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Abbott: Where Is Growth Coming From?
Nick Chiu • Mon, Apr 22 • 9 Comments
The Best Pharmaceutical Investments
Catalyst Investments • Wed, Mar 20
PowerShares Dynamic Pharmaceuticals ETF: Big Pharma Looks Abroad to Continue Its Run
Morningstar • Mon, Mar 11 • 1 Comment
ETF Investors Need To Keep An Eye On These 3 Longer-Term Trends
Gary Gordon • Mon, Feb 25 • 1 Comment
ETFs Worth Considering... Even After The S&P 500's 7-Week Streak
Gary Gordon • Fri, Feb 15 • 4 Comments
Domestic ETF Risk-Taking Vibrant, International ETF Risk-Taking Constrained
Gary Gordon • Mon, Feb 11
Merck Earnings Preview: Pharma Mega Cap Begins To Enhance Shareholder Value
Brian Gilmartin • Wed, Oct 24, 2012
Is Big Pharma The Real Tech Story?
Dana Blankenhorn • Tue, Oct 16, 2012 • 1 Comment
Upside / Downside Capture Ratio Can Help Identify Strong Investment Funds
Richard Shaw • Mon, Oct 1, 2012 • 10 Comments
Election Could Make Or Break Health Care ETFs
Tom Lydon • Tue, Sep 18, 2012
The Best ETFs For A Romney-Ryan Republican Victory In 2012
Everyday Finance • Mon, Aug 13, 2012 • 8 Comments
Big Pharma Spells Big Profits For You
Shmulik Karpf • Mon, Jul 30, 2012 • 5 Comments
Pharmaceuticals: Being Lean While The Markets Are Mean
EricFinance • Fri, Jul 13, 2012
Brace Up For Global Recession As Manufacturing Index Slips Below 50
Economics Fanatic • Thu, Jul 5, 2012 • 7 Comments
Top 10 Healthcare ETFs
David Fry • Tue, Jun 19, 2012 • 3 Comments
Pharmaceutical ETFs: A Defensive Play In 2012?
Tom Lydon • Wed, Apr 25, 2012 • 1 Comment
As The Supreme Court Mulls Health-Care Reform, The Sector Looks Cheap
Morningstar • Wed, Mar 28, 2012
Are Pharmaceuticals Set For A Run?
Villi Grdovich • Tue, Mar 13, 2012 • 7 Comments
Momentum Trading Strategies Part VII: Hot Hands ETFs 2011 Summary
Fredrik Arnold • Mon, Jan 16, 2012 • 2 Comments
Momentum Trading Strategies Part VI: Hot Hands ETFs Seek Direction In December
Fredrik Arnold • Sun, Jan 15, 2012 • 3 Comments

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Re-Evaluating Your Healthcare Exposure: A Sector ETF Overview
Morningstar • Thu, Mar 4, 2010

Abbott: Where Is Growth Coming From?
Nick Chiu • Mon, Apr 22 • 9 Comments
The Best Pharmaceutical Investments
Catalyst Investments • Wed, Mar 20
PowerShares Dynamic Pharmaceuticals ETF: Big Pharma Looks Abroad to Continue Its Run
Morningstar • Mon, Mar 11 • 1 Comment
ETF Investors Need To Keep An Eye On These 3 Longer-Term Trends
Gary Gordon • Mon, Feb 25 • 1 Comment
ETFs Worth Considering... Even After The S&P 500's 7-Week Streak
Gary Gordon • Fri, Feb 15 • 4 Comments
Domestic ETF Risk-Taking Vibrant, International ETF Risk-Taking Constrained
Gary Gordon • Mon, Feb 11
Merck Earnings Preview: Pharma Mega Cap Begins To Enhance Shareholder Value
Brian Gilmartin • Wed, Oct 24, 2012
Is Big Pharma The Real Tech Story?
Dana Blankenhorn • Tue, Oct 16, 2012 • 1 Comment
Upside / Downside Capture Ratio Can Help Identify Strong Investment Funds
Richard Shaw • Mon, Oct 1, 2012 • 10 Comments
Election Could Make Or Break Health Care ETFs
Tom Lydon • Tue, Sep 18, 2012
The Best ETFs For A Romney-Ryan Republican Victory In 2012
Everyday Finance • Mon, Aug 13, 2012 • 8 Comments
Big Pharma Spells Big Profits For You
Shmulik Karpf • Mon, Jul 30, 2012 • 5 Comments
Pharmaceuticals: Being Lean While The Markets Are Mean
EricFinance • Fri, Jul 13, 2012
Brace Up For Global Recession As Manufacturing Index Slips Below 50
Economics Fanatic • Thu, Jul 5, 2012 • 7 Comments
Top 10 Healthcare ETFs
David Fry • Tue, Jun 19, 2012 • 3 Comments
Pharmaceutical ETFs: A Defensive Play In 2012?
Tom Lydon • Wed, Apr 25, 2012 • 1 Comment
As The Supreme Court Mulls Health-Care Reform, The Sector Looks Cheap
Morningstar • Wed, Mar 28, 2012
Are Pharmaceuticals Set For A Run?
Villi Grdovich • Tue, Mar 13, 2012 • 7 Comments
Momentum Trading Strategies Part VII: Hot Hands ETFs 2011 Summary
Fredrik Arnold • Mon, Jan 16, 2012 • 2 Comments
Momentum Trading Strategies Part VI: Hot Hands ETFs Seek Direction In December
Fredrik Arnold • Sun, Jan 15, 2012 • 3 Comments

There are no Transcripts on IHE.

Investing lessons from skinny monkeys

at MarketWatch.com (Aug 31, 2012)
ETF Entrance Into Gold Rush Proves Rewarding But Volatile

at CNBC.com (Aug 9, 2011)
Stocks Will Move Higher After Correction: Stock Pickers

at CNBC.com (May 17, 2011)
Analyst Watch: Top Trades for the Next Six Months

at CNBC.com (Jul 15, 2010)
Jim Lowell: Careful picks for a volatile July

at MarketWatch.com (Jul 1, 2010)

IHE vs. ETF Alternatives

IHE Description

The iShares Dow Jones U.S. Pharmaceuticals Index Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Pharmaceuticals Index.
See more details on sponsor's website

Sector: Healthcare

Country: United States

Key Info

In Your Portfolio: A Guide to Sector ETFs, A Guide to Healthcare, Pharma and Biotech ETFs
Asset Class Performance: Themes & Subsectors, Sectors

All
| Earnings
| Dividends
| M&A
| On the move

Monday, May 6, 1:36 PM Merck (MRK -1.3%) gets no love today from the FDA's approval of Liptruxet late Friday, as the stock is likely dragged down with the rest of the big pharma names on the back of a CNBC report that criticizes their earnings so far. The article points to the fact that pharmaceutical companies have seen a 4.7% contraction in earnings, and a 3.2% drop in revenue this quarter. Why? Morningstar's Damien Cover says there are two primary reasons: FX impact, especially from the yen, and intensified generic competition from patent losses. Comment! [Healthcare, On the Move]
Tuesday, April 16, 9:25 AM There's not too many surprises in ETF action yesterday, with areas like the bond market (AGG), real estate (IYR), low volatility (SPLV), and pharmaceuticals (IHE) seeing big inflows, and small caps (IWM), energy (XLE), energy exploration (XOP), and materials (XLB) seeing a wave of cash exit. Comment!
Monday, August 20, 2012, 4:24 PM While 80% of S&P 500 stocks are above their 50-day moving average, all of the defensive sectors - Telecom, Consumer staples, Health care, Utilities - have readings below that. The most defensive of them all - Utilities - shows just 39% of the sector above the 50-day, a sharp change from just 2 weeks ago, when 90% were above. "The dynamic has clearly changed," writes Bespoke, with cyclical sectors now leading the charge. 7 Comments
Friday, August 17, 2012, 8:59 AM Another graphic look (via ukarlewitz) at the recent rally which is notable for its rotation into roughed up sectors like Energy, Materials, Industrials, and Discretionary, and out of popular defensive plays like Utilities, Health Care, and Staples. Have the hedge funds been caught wrong-footed again? 2 Comments
Tuesday, August 7, 2012, 11:28 AM A graphic look at the rotation into neglected sectors - Energy (XLE), Discretionary (XLY), Cyclical (FCL), and Retail (XRT) are all moving higher the past few sessions, while the popular mREITs (represented by NLY), Utilities (XLU), Pharmaceuticals (IHE), and Staples (XLP) all sell off. 4 Comments
Monday, April 30, 2012, 5:20 AM Pure pharmaceuticals players, like AstraZeneca (AZN), Bristol-Myers (BMY) and Eli Lilly (LLY), are likely to face higher earnings pressure over the next three years than more-diversified firms like J&J (JNJ) or Bayer (BAYRY.PK), says Fitch. Cash-rich pure-players with a relatively weak R&D pipeline, like AZN, may be tempted to go on buying sprees. Comment! [Healthcare, Quick Ideas]
Tuesday, April 17, 2012, 1:29 PM Express Scripts (ESRX +2.5%) says prescription drug spending fell to 2.7% growth in 2011 - the slowest pace in 18 years - due to the introduction of generic medicines that tempered price increases. The company notes that the average co-payment for consumers fell to $12.02 a prescription from $12.10 a year before. Comment! [Healthcare]
Tuesday, April 3, 2012, 10:04 AM Push comes to shove as pricey life-saving cancer drugs run up against government austerity programs and private payers unwilling to share costs for drugs that run as high as $100K a year. While Big Pharma argues that advanced technology will save money on the development side, companies such as PFE, BMY, RHHBY, and BAYRY.PK run the risk of seeing reduced profits with government-mandated price cuts for their most expensive drugs. 4 Comments [Healthcare, Quick Ideas]
Wednesday, March 14, 2012, 2:33 PM Downsizing: Only two of the top ten drugmakers increased their promotional spending last year, according to analysis from Cegedim Strategic Data. Overall, global investment on sales and marketing declined 3.4% to $92B. Comment! [Healthcare]
Wednesday, January 18, 2012, 12:01 PM Research from Frost & Sullivan breathes some life into the potential for generic drug makers with its new projections that the global market for generics could tip the scales at $231B in 2017 - repping an annual growth rate of close to 10%. The biggest drivers for the stellar growth should be blockbuster drugs that fall off their patents and the "huge potential" for copycat drug sales in emerging markets such as China, India, and Brazil. Comment! [Healthcare, Quick Ideas]
Friday, January 13, 2012, 1:35 PM Affymax (AFFY -0.3%) CEO John Orwin says the days of biotech companies seeing their share price bid up on potential is over, as investors wait it out to see if firms hash out issues with reimbursements, regulatory hurdles, and safety concerns. "There was a time when products got full value prior to launch. I think we have now swung back in the other direction." Comment! [Healthcare]
Tuesday, December 27, 2011, 2:54 PM Reuters' John Wasik identifies health care as a sector that will grow in 2012 on the strength of a long-term demographic trend that is pushing up demand for medical services, devices, and pharmaceuticals. He argues that while big pharma ETFs could see a gain, a focus on generic pharmaceutical names looks to be an even better bet as governments and companies look to cut costs. Big pharma ETFs: XPH, IHE, PJP, PPH, DRGS. Generic pharma firms: IPXL, MYL, PRX, TEVA, WPI, PRGO. Comment! [Healthcare, Quick Ideas]
Tuesday, December 27, 2011, 5:25 AM It could be a very tough year for pharmaceutical firms, which face a slew of patent expiries and new costs from healthcare reforms. Market research firm CreditSights pegs Bristol-Myers (BMY) and Eli Lilly (LLY) as likely to be next year's hardest-hit pharmas, while Abbott (ABT) and J&J (JNJ) will remain relatively sheltered. Comment! [Healthcare]
Wednesday, December 14, 2011, 7:50 AM Fitch is establishing a negative 2012 outlook for pharmaceutical companies, arguing soft demand, patent expirations, and government spending cuts will take a toll on the industry; the patent expirations (I, II, III) are seen affecting LLY, BMY, and PFE the most. Fitch also sees pharmas responding to these challenges by stepping up their M&A activity. Comment! [Healthcare, Quick Ideas, M&A]
Tuesday, December 6, 2011, 12:48 PM Sanford Bernstein analyst Tim Anderson's take on Eli Lilly (LLY +3.3%) offers a surprisingly candid view on the roulette-like risks involved in betting on drug company stocks with his estimate that LLY could clear $9B in sales of solanezumab by 2020 or misfire completely with its investment. Anderson on the sector: "Eli Lilly and several of its competitors are willing to spend hundreds of millions of dollars on what is essentially a massive lottery ticket." Comment! [Healthcare, Quick Ideas]
Monday, November 7, 2011, 9:12 AM Shares of Merck (MRK) nudge up 0.3% premarket after JPMorgan maintains an Overweight rating and a $44 price target along with a ringing endorsement. "While we are not expecting many major surprises on the R&D front... we see a number of interesting late-stage assets in the MRK pipeline and, importantly, continue to view Merck as having one of the strongest core portfolios in pharma." Comment! [Healthcare]

IHE iShares Dow Jones US Pharmaceuticals ETF

IHE

iShares Dow Jones US Pharmaceuticals ETF