1 Huge Health-Care Winner and 1 Big Pharma Loser From Last Week

Friday's health-care winners and losers.

Jan 27, 2014 at 7:46PM

On Friday, shares of BioDelivery Sciences (NASDAQ:BDSI) exploded, up a massive 36% in a single day after a successful phase 3 trial of a pain mitigation pill. This trial success triggers a $10 million milestone for the company and sets BioDelivery up for another $80 million milestone from its partner Endo Health (NASDAQ:ENDP). Buyout speculation has already begun over BioDelivery and the possible success of this drug, so the company will definitely be one to watch, especially as it releases data from a second phase 3 trial later in 2014.

Meanwhile, one of the big losers from Friday's market was Bristol-Myers Squibb (NYSE:BMY). While shares fell by only 5%, it was a steep drop considering the strong Q4 numbers BMY announced. Revenue and earnings both beat estimates handily, at $4.4 billion and $0.51 per share, respectively.

The real reason for the fall was the lack of a decision surrounding the company's immuno-oncology drug Nivolumab, which has been the real driver of value for Bristol in the past year or so. Nivolumab is valuable not only for its own efficacy, but how it could be the central pillar of a drug cocktail for metastatic cancer patients. With the number of different drug combinations being tested in concert with Nivolumab, trial results are complicated, and investors may have to wait for more data to be announced in June to get a bit more color on the Nivolumab investing thesis.

In this video from Friday's Market Checkup, Motley Fool health-care analyst David Williamson gives investors in the health-care sector a full breakdown of one winner and one loser in health care from Friday's market.

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David Williamson owns shares of Merck. Follow David on Twitter: @MotleyDavid.

The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

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David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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