewable energy projects that result in the generation of carbon credits (e.g. hydro-power, farming, industrial). The index will only be updated to remove components which are no longer trading due to mergers, bankruptcies, or other corporate events that result in de-listing of the Company`s stock.

Global Generic Drug Index: Hi-Tech Pharmacal (NASDAQ:HITK) (+174%)

The Global Generic Drug Index passively tracks the performance of companies which meet any of the following three requirements:

  1. Derive either $500 million (USD) OR more than 50% of trailing 12-month revenues from the manufacture and sale of any type of generic (off-patent) prescription or over-the-counter (OTC) drug product intended for use by humans, including contract manufacturing services for drug products and biological agents;
  2. Have one or more compound(s) in active clinical development OR have a pending ANDA with the FDA for a generic drug candidate;
  3. As an alternative to the revenue requirement, companies may also qualify by receiving FDA approval for an abbreviated new drug application (ANDA) within the past 12 months.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Global Health IT Index: Merge Healthcare (NASDAQ:MRGE) (+223%)

The Global Health Information Technology (Health IT) Index passively tracks the performance of companies with market caps below $10 billion that derive over either $50 million or 50% of their trailing 12-month revenue from products and services for the following activities:

  1. electronic transmission, storage, and processing of prescriptions;
  2. secure e-mail transmission for healthcare facilities;
  3. electronic transmission, storage, and processing of medical imaging and diagnostic information;
  4. electronic storage and systems for administrative functions of healthcare facilities and medical records;
  5. electronic transmission, storage, and systems for healthcare market data and clinical trial data;
  6. electronic systems, devices, and services for remote, real-time monitoring of patient health parameters;
  7. medical transcription services, products, and systems for conversion into electronic medical records.

Global Metal Mining Index:

The Global Metal Mining Index passively tracks the top-rated companies with market caps over $1 billion at the inception date of 7/22/08 that derive over 50% of revenue from the exploration, mining, extraction, processing, and sale of all types of precious metals, minerals, and industrial metals.

The top rated companies are chosen based on their trailing 12-month stock price performance, market cap weighting, and net income weighting. Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Global Railroad Index:

The Global Railroad Index passively tracks the performance of companies that derive either more than 50% OR $100 million of trailing 12-month revenue from any of the following activities

  1. passenger or freight rail transport services;
  2. railcar and locomotive leasing;
  3. railcar and locomotive fleet management;
  4. rail infrastructure, railcar, locomotive, and railcar/locomotive component parts manufacturing;
  5. railcar, locomotive, and component parts repair or refurbishment. Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Global Stem Cell Index: BioTime (OTC:BTIM.OB) (+103%)

The Global Stem Cell Index is passively managed to track the performance of regenerative medicine companies (with stock prices of at least 15 cents at the time of inclusion) which derive over 50% of revenue or have compound(s) in active pre-clinical or clinical development which are designed to restore, replace, repair, or enhance the functionality or appearance of tissue and organ systems, including all types of embryonic and adult stem cell therapeutics. In addition, all types of products and services for stem cell banking are included in this index.

The index will only be updated to remove components which are no longer trading due to mergers, bankruptcies, or other corporate events that result in de-listing of the Company's stock.

Global Telecom Services Dividend Index:

The Global Telecom Services Dividend Index passively tracks the performance of companies with market caps over $1 billion at the time of inclusion that meet the following requirements:

  1. All such companies must derive at least 50% of their trailing 12-month revenue from any types of voice and data telecom services such as fixed line communications, wireless communications, and internet access provider services and
  2. All such companies must have a trailing 12-month dividend yield of at least 1.5%.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Global Tobacco Index:

The Global Tobacco Index tracks the performance of companies which derive over 50% of their revenue from the distribution or manufacturing of any type of tobacco product (e.g. cigarettes, cigars, chewing tobacco) or any related tobacco supplies (e.g. wrapping papers, tobacco leafs, filters).

The index is passively managed with updates only as needed to reflect mergers, bankruptcies, and other corporate events which affect the component stocks.

Global Trucking & Logistics Index:

The Global Trucking & Logistics Index passively tracks the performance of companies with market caps over $100 million at the time of inclusion that derive at least 50% of trailing 12-month revenue from any of the following activities: logistics and management support services for all types of transportation companies; all types of land-based, roadway freight forwarding freight transportation services; mail package delivery, transportation, and logistics services; and logistics management support services for roadway transportation companies.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Health Benefit Providers Index: WellCare Health Plans (NYSE:WCG) (+80%)

The Health Benefit Providers Index is passively managed to track the performance of retail pharmacies, pharmacy benefit managers, managed care companies, health insurers, hospital pharmacy operators, workers compensation insurers, and specialty health benefit providers. Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in the de-listing of the Company`s stock.

Highly Defensive Index: Medco Health Solutions (NYSE:MHS) (+27%)

The Highly Defensive Index passively tracks the performance of 35 companies based in the Americas, Canada, and Europe with the largest market caps from the following industry groups:

  1. Mass Merchant Discount Retailer (1);
  2. Consumer Staples (11);
  3. Telecom Services (3);
  4. At-Home Services (2): Cable TV/Internet Provider (1), Internet Portal/Search Provider (1);
  5. Electric Utilities - Domestic (U.S. based) (2);
  6. Fast Food Restaurants (1);
  7. Commodities (2): Gold Mining (1) Agri-Biotech (Seeds & Fertilizers) (1);
  8. Healthcare (11);
  9. Aerospace (Non-Commercial) & Defense (1);
  10. Energy (1).

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Nation Cap Leaders Index:

The Nation Cap Leaders Index passively tracks the performance of companies with market caps over $5 billion at the inception date of 8/11/08 which represent the market cap leaders from each nation, spanning developed, emerging, and frontier markets. Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

NordiCaps Region Index:

The NordiCaps Region Index passively tracks the top-rated companies with market caps over $1 billion at the inception date of 7/21/08 that are based in the Nordic Region countries of Sweden, Denmark, Finland, Iceland, and Norway. The top rated companies are chosen based on their trailing 12-month stock price performance, market cap weighting, and revenue weighting.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Preventive Medicine Index: Electro-Optical Sciences (NASDAQ:MELA) (+119%)

The Preventive Medicine Index passively tracks the performance of companies with market caps over $100 million at the time of inclusion that derive over either 50% or $100 million in trailing 12-month revenue from any of the following activities:

  1. human vaccines which are already on the market or in active clinical development;
  2. diagnostics and lab services;
  3. diabetes care; and
  4. vitamins, health supplements, functional foods, and weight loss products or services.

Index components will be removed to reflect corporate events such as mergers and bankruptcies which result in de-listing of the underlying stocks.

Regulatory Catalyst Index: Human Genome Sciences (NASDAQ:HGSI) (+606%)

The Regulatory Catalyst Index tracks the performance of healthcare companies with pending new drug, biological agent, or medical device product decisions at the FDA. The index is actively managed and derived from the BioMedReports.com FDA Calendar database.

Pet Care & Animal Farma Index: Central Garden & Pet (NASDAQ:CENT) (+111%)

The Pet Care & Animal Farma Index passively tracks the performance of companies with market caps below $5 billion at the time of inclusion that are active in the following business segments: animal breeding, animal 'pharming', veterinary stem cells, veterinary services, pet retailers, animal feeds + nutrition, and veterinary medicine + diagnostics.

Favorable growth trends for the pet and animal care industry include

  1. pet spending in the U.S. is estimated at $43.4B in 2008, up from $32.4B in 2003;
  2. about 63% of U.S. households have a pet, which equals over 71M homes; and
  3. the worldwide market for animal healthcare, excluding bulk feed and nutrition products, is expected to reach just under $20B in 2008, experiencing growth of 26% from $15.6B in 2003.

Emerging Bio-Pharma Index: Dendreon (NASDAQ:DNDN) (+435%)

The Emerging Bio-Pharma Index is passively managed and tracks the performance of top-rated companies with market caps between $100 million to $2.5 billion at the time of inclusion. The rating system reflects the following factors: (1) the number of innovative clinical pipeline marketed products, (2) the market cap weighting, (3) the historical stock price return, and (4) the revenue weighting.

Global Hospital Index: Tenet Healthcare (NYSE:THC) (+271%)

The Global Hospital Index passively tracks the performance of companies which derive over 50% of revenue from the following activities: hospitals, inpatient rehabilitation facilities, dialysis facilities, hospice providers, inpatient behavioral healthcare facilities, and ambulatory surgery centers. The revenue requirement for this index excludes the following activities: home healthcare, outpatient medical services, and senior living centers.

Disclosure: Long OTCQB:ACCP, EXAS