Mizuho's Vamil Divan qhia nws qhov kev xaiv biotech sab saum toj

AbbVie Inc (NYSE: ABBV) kaw 2021 nrog 25% nce hauv tus nqi Tshuag, thiab Mizuho tus kws tshawb fawb biopharmaceuticals laus hais tias 2022 yuav yog lwm xyoo ntawm kev ua tau zoo rau biotech loj heev.

Divan pom upside rau $154 ib feem

Raws li Vamil Divan, AbbVie yog nws qhov kev xaiv biotech sab saum toj, uas nws tus nqi ntawm "yuav" nrog tus nqi hom phiaj ntawm $ 154 uas sawv cev ntau dua 10% upside ntawm no. Ntawm CNBC's "The Exchange", nws hais tias:

Puas yog koj tab tom nrhiav kom tau cov xov xwm ceev, kub-cov lus qhia thiab kev tsom xam kev ua lag luam?

Sau npe rau Invezz cov ntawv xov xwm, hnub no.

AbbVie yuav Allergan ob peb xyoos dhau los. Aesthetics yog ib feem loj ntawm lub tuam txhab tam sim no. Lawv kuj muaj kev lag luam muaj zog hauv kev tiv thaiv kab mob, oncology, thiab neuroscience. Yog li, peb yeej nyiam yuav ua li cas nws yog ib zaj dab neeg zoo sib txawv ntawm kev loj hlob uas tseem ua lag luam ntawm luv nqi tseem ceeb.

Kev poob ntawm Humira patent, raws li Divan, tsis zoo li yuav yog lub taub hau rau lub tuam txhab vim nws twb tau ruaj ntseg lwm yam tsav rau kev loj hlob, uas yuav txaus rau ntau yam kev nthuav dav. Lub hli tas los, Wells Fargo tau hais tias ABBV tuaj yeem nce mus txog $ 165 ib feem.

IBB poob ze li 20% rau xyoo

Biotech tau pib nyuaj rau lub xyoo, nrog rau iShares Biotechnology ETF (IBB) poob ze li 20% txij hnub Friday sawv ntxov. Kev piav qhia txog cov laj thawj vim li cas qhov chaw biotech tau poob kev txaus siab txij li lub Cuaj Hli 2021, nws tau hais tias:

Peb tau pom cov lus nug ntawm FDA thiab qee qhov tsis paub tseeb ntawm nws txoj kev pom zoo. Muaj lus nug ntawm FTC; tej zaum nws yuav saib zoo dua ntawm M&A hauv qhov chaw no. Rau cov tuam txhab biotech me me, qhov kev thov rov hais dua yog lawv yuav tau txais los ntawm ib lub tuam txhab loj. Yog hais tias ploj mus, nws yog ib qho teeb meem.

Kev sib cav txog tus nqi tshuaj, nws hais ntxiv, tuaj yeem yog lwm qhov laj thawj vim li cas Biotech tau npau taws heev. Lwm lub npe Divan nyiam hauv qhov haujlwm no suav nrog Biohaven, Karuna, thiab Alkermes.