- Replacing a mutated gene that causes disease with a healthy copy of the gene.
- Inactivating, or “knocking out,” a mutated gene that is functioning improperly.
- Introducing a new gene into the body to help fight a disease.
So today I just want to do an initial assessment of a few of the top gene therapy companies and see what their fundamentals and technicals look like. I think that gene therapy is on the verge of introducing several blockbuster drugs over the next several years and those companies are expected to earn billions of dollars in profits. Obviously I want to be part of that as I intend to own shares in these companies.
(Summary) (Company) (Chart)
1 October 2017 Price $17.05 1yr Target $20.00 Analysts 6 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 17.30% Yield 0.00% 1yr Tot Return 17.30% P/E --- PEG --- Beta 2.41 | EPS (ttm) $-0.60 EPS next yr $-0.78 Forward P/E --- EPS next 5yr --- 1yr Price Support --- Market Cap $682.85 Mil Revenues $0.80 Mil Earnings $-23.30 Mil Profit Margin 0.00% Quick Ratio 14.00 Current Ratio 14.00 Debt/Equity 0.00 | 1yr RevGR -14.42% 3yr RevGR -24.00% 5yr RevGR -13.54% 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -23.90% ROE -26.70% |
(Summary) (Company) (Chart)
1 October 2017 Price $96.73 1yr Target $107.69 Analysts 13 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 11.33% Yield 0.00% 1yr Tot Return 11.33% P/E --- PEG --- Beta --- | EPS (ttm) $-4.93 EPS next yr $-5.46 Forward P/E --- EPS next 5yr 9.25% 1yr Price Support --- Market Cap $2.94 Bil Revenues --- Earnings $-134.20 Mil Profit Margin 0.00% Quick Ratio 15.60 Current Ratio 15.60 Debt/Equity 0.00 | 1yr RevGR --- 3yr RevGR --- 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -42.20% ROE -45.60% |
(Summary) (Company) (Chart)
1 October 2017 Price $137.35 1yr Target $116.47 Analysts 15 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain -15.21% Yield 0.00% 1yr Tot Return -15.21% P/E --- PEG --- Beta 2.04 | EPS (ttm) $-7.36 EPS next yr $-6.96 Forward P/E --- EPS next 5yr --- 1yr Price Support --- Market Cap $6.43 Bil Revenues $26.70 Mil Earnings $-288.00 Mil Profit Margin --- Quick Ratio 14.40 Current Ratio 14.40 Debt/Equity 0.13 | 1yr RevGR -56.29% 3yr RevGR -32.43% 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -25.20% ROE -32.20% |
(Summary) (Company) (Chart)
1 October 2017 Price $93.07 1yr Target $111.57 Analysts 21 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 19.87% Yield 0.00% 1yr Tot Return 19.87% P/E --- PEG --- Beta 1.84 | EPS (ttm) $-1.02 EPS next yr $-0.25 Forward P/E --- EPS next 5yr 25.00% 1yr Price Support --- Market Cap $16.29 Bil Revenues $1.20 Bil Earnings $-174.60 Mil Profit Margin --- Quick Ratio 2.70 Current Ratio 3.90 Debt/Equity 0.24 | 1yr RevGR 25.53% 3yr RevGR 23.78% 5yr RevGR 20.40% 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -4.40% ROE -6.40% |
(Summary) (Company) (Chart)
1 October 2017 Price $89.16 1yr Target $91.00 Analysts 14 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 2.06% Yield 0.00% 1yr Tot Return 2.06% P/E --- PEG --- Beta --- | EPS (ttm) $-6.38 EPS next yr $-5.01 Forward P/E --- EPS next 5yr 18.00% 1yr Price Support --- Market Cap $3.20 Bil Revenues $20.40 Mil Earnings $-196.00 Mil Profit Margin --- Quick Ratio 6.10 Current Ratio 6.10 Debt/Equity 0.01 | 1yr RevGR -8.53% 3yr RevGR --- 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -56.60% ROE -64.90% |
(Summary) (Company) (Chart)
1 October 2017 Price $32.95 1yr Target $44.33 Analysts 3 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 34.53% Yield 0.00% 1yr Tot Return 34.53% P/E --- PEG --- Beta --- | EPS (ttm) $-2.72 EPS next yr $-3.06 Forward P/E --- EPS next 5yr --- 1yr Price Support --- Market Cap $991.80 Mil Revenues $8.80 Mil Earnings $-74.20 Mil Profit Margin --- Quick Ratio 14.50 Current Ratio 14.50 Debt/Equity 0.00 | 1yr RevGR -17.78% 3yr RevGR --- 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -36.30% ROE -38.70% |
(Summary) (Company) (Chart)
1 October 2017 Price $9.60 1yr Target $14.36 Analysts 5 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 49.58% Yield 0.00% 1yr Tot Return 49.58% P/E --- PEG --- Beta 0.45 | EPS (ttm) $-3.01 EPS next yr $-2.60 Forward P/E --- EPS next 5yr --- 1yr Price Support --- Market Cap $245.38 Mil Revenues $19.20 Mil Earnings $-76.10 Mil Profit Margin --- Quick Ratio --- Current Ratio 4.80 Debt/Equity 0.75 | 1yr RevGR --- 3yr RevGR --- 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -41.90% ROE -132.00% |
(Summary) (Company) (Chart)
1 October 2017 Price $20.59 1yr Target $28.00 Analysts 6 Dividend $0.00 Payout Ratio 0.00% 1yr Cap Gain 35.98% Yield 0.00% 1yr Tot Return 35.98% P/E --- PEG --- Beta --- | EPS (ttm) $-2.30 EPS next yr $-2.59 Forward P/E --- EPS next 5yr --- 1yr Price Support --- Market Cap $525.46 Mil Revenues $8.30 Mil Earnings $-59.20 Mil Profit Margin --- Quick Ratio 12.20 Current Ratio 12.20 Debt/Equity 0.00 | 1yr RevGR 44.01% 3yr RevGR --- 5yr RevGR --- 1yr EarnGR --- 3yr EarnGR --- 5yr EarnGR --- 1yr DivGR --- 3yr DivGR --- 5yr DivGR --- ROA -32.70% ROE -46,20% |
The Path Forward
Gene Therapy is an area of medicine that has become extremely interesting to me. In an area of genetic manipulation it may not be as sexy as gene editing but it may just be a treatment that is ahead of editing. It may also be complementary to gene editing and in some cases more effective. As an alternative, it will most likely produce a lot of effective treatments and cures for genetically damaged diseases.
As a result, I need to be involved in at least some of these companies. Today, however, I'm still trying to get my head wrapped around which of these companies is close to developing an approved product and which ones are simply in Phase 11/111 trials. So obviously additional research is needed.
At first glance BioMarin Pharmaceuticals seems the obvious one to own simply because it is increasing revenues and appears to be close to producing a profit within the next two years. That may be a great place to start but I'm sure there's more to these companies stories.