I was referring to the domestic BBS (bioactive bone substitutes).
Aussie BBS is currently unfamiliar.
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Ah, okay.
This Aussie company is involved in these medical cannabis things 
Yeah, I checked. Medical cannabis certainly has a lot of potential, but it feels a bit overhyped, IMHO. I don’t think I’ll find the wheat among the chaff.
I see a lot of opportunities for First North’s BBS product, and it seems to differ significantly from the preparations currently on the market. The rally in early 2021 made my mouth water because this has been on my buying list for a long time. I’ve tried to let the worst of the FOMO subside and see what prices it returns to (now the direction is sharply down). As I mentioned, I’m only superficially familiar with the product and should delve deeper. However, I believe that if/when production starts, the product will potentially have many advantages over current alternatives.
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Here’s a comment on investors’ Gilead 2019 earnings expectations. This is from Somedata1, who used to be a very active writer.
This image reflects the sentiment of many long-term G-investors. The share price isn’t moving anywhere, but the company’s performance is good, with steady growth in revenue and earnings (now that the decline in Hep-C has been offset by other areas), and the dividend, paid four times a year, increases by one step annually. It perfectly illustrates confidence and belief in the future, but also a slight frustration with the stuck share price 
This is a brand new acquaintance, and I just had to buy a ticket for this train too 
I’ll have to check the background of the company and its peers more closely before making bigger investments. I’ve been monitoring Cleantech/Cleanenergy companies more.
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What company do you mean? 
Did you ask a lot, Gilead. We are also sitting in Medtronic’s ride, as mentioned above. Other larger players are also under the magnifying glass, but the price and a suitable buying spot seem to be getting out of hand in all of them at a steady pace.
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Genovis, Attana, and Oasmia. I’ve had Geno the longest and am +300% on that one, still waiting for a bigger breakthrough with the others. From the veterinary side, Intervacc.
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What do you think, will Genovis break even this year?
I also have Genovis and Attana. In addition, the prostate company Prostalund. A breakthrough is still awaited in others except Geno. Intervacc is also being monitored.
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Genovis has been steadily moving upwards for a long time. Belief in the company is strong.
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The portfolio includes Herantis Pharma, Gilead, Crispr, and Editas.
All new additions from this year. Crispr and Editas were bought today, and the intention is to add to them over time, diversifying. Crispr technology is expected to be a game-changer and cure diseases. Traditional pharmaceutical companies might be significant value traps if the technology can be harnessed to treat polygenic diseases as well.
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Results from Gilead last night, here are the highlights:
Expected report from Novo Nordisk on revenue and profit. Forecast for 2020 revenue growth of 3-6% and profit growth of 1-5%, and a dividend of 8.35 DKK/share. Steady upward progress.
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Ozempic seems to be selling very well. Rybelsus also has a chance. Very nice.
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Here you can see Gilead’s Hepatitis C, which they, along with Abbvie, have commendably treated to stop bothering people:
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And here’s the whole set:
https://seekingalpha.com/article/4321369-gilead-sciences-inc-2019-q4-results-earnings-call-presentation
I’ve bought small stakes in some of those big pharma companies. I strongly believe that Finland’s BBS’s reindeer bone extract, developed as a bone and growth factor (Artebone, used with bone implants), will be discovered globally, so I’m slowly buying it up. It has already collected patents from around the world, most recently from Canada. Perhaps the small company, with its patents, will be bought out; the field is very competitive.
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Novolta’s 2019 information today.
Also available here:
https://www.novonordisk.com/media/news-details.2241460.html
Novo Nordisk’s operating profit increased by 11% in Danish kroner and by 6% at constant exchange rates (CER) in 2019
Sales increased by 9% in Danish kroner and by 6% at CER to DKK 122.0 billion. Sales in International Operations increased by 12% in Danish kroner (11% at CER), driven by growth in all regions. Sales in North America Operations increased by 6% in Danish kroner (1% at CER).
Sales within Diabetes and Obesity care increased by 10% to DKK 102.8 billion (6% at CER), driven by Diabetes care growing by 4% at CER and Obesity care growing by 42% at CER. Sales within Biopharm increased by 7% to DKK 19.2 billion (4% at CER).
Sales of GLP-1 increased by 27% in Danish kroner (22% at CER) reflecting the solid launch of Ozempic®. Following the US FDA approval, Rybelsus® was launched in the USA in the fourth quarter of 2019 and the initial feedback is encouraging.
In November 2019, Novo Nordisk introduced new strategic aspirations for 2025 in connection with its Capital Markets Day. The long-term financial targets were met with the full-year 2019 results.
In January 2020, Ozempic® was approved in the USA for CV risk reduction in people with type 2 diabetes and established cardiovascular diseases, and the Rybelsus® label in the USA was updated with additional information from the PIONEER 6 CV outcomes trial. Also in January 2020, Rybelsus® was recommended for approval for treatment of adults with type 2 diabetes by the European regulatory authorities.
For the 2020 outlook, sales growth is expected to be 3-6% at CER, and operating profit growth is expected to be 1-5% at CER. Growth reported in DKK is expected to be around 1 percentage point higher than at CER.
At the Annual General Meeting on 26 March 2020, the Board of Directors will propose a final dividend of DKK 5.35 for 2019 per share of DKK 0.20. The expected total dividend for 2019 is DKK 8.35 per share, of which DKK 3.00 per share was paid as interim dividend in August 2019. The Board of Directors intends to initiate a new 12-month share repurchase programme of up to DKK 17 billion.
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3M (MMM) was still missing from my list, but it’s not a full-fledged pharmaceutical company, rather it’s a very diversified giant.
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