Sick Economics

VRTX

Vertex Pharmaceuticals is an example of a young biopharma company with big ambitions. The cash flow positive firm has made its name with breakthrough medicines in the field of Cystic Fibrosis, and is now close to broadening its commercial offerings into blood diseases, kidney disease, and pain management. If you wonder what Eli Lilly looked like 100 years ago, before it was a giant, this could be it.

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MESO

This cell therapy company has endured a long road to commercial viability. But now they have a profitable, approved product bringing in tangible revenue, and several phase 3 studies applying cell therapy to serious unmet medical needs (Lower Back Pain, Heart Failure, etc). Mesoblast is a company that has struggled in the past, but seems to be gaining momentum by the day.

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IONS

Ionis pharmaceutical ($IONS) is a commercial stage biotech company seeking to apply recent advances in RNA technology to the worlds of neurology and cardiology. Although the company is not yet profitable, revenue grew by 40% in the latest quarterly report, and Ionis has 9 different stage III studies in it’s pipeline. The company boasts marquee pharmaceutical partners such as GSK, Astra Zeneca and Novartis. A recent deal with Roche to develop novel RNA therapies for Alzheimer’s and Huntington’s Disease brims with promise. With more than $2 billion in cash, IONIS is well positioned to ride out the current dryspell facing the whole biotech market. Strong funding, a blossoming pipeline, and a stable of prestigious partners should make IONIS appealing to any biotech investor.

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