PowerShares Dynamic Pharmaceuticals Portfolio ETF(PJP)- NYSEARCA
  • Thu, Apr. 14, 3:58 AM
    | Thu, Apr. 14, 3:58 AM | 7 Comments
  • Tue, Mar. 15, 4:07 AM
    • The average price of branded prescription drugs in the U.S. has doubled in the past five years, a finding that threatens to fuel the political backlash against high prices.
    • Express Scripts (NASDAQ:ESRX), the country's largest pharmacy group, said the average wholesale price of branded medicines, which are protected by patents, rose 16% last year and was up a total of 98% since 2011.
    • High drug costs have become a persistent theme in the current U.S. election campaigns, with both the Democratic and Republican frontrunners, Hillary Clinton and Donald Trump, pledging to crack down on elevated prices.
    • ETFs: XLV, IYH, VHT, PJP, CURE, HQH, XPH, RXL, FXH, IHE, FHLC, PPH, RYH, THQ, RXD
    | Tue, Mar. 15, 4:07 AM | 20 Comments
  • Oct. 26, 2015, 11:39 AM
    • It's been a "remarkable turn" in relative performance, says Deutsche Bank's David Bianco, noting health care was about 1K basis points ahead of the S&P 500 as recently as mid-August, but both are now about flat and neck-and-neck year-to-date.
      "We find this reversal unwarranted and think health care could surge into year-end," says Bianco, and if the move doesn't come in 2015, it'll surely happen next year. As for valuation, health care is selling for 14.7x 2016E EPS vs. the S&P 500 at 16x - this even as health care's expected 6% sales growth should easily trump that of nominal GDP and the S&P 500. Biano sees 6-9% EPS growth, also better than the S&P.
    • Focus on the big picture, says Bianco: "We believe growth in health care products will stay strong owing to an aging population and increasing efforts to treat conditions with drugs and maximize the productivity of scarce healthcare labor with as many tools and conveniences as conceivable." He likes S&P 500 biotech, pharma, devices, equipment, supplies, tech, and tools, but is cautious on managed care and other healthcare services and facilities.
    • ETFs: IBB, IYH, XLV, XBI, VHT, PJP, BBH, FBT, HQH, CURE, XPH, HQL, PBE, FXH, RXL, IHE, FHLC, SBIO, IHF, PPH, IHI, XHS, RYH, BBC, THQ, PSCH, BBP, XHE, RXD, CNCR, LABD, LABU, UBIO, ZBIO
    | Oct. 26, 2015, 11:39 AM | 15 Comments
  • Oct. 13, 2015, 3:49 PM
    • Getting out in front of what should be more bashing of their business models at the Democratic debate tonight, the healthcare names (XLV -1.3%) have about doubled the decline in the S&P 500. Within healthcare, it's the biotechs (IBB -3.1%) and pharmaceuticals (XPH -3.2%) leading the way south.
    • Celgene (CELG -3.3%), Biogen (BIIB -3.6%), Amgen (AMGN -3.5%), Allergan (AGN -4.1%), Mylan (MYL -3.6%)
    • The biotech heavy Russell 2000 (IWM -1.4%) is feeling the pain as well.
    • ETFs: IBB, IYH, XLV, XBI, VHT, PJP, BBH, FBT, HQH, CURE, XPH, HQL, PBE, FXH, RXL, IHE, FHLC, SBIO, PPH, RYH, BBC, THQ, BBP, RXD, LABU, LABD, UBIO, ZBIO
    | Oct. 13, 2015, 3:49 PM | 27 Comments
  • Sep. 25, 2015, 3:07 PM
    | Sep. 25, 2015, 3:07 PM | 134 Comments
  • Sep. 18, 2015, 10:35 AM
    • The Direxion Daily Pharmaceutical & Medical Bull 2X Shares (PILL) and the Daily Pharmaceutical & Medical Bear 2X Shares (PILS) each come with a net expense ratio of 0.80%.
    • Related ETFs: PJP, XPH, IHE, PPH
    | Sep. 18, 2015, 10:35 AM
  • Aug. 4, 2015, 11:50 AM
    • The FDA approves privately-held Aprecia Pharmaceuticals' Spritam for the treatment of epilepsy. The market launch will commence in Q1 2016.
    • What's unusual about the dissovlable tablet is that it is manufactured via 3D printing, the first approved prescription medication made this way. The company employs the process to enable the delivery of high-dose medications in a rapidly disintegrating form, developed via its proprietary ZipDose Technology.
    • (NYSEARCA:PJP) (NYSEARCA:IHE) (NYSEARCA:XPH) (NYSEARCA:PPH)
    | Aug. 4, 2015, 11:50 AM
  • May 5, 2015, 4:09 AM
    | May 5, 2015, 4:09 AM
  • Apr. 8, 2015, 3:23 PM
    • What's the Market Vector Israel ETF (ISRA +2.9%) doing owning a 12% stake in Perrigo? It turns out Perrigo has a stock listing in Tel Aviv as well, thanks to its 2005 purchase of Agis Industries, then Israel's 2nd-largest drug maker.
    • In fact, Perrigo is the only non-Israeli company in the country's benchmark TA-25 Index.
    • The iShares U.S. Pharma ETF (IHE +2.4%) and the PowerShares Dynamic Pharma ETF (PJP +2.5%) are also on the move thanks to Perrigo.
    • Source: Barron's
    • Previously: Mylan makes $205/share bid for Perrigo; Generic firms rally (April 8)
    | Apr. 8, 2015, 3:23 PM | 1 Comment
  • May 8, 2014, 7:35 AM
    • China intends to end price limits on low-cost drugs after the controls caused quality problems and shortages.
    • China's economic planning body, the National Development & Reform Commission, will lift price caps on 280 drugs provided by Western companies and 250 Chinese patent medicines.
    • Sanofi (SNY) and Pfizer (PFE) said it's too early to ascertain the impact of the new policy. Other companies that could be affected include GlaxoSmithKline (GSK).
    • ETFs: IYH, IBB, XLV, XBI, VHT, BIB, PJP, BBH, FBT, PBE, XPH, CURE, FXH, IHE, RXL, IRY, IXJ, PPH, BIS, FHLC, PSCH, RYH, PTH, DRGS, RXD
    | May 8, 2014, 7:35 AM
  • Apr. 25, 2014, 2:49 PM
    • Much of the high tech equipment hospitals use can be easily hacked and could pose a significant danger to patients according to the head of information security at Essentia Health.
    • Imaging equipment, insulin pumps, defibrillators and refrigerators that store blood and drugs are examples of networked gear that have remote access control features.
    • The devices' software is plagued by common security holes like weak passwords, lack of authentication to access, easy-to-determine default and hard-coded passwords and embedded web servers and administrative interfaces that make it easy to identify and manipulate devices once found on the network.
    • Hospital are apparently just waking up to the potential risks.
    • Last spring, the FDA and DHS issued a notice to the health care industry about problems with hard-coded passwords after researchers found issues in ~300 devices.
    • ETFs: IYH, IBB, XLV, XBI, VHT, BIB, PJP, BBH, FBT, PBE, XPH, CURE, FXH, IHE, RXL, IRY, IXJ, PPH, IHI, BIS, IHF, FHLC, XHS, PSCH, RYH, XHE, PTH, DRGS, RXD
    | Apr. 25, 2014, 2:49 PM
  • Apr. 22, 2014, 12:14 PM
    | Apr. 22, 2014, 12:14 PM
  • Apr. 22, 2014, 11:33 AM
    • The FDA proposes an "Expedited Access PMA" (EAP) process for medical devices that treat or diagnose patients with serious conditions whose medical needs are unmet by current technology. The program features earlier and more interactive participation by agency staff to collaboratively develop a plan for the collection of the scientific and clinical data to support approval. The EAP aims to reduce certain devices' development times in addition to the expected shortened premarket review.
    • Eligible devices must fit the following profile: 1) be intended to treat or diagnose a life-threatening or irreversibly-debilitating disease or condition and 2) represent one of the following: no approved alternative treatment/diagnostic exists or it represents a breakthrough technology that provides a clinically meaningful advantage over existing technology or offers a significant clinically meaningful advantage over currently-available alternatives or the device's availability is in the patient's best interest.
    • The proposed EAP builds on the Expedited Access Program for pharmaceuticals that the FDA launched in 2011.
    • Draft guidance
    • Healthcare ETFs: IYH, IBB, XLV, XBI, VHT, BIB, PJP, BBH, FBT, PBE, XPH, CURE, FXH, IHE, RXL, IRY, IXJ, PPH, IHI, BIS, IHF, FHLC, XHS, PSCH, RYH, XHE, PTH, DRGS, RXD
    | Apr. 22, 2014, 11:33 AM
  • Apr. 17, 2014, 1:30 PM
    • Scientists create patient-specific cell lines from the skin cells of two adult men in a procedure called somatic cell nuclear transfer demonstrating that the technique can work for people of all ages. The embryonic cells are genetically identical to the donor and have profound therapeutic potential.
    • The cloning procedure is difficult, however. Only one in thirty-nine attempts was successful.
    • In therapeutic cloning, a jolt of electricity fuses a grown cell (e.g. skin cell) with an ovum whose DNA has been removed. After ~5 days of dividing and multiplying it develops into a hollow sphere-shaped embryo. The interior cells are pluripotent stem cells which can develop into many different kinds of cells. The goal is to coax them to develop into specialized cells for therapeutic purposes.
    • Complicating the ability to create patient-specific cell lines for millions of people are women's reticence over donating eggs, a sometimes painful process. Widespread donations may not be ultimately necessary since many people have genetically similar immune systems so 100 human embryonic stem cell lines would match over 50% of the U.S. population according to the co-author of the study, Dr. Robert Lanza.
    • Healthcare ETFs: IYH, IBB, XLV, XBI, VHT, BIB, PJP, BBH, FBT, PBE, XPH, CURE, FXH, IHE, RXL, IRY, IXJ, PPH, IHI, BIS, IHF, FHLC, XHS, PSCH, RYH, PTH, XHE, DRGS, RXD
    | Apr. 17, 2014, 1:30 PM
  • Apr. 17, 2014, 8:04 AM
    • In a novel cancer study funded with $42M by Cancer Research UK, scientists will test up to 14 different cancer drugs at the same time within one clinical trial. The objective is to identify the most effective treatments for advanced lung cancer by targeting specific rare genetic mutations.
    • The new approach will select a range of drugs for a specific patient instead of designing a study around a specific drug. In a profound change it eliminates randomization, the hallmark of clinical trial design.
    • Some mutations occur on only 1% - 2% of patients so the traditional method of clinical trial design is too expensive, time-consuming and inefficient.
    • AstraZeneca (AZN) will supply up to twelve experimental drugs that will be given to patients who do not show one of twenty-one sets of genetic abnormalities.
    • Pfizer (PFE) will supply its lung cancer drug Xalkori plus the experimental breast cancer drug palbociclib.
    • About 15-20 patients will be involved in the trial. Those drugs that show no benefit will be quickly dropped while those showing efficacy will be fast-tracked into larger-scale testing.
    • Healthcare ETFs: IYH, IBB, XLV, XBI, BIB, VHT, PJP, BBH, FBT, PBE, XPH, CURE, FXH, IHE, RXL, PPH, BIS, FHLC, PSCH, RYH, PTH, DRGS, RXD
    | Apr. 17, 2014, 8:04 AM
  • Apr. 4, 2014, 1:12 PM
    | Apr. 4, 2014, 1:12 PM | 6 Comments
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