Biotechnology and Medical Research

November 03, 2017

Companies covered: Illumina, Inc. (NASDAQ:ILMN), Pacific Biosciences of California, Inc. (NASDAQ:PACB), Quidel Corporation (NASDAQ:QDEL), Meridian Bioscience Inc. (NASDAQ:VIVO), Bio-Rad Laboratories, Inc. (NYSE:BIO), Roche Holding Ltd. (ADR) (OTCMKTS:RHHBY), Danaher Corporation (NYSE:DHR), Thermo Fisher Scientific Inc (NYSE:TMO), Quest Diagnostics Incorporated (NYSE:DGX), Laboratory Corporation of America Holdings (NYSE:LH), IDEXX Laboratories, Inc. (NASDAQ:IDXX), Neogen Corporation (NASDAQ:NEOG), ABAXIS, Inc. (NASDAQ:ABAX), Heska Corporation (NASDAQ:HSKA), LHC Group (NASDAQ:LHCG), Amedisys Inc (NASDAQ:AMED), The Ensign Group, Inc. (NASDAQ:ENSG), HealthSouth Corporation (NYSE:HLS), CareTrust REIT, Inc. (NASDAQ:CTRE), Acadia Healthcare Company, Inc. (NASDAQ:ACHC), UnitedHealth Group Incorporated (NYSE:UNH), Sabra Healthcare REIT, Inc. (NASDAQ:SBRA), Abbott Laboratories (NYSE:ABT), GenMark Diagnostics, Inc. (NASDAQ:GNMK), Luminex Corporation (NASDAQ:LMNX), BioMerieux SA (EPA:BIM), Accelerate Diagnostics, Inc. (NASDAQ:AXDX), EXACT Sciences Corporation (NASDAQ:EXAS), Glaukos Corp (NYSE:GKOS), Cooper Companies, Inc. (The) (NYSE:COO), Teleflex Incorporated (NYSE:TFX), Becton, Dickinson and Company (NYSE:BDX), Alere Inc. (NYSE:ALR), C.R. Bard, Inc. (NYSE:BCR), Hologic, Inc. (NASDAQ:HOLX), Masimo Corporation (NASDAQ:MASI), General Electric Company (NYSE:GE), Siemens AG (OTCMKTS:SIEGY), Fujifilm Sonosite Inc (NASDAQ:SONO), Allergan, Inc. (NYSE:AGN), Align Technology, Inc. (NASDAQ:ALGN), Trupanion, Inc. (NYSE:TRUP), Patterson Companies, Inc. (NASDAQ:PDCO), Henry Schein, Inc. (NASDAQ:HSIC), DENTSPLY International Inc. (NASDAQ:XRAY), Sientra, Inc. (NASDAQ:SIEN), Omega Healthcare Investors, Inc. (NYSE:OHI), Genesis Healthcare, Inc. (NYSE:GEN), Healthcare Trust of America, Inc. (NYSE:HTA), Welltower Inc (NYSE:HCN), Ventas, Inc. (NYSE:VTR), Healthcare Realty Trust Incorporated (NYSE:HR), Physicians Realty Trust (NYSE:DOC), Care Capital Properties, Inc. (NYSE:CCP), HCP, Inc. (NYSE:HCP), Quality Care Properties (NYSE:QCP), InMed Pharmaceuticals, Inc. (OTCMKTS:IMLFF), Anavex Life Sciences Corp. (NASDAQ:AVXL), Oasmia Pharmaceutical AB (NASDAQ:OASM), Innovotech Inc. (CVE:IOT), NeuroVive Pharmaceutical AB (OTCMKTS:NEVPF), Nuevolution AB (NUE.ST)

Buy ($175)

Health Care IT

October 06, 2017

Companies covered: CareDx, Inc. (NASDAQ:CDNA), Cerner Corporation (NASDAQ:CERN), Allscripts Healthcare Solutions, Inc. (NASDAQ:MDRX), Quality Systems, Inc. (NASDAQ:QSII), athenahealth, Inc. (NASDAQ:ATHN), Evolent Health Inc. (NYSE:EVH), Cotiviti Holdings Inc (NYSE:COTV), HMS Holdings Corp (NASDAQ:HMSY), Stericycle, Inc. (NASDAQ:SRCL), Owens & Minor, Inc. (NYSE:OMI), Healthcare Services Group, Inc. (NASDAQ:HCSG), Premier, Inc. (NASDAQ:PINC), NantHealth (NASDAQ:NH), Teladoc Inc (NYSE:TDOC), HealthEquity, Inc. (NASDAQ:HQY), Express Scripts Holding Company (NASDAQ:ESRX), CVS Health Corporation (NYSE:CVS), Amazon.com, Inc. (NASDAQ:AMZN), Computer Programs and Systems, Inc. (NASDAQ:CPSI), Medidata Solutions, Inc. (NASDAQ:MDSO)

Buy ($175)

Medical Devices

June 16, 2017

Companies covered: Becton, Dickinson and Company (NYSE:BDX), C.R. Bard, Inc. (NYSE:BCR), Medtronic, Inc. (NYSE:MDT), Abbott Laboratories (NYSE:ABT), Baxter International Inc. (NYSE:BAX), Edwards Lifesciences Corporation (NYSE:EW), Boston Scientific Corporation (NYSE:BSX), Cardinal Health, Inc. (NYSE:CAH), Varian Medical Systems, Inc. (NYSE:VAR), Patheon NV (NYSE:PTHN), Catalent, Inc. (NYSE:CTLT), Hill-Rom Holdings Inc (NYSE:HRC), STERIS Corporation (NYSE:STE), Invacare Corporation (NYSE:IVC), Integer Holdings Corp (NYSE:GB), Halyard Health, Inc. (NYSE:HYH), Thermo Fisher Scientific Inc (NYSE:TMO), Danaher Corporation (NYSE:DHR), Waters Corporation (NYSE:WAT), PerkinElmer, Inc. (NYSE:PKI), Agilent Technologies, Inc. (NYSE:A), Biotricity (OTCMKTS:BTCY), IsoRay, Inc. (NYSEMKT:ISR), Tactile Systems Technology, Inc. (NASDAQ:TCMD) (NASDAQ:TCMD), Second Sight Medical Products, Inc. (NASDAQ:EYES)

Buy ($175)

Medical Research, Diagnostic Substances & Life Science Tools

April 21, 2017

Companies covered: Cellular Biomedicine Group, Inc. (NASDAQ:CBMG), Soligenix, Inc. (NASDAQ:SNGX), Aurinia Pharmaceuticals Inc (NASDAQ:AUPH), ContraVir Pharmaceuticals (NASDAQ:CTRV), Cancer Genetics, Inc. (NASDAQ:CGIX), Advanced Accelerator Applications S.A. (NASDAQ:AAAP), BeiGene Ltd (ADR) (NASDAQ:BGNE), National Health Investors, Inc. (NYSE:NHI), GlycoMimetics, Inc. (NASDAQ:GLYC), Daxor Corporation (NYSEMKT:DXR), Alexion Pharmaceuticals, Inc. (NASDAQ:ALXN), Regeneron Pharmaceuticals, Inc. (NASDAQ:REGN), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), Valeant Pharmaceuticals International, Inc. (NYSE:VRX), Sarepta Therapeutics, Inc. (NASDAQ:SRPT), United Therapeutics Corporation (NASDAQ:UTHR), Catabasis Pharmaceuticals Inc (NASDAQ:CATB), Cellectis S.A. (NASDAQ:CLLS), Syndax Pharmaceuticals Inc (NASDAQ:SNDX), Pfizer, Inc. (NYSE:PFE), Amgen Inc. (NASDAQ:AMGN), Biogen Inc. (NASDAQ:BIIB), Celgene Corporation (NASDAQ:CELG), Gilead Sciences, Inc. (NASDAQ:GILD), Intel Corporation (NASDAQ:INTC), Xerox Corporation (NYSE:XRX), Microsoft Corporation (NASDAQ:MSFT), Apple Inc. (NASDAQ:AAPL), Astrazeneca PLC (NYSE:AZN), Galenica AG (VTX:VIFN), Loxo Oncology, Inc. (NASDAQ:LOXO), Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX), Sanofi (NYSE:SNY), Portola Pharmaceuticals, Inc. (NASDAQ:PTLA), Puma Biotechnology Inc (NYSE:PBYI), Atara Biotherapeutics, Inc. (NASDAQ:ATRA), Ultragenyx Pharmaceutical Inc. (NASDAQ:RARE), Versartis, Inc. (NASDAQ:VSAR), Intra-Cellular Therapies Inc. (NASDAQ:ITCI), Sage Therapeutics, Inc. (NASDAQ:SAGE), Cempra, Inc. (NASDAQ:CEMP), Achaogen, Inc. (NASDAQ:AKAO), Tetraphase Pharmaceuticals, Inc. (NASDAQ:TTPH), Otonomy, Inc. (NASDAQ:OTIC), Spark Therapeutics, Inc. (NASDAQ:ONCE), Galapagos NV (NASDAQ:GLPG), bluebird bio, Inc. (NASDAQ:BLUE), Nektar Therapeutics (NASDAQ:NKTR), Clovis Oncology, Inc. (NASDAQ:CLVS), Agios Pharmaceuticals, Inc. (NASDAQ:AGIO), Bristol-Myers Squibb Company (NYSE:BMY), TESARO, Inc. (NASDAQ:TSRO), uniQure N.V. (NASDAQ:QURE), Intrexon Corporation (NYSE:XON), ZIOPHARM Oncology Inc (NASDAQ:ZIOP), Fibrocell Science Inc (NASDAQ:FCSC), AquaBounty Technologies, Inc. (NASDAQ:AQB), Thermo Fisher Scientific Inc (NYSE:TMO), Waters Corporation (NYSE:WAT), Mettler-Toledo International, Inc. (NYSE:MTD), Novartis AG (NYSE:NVS), Merck & Company, Inc. (NYSE:MRK), Roche Holding Ltd. (ADR) (OTCMKTS:RHHBY), Illumina, Inc. (NASDAQ:ILMN), Physicians Realty Trust (NYSE:DOC), Global Medical REIT Inc (NYSE:GMRE), Healthcare Trust of America, Inc. (NYSE:HTA), ZELTIQ Aesthetics, Inc. (NASDAQ:ZLTQ), Allergan, Inc. (NYSE:AGN), Hologic, Inc. (NASDAQ:HOLX), Edwards Lifesciences Corporation (NYSE:EW), Medtronic, Inc. (NYSE:MDT), Boston Scientific Corporation (NYSE:BSX), Abbott Laboratories (NYSE:ABT), DexCom, Inc. (NASDAQ:DXCM), Insulet Corporation (NASDAQ:PODD), Tandem Diabetes Care, Inc. (NASDAQ:TNDM), Intuitive Surgical, Inc. (NASDAQ:ISRG), Cynosure, Inc. (NASDAQ:CYNO)

Buy ($175)

Biotechnology and Pharmaceuticals

March 10, 2017

Companies covered: ARCA biopharma, Inc. (NASDAQ:ABIO), Critical Outcome Technologies, Inc. (CVE:COT), NUVO PHARMACEUTICA COM NPV (OTCMKTS:NRIFF), Lipocine Inc. (NASDAQ:LPCN), Antibe Therapeutics Inc. (OTCMKTS:ATBPF), RepliCel Life Sciences Inc. (OTCMKTS:REPCF), La Jolla Pharmaceutical Company (NASDAQ:LJPC), Corbus Pharmaceuticals Holdings Inc (NASDAQ:CRBP), Anavex Life Sciences Corp. (NASDAQ:AVXL), ESSA Pharma Inc. (NASDAQ:EPIX), OncoSec Medical Inc (NASDAQ:ONCS), BioCryst Pharmaceuticals, Inc. (NASDAQ:BCRX), VBI Vaccines Inc. (NASDAQ:VBIV), Celyad SA (ADR) (NASDAQ:CYAD), MDXHealth SA (OTCMKTS:MXDHF), Biocartis Group NV (EBR:BCART), Galapagos NV (NASDAQ:GLPG), Thermo Fisher Scientific Inc (NYSE:TMO), Gilead Sciences, Inc. (NASDAQ:GILD), Vertex Pharmaceuticals Incorporated (NASDAQ:VRTX), The Medicines Company (NASDAQ:MDCO), AveXis Inc (NASDAQ:AVXS), Amgen Inc. (NASDAQ:AMGN), Pfizer, Inc. (NYSE:PFE), Alnylam Pharmaceuticals, Inc. (NASDAQ:ALNY), Emergent Biosolutions, Inc. (NYSE:EBS), Spark Therapeutics, Inc. (NASDAQ:ONCE), Spring Bank Pharmaceuticals Inc (NASDAQ:SBPH), Titan Pharmaceuticals, Inc. (NASDAQ:TTNP), Teva Pharmaceutical Industries Limited (NYSE:TEVA), Mylan Inc. (NASDAQ:MYL), Akorn, Inc. (NASDAQ:AKRX), Mallinckrodt plc (NYSE:MNK), Synergy Pharmaceuticals, Inc. (NASDAQ:SGYP), Allergan, Inc. (NYSE:AGN), Ironwood Pharmaceuticals, Inc. (NASDAQ:IRWD), Axovant Sciences Ltd (NYSE:AXON), Neurocrine Biosciences, Inc. (NASDAQ:NBIX), TherapeuticsMD, Inc. (AMEX:TXMD), ACADIA Pharmaceuticals Inc. (NASDAQ:ACAD), Prothena Corporation plc (NASDAQ:PRTA), Roche Holding Ltd. (ADR) (OTCMKTS:RHHBY), Biogen Inc. (NASDAQ:BIIB), Acorda Therapeutics, Inc. (NASDAQ:ACOR), Kite Pharma, Inc. (NASDAQ:KITE), FibroGen, Inc (NASDAQ:FGEN), Selecta Biosciences Inc (NASDAQ:SELB), vTv Therapeutics Inc (NASDAQ:VTVT), TRACON Pharmaceuticals, Inc. (NASDAQ:TCON), Clovis Oncology, Inc. (NASDAQ:CLVS), Puma Biotechnology Inc (NYSE:PBYI), Bioverativ Inc (NASDAQ:BIVV), Celgene Corporation (NASDAQ:CELG), Sanofi (NYSE:SNY), Novo Nordisk A/S (NYSE:NVO), GlaxoSmithKline PLC (NYSE:GSK), Novartis AG (NYSE:NVS)

Buy ($175)