Genzyme Corp (GENZ)

It's a train wreck. Bits of steel and rubber in some of the vials at their factories. What else are they doing wrong? I'm sure there's more we haven't heard about.

Zacks rates as underperform (with Rank 5-StrongSell)

Forward thinking Biotech company.

contr screen

Good products, good intellectual capital. Needs to iron out production problems, but when that happens it could double in price.

Strong company. Had some contamination issues in one of their facilities which has brought there stock to a 52 week low. Even though other companies will use this op to strengthen their positions, GENZ should dominate once their back up and running 100%.

Orphan storage disease treatment (i.e. Gaucher, Fabry, Pompe, and Hurler's syndromes). Stock price fell off cliff d/t plant contamination. Competitors biting at it's heels. Not for the faint of heart. Not that I am "faint of heart", but this is too complex a picture for real my real $.

The contamination at a plant eventually gets cleaned up and goes back online. Initially they thought late August. With further FDA investigations it may be put back later. Buy on the dip.

diversified company with a lot in their pipeline and a solid reputation in the healthcare industry

Had nice 2Q results, but guided lower due to a Boston plant shutdown. Stock might have oversold as a reaction to this news. Seems like a good entry point.

per cramer

Acceptable valuation and has found a long term support level. It will profit from sector rotation in a falling market and should at least be a successful volatility play in a trading market. It won't outperform in a V-shape recovery, but the downside is tolerable.

Biotech to remain strong

PEG = 1.05

20% growth rate over next five years PE next year under 14 at current price. Makes orphan drugs that are unlikely to be effected by the Obama administration with regards to health care reform.

Genzyme should reiterate long-term growth guidance at the quaterly call. Stock should do well in the weeks after the call.

Americans can live without a lot of things, but this is a drug-based society that loves the quick fixes the big pharmas provide. But big pharma does not work cheap. I am betting all these stocks bounce back.

Just as Obama enthusiasm for stem cell stocks is senseless, Obama pessimism for pharmaceuticals is overblown. I don't believe his policies will fundamentally change the business model or profitability of mid-to-large cap biotechs, and I see this as another opportunity to green thumb some quality companies at depressed prices.

A biotechnology company dedicated to making an impact on the lives of people with serious diseases. Its product and service portfolio is focused on rare disorders, renal diseases, orthopaedics, organ transplant, and diagnostic and predictive testing