Friday, November 03, 2017 9:01:05 AM
Given the number of disappointments in biotech lately, I wanted to express some thoughts about the context. My conclusion is that on the one hand, supply-demand factors suggest that it will be a challenge for the sector as a whole to get hot for some time, but that on the other hand, many leading biotechs, as we know, have below-market P/Es, so the process of repair may already be underway.
The way to play the next wave:
$BBC: Virtus LifeSci Biotech Clinical Trials ETF
http://portfolios.morningstar.com/fund/holdings?t=BBC
Virtus LifeSci Biotech Clinical Trials ETF (BBC) Top Portfolio Holdings
Get top portfolio holding details for Virtus LifeSci Biotech Clinical Trials ETF (BBC) including annual turnover...
$BBP: Virtus LifeSci Biotech Products ETF BBP
http://portfolios.morningstar.com/fund/holdings?t=BBP
Virtus LifeSci Biotech Products ETF (BBP) Top Portfolio Holdings
Get top portfolio holding details for Virtus LifeSci Biotech Products ETF (BBP) including annual turnover, asset...
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