Re: Farmas USA
Entrevista a DoctoRx sobre prespectivas 2018 en el sector...
https://seekingalpha.com/article/4134337-doctorx-positions-2018-biotech-fights-fed
- Fed policy is a potential headwind, especially for more speculative biotech stocks.
- In the US, there is little opportunity for healthcare as a whole to grow further as a share of GDP. Within healthcare, however, biotech can grow its share.
- My candidate for center stage among specific drugs and technologies is cell-based therapies, widely known as CAR-T drugs, currently led by Novartis and Gilead.
- I'm encouraged on a longer-term basis for the biotech sector due to many leaders having P/Es below that of the S&P 500.
- I'm ready for biotech, as judged by an ETF like IBB, to be an average performer in 2018 but an above-average performer on a longer-term time frame.