Celgene Corp (NASDAQ:CELG)

CAPS Rating: 5 out of 5

A biopharmaceutical company primarily engaged in the discovery, development and commercialization of innovative therapies designed to treat cancer and immune-inflammatory related diseases.

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Member Avatar CMFKaizen (86.22) Submitted: 4/30/2015 12:17:04 PM : Outperform Start Price: $109.02 CELG Score: +4.14

management predicted that the company would see 18% compound annual sales growth through 2020 (15% based on existing drugs) and 23% compound annual EPS growth to $12.50/share. At a subsequent analyst presentation, the CFO did a lot of nodding and winking about how conservative those estimates might be. Even allowing for P/E compression from the current 47 to, say, a P/E of 20 come 2020, $12.50 EPS would imply a share price of over $250, more than double today’s ~$110. That’s a compound annual return rate approaching 18%/year — with optionality to the upside, as management would say.

But the market looks ahead, of course. 5 years from now, the price won’t be based on Celgene’s past revenues but the company’s future opportunities as the patents on its current stable of drugs come to an end. There are probably slightly higher barriers to entry for Revlimid and Pomalyst/Imnovid as generics companies not only need to duplicate the compound but also a risk-management program that the FDA finds credible. But generally speaking, the question remain the same: will Celgene be able to turn its current pipeline into significant future opportunity and continue to fuel growth?

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Member Avatar saalbiz (< 20) Submitted: 4/29/2015 10:24:25 AM : Underperform Start Price: $112.99 CELG Score: -0.73

Chart looks like a topping pattern, with a move down to just below 100 likely.

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Member Avatar artemous (58.71) Submitted: 4/1/2015 5:49:57 PM : Outperform Start Price: $114.09 CELG Score: -2.49

Its cutting edge

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Member Avatar biotechf (46.78) Submitted: 3/31/2015 3:25:27 AM : Outperform Start Price: $118.88 CELG Score: -5.83

Long term biotech growth story with label expansion likely for currently approved cancer drugs. Has a large number of partnerships with smaller biotech companies which makes Celgene feel like a biotech mutual fund. Very strong balance sheet and increasing earnings makes me believe this stock will beat the S&P.

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Member Avatar clangmead (33.64) Submitted: 3/29/2015 3:15:23 PM : Outperform Start Price: $119.64 CELG Score: -6.58

pmon

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Member Avatar mixerupper (< 20) Submitted: 3/18/2015 2:47:39 AM : Underperform Start Price: $121.17 CELG Score: +7.59

Unethical

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Member Avatar CantonTownship (34.15) Submitted: 3/6/2015 11:52:36 AM : Outperform Start Price: $118.90 CELG Score: -5.28

OK

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Member Avatar TMFTypeoh (83.03) Submitted: 3/5/2015 9:48:55 PM : Outperform Start Price: $120.03 CELG Score: -5.70

Terrific performer. I wish i got behind this one years ago.

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Member Avatar Turbofish (43.55) Submitted: 2/13/2015 8:15:29 AM : Outperform Start Price: $115.80 CELG Score: -2.38

Consolidating sales of new drugs and new drug approvals

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Member Avatar 10x2 (54.46) Submitted: 1/30/2015 8:10:15 PM : Outperform Start Price: $119.58 CELG Score: -9.92

PE near 60 and growth about 25% over the next 5 years. Not cheap but not that bad either. The market still likes bios and they've outperformed for a long time. I don't own this or intend to any time soon. I'd consider it though on a nasty pullback.

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Member Avatar freecapital (75.49) Submitted: 1/24/2015 8:35:48 PM : Outperform Start Price: $123.55 CELG Score: -10.76

saul

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Member Avatar coleman205 (< 20) Submitted: 12/1/2014 11:29:35 PM : Outperform Start Price: $114.00 CELG Score: -2.42

solid

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Member Avatar sullyz0r (82.77) Submitted: 11/25/2014 10:43:45 PM : Outperform Start Price: $111.46 CELG Score: +0.62

As much as CELG is in itself a great stock, I often find that, for many of the small biotech companies I want to invest in, CELG has already taken a large stake. So I get not only a great company, but sort of a biotech fund by some great investment minds.

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Member Avatar Orffy (57.89) Submitted: 11/20/2014 4:17:10 AM : Outperform Start Price: $105.76 CELG Score: +4.66

Management has been effective in building a strong pipeline of drugs. Revlimid, which is growing at 19% according to the recent quarterly report, has been versatile in terms of its uses thereby extending the value of the drug to future years. In addition, the company has high hopes for some of its drugs like Abraxane and Otezla (which Management hints could be a blockbuster seller). Celgene also seems to lack some of the pricing PR problems that have plagued Gilead, which seems to lessen the chance of Government Regulators assessing Celgene's pricing strategies. Celgene has been able to demonstrate a strong growth in earnings over the last few years, above 20% on a q-o-q basis. This kind of growth will propel Celgene to higher valuations in the future. With Management estimating EPS targets of $4.50 in 2015 and $7.00 by 2017, we could see price targets as high as $210 on a 30X 2017 EPS estimation, which is in-line with Biogen Idec's current valuation. If Celgene were to rise to $210 by this time in 2017, it would represent nearly a 25% compounded growth rate in the share price. That's not bad!

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Member Avatar jimda98 (< 20) Submitted: 11/10/2014 5:26:46 PM : Outperform Start Price: $108.00 CELG Score: +2.30

The pipeline of drugs continue to improve and be successfully accepted by the regulators in various regions.

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Member Avatar moonlightsail (< 20) Submitted: 10/23/2014 2:42:16 PM : Outperform Start Price: $100.63 CELG Score: +5.77

Drug stock with treatments for cancer and Crone's Disease with new upward earnings.

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Member Avatar Tophinater (27.47) Submitted: 10/20/2014 3:35:58 PM : Outperform Start Price: $91.73 CELG Score: +13.56

Cancer and heart disease now kill more than 50% of Americans.

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Member Avatar boomertom (36.11) Submitted: 9/30/2014 2:48:32 PM : Outperform Start Price: $94.67 CELG Score: +13.65

Almost unlimited potential.

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Member Avatar afketter (84.77) Submitted: 5/7/2014 10:05:17 PM : Outperform Start Price: $72.49 CELG Score: +45.35

Celgene has been brought down due to the whole biotech sector dropping, but they have solid earnings and are cheap on a 2016 basis. Not all of biotech will recover, but CELG will be one that moves a lot higher in the next 2 years

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Member Avatar SqwiiTrader (< 20) Submitted: 5/7/2014 6:06:11 PM : Underperform Start Price: $87.26 CELG Score: -24.85

Biotech bull market top

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