The world won't be the same after Covid-19. This phrase is used in one way or another in the news feeds and research papers of investment banks..
However, what can we do, to jump from the horse-drawn carriage era to electric cars and scooters?
Let's find out, what happens in that sector, who lost to IT giants for a long time: Public health protection, and more specifically Biotechnology And Pharmaceutical companies + companies Genomic revolution?
Mikhail Batin and Dorveya Batayeva will help us with this..
Roche Holding AG (RHHBY)
Roche Holding AG (RHHBY) — Market Cap 303.73B
- Roche took 2nd place in the ranking list of companies with the highest revenue in 2019 year, at 1m - J.&J,
- What drugs and development within the framework of Covid-19:
- Finished product Actemra. This is an anti-IL-6 antibody, clinical trials are underway. May Work on Severe Cytokine Storm Patients (CŠ). Side Acts Can Be Severe, but because the product can only be used on very severe patients with CS and strictly under the supervision of doctors, then this is not the greatest difficulty.
- Antibody test, Elecsys® Anti-COVID-19 serological test, ready at the beginning of May. This test can be performed on special Roche analyzers. (cobas e analysers), already used all over the world.
- The weak point of the Actemra product from Roche in that, that there are biosimilars to it - and this is not very great. However, on the other hand, the company is developing trials, which can be used on existing equipment of our own production - and this is a good advertising strategy.
- Swiss company, but there are dollar ADRs. Refers to Drug manufactoryr,15 % goodwill, in other words, a fictitious price. Free FCF currency flow in a positive trend - positive.
Specifications
P/B =8.77
EV = 304.16
Cash/Debt = 0.76
Debt/Equity = 0.48
Debt/Ebitda = 0.72 vs 1.72 by sphere, low level of debt overload!
ROE=45.79 vs 3.42 by sphere - a good indicator!
FCF in a positive trend and over the past 12 months is 17,767!
Resume: Excellent portfolio candidate.
Ask your financial advisor for a personalized recommendation.
