Abby's valuation already reflects the coming sales decline for himeran and sas formere will decline, for sure. Adve's successors to humera are expected to together make 15 billion dollars in sales in 20 25. That will go a long way toward offsetting the declining sales for humera. The bottom line is that b will definitely feel some pain from biosimilar competition in the us. Market for humera, but the company should be in good shape to weather this storm.
(0:20) Bill Mann discusses: - Retail sales growing nearly 4% in January - Shopify's strong growth in 2021 being followed by slightly less growth in 2022 - Why shares of Shopify will never look cheap - The company's new partnership with JD.com - Airbnb's record revenue last year - Hotel stocks hitting new all-time highs - The wisdom of Ron Gross
(17:30) Olivia Zitkus and Keith Speights discuss a new wave of biosimilar drugs and the challenges (and opportunities for investors) they present.
What are you doing February 18th? Join us at the "Investing Essentials 2022 & Beyond" event by clicking here: http://2022.fool.com
Stocks discussed: SHOP, JD, ABNB, MAR, HLT, H, ABBV, AMGN, VTRS
Host: Chris Hill Guests: Bill Mann, Olivia Zitkus, Keith Speights Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl
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