Wednesday, June 24, 2015

US Health Care Companies (HCC) Audited Earnings On Fire ..... 108 Largest HCC in 3 Largest HCC States (CA, MA & NJ) 2014 Total Audited Earnings Were $59 Bil, Up 58% Over 2013 ..... 98 HCC in CA, MA & NJ With $1-50 Bil Market Cap 2014 Total Audited Earnings Up 165 Times Above 2008 and 2 Year 2013-14 Earnings Combined Up 108 Times Above 2008-9 Combined ..... Will US Supreme Court Rule To Curb This Explosive HCC Earnings Momentum, Driven in Part By the ACA? ..... Let Me Check out HCC Earnings in Other US States















2014 2013 2012 2011 2010 2009 2008


2014  Audited   Audited   Audited   Audited   Audited   Audited   Audited 


Most  Net   Net   Net   Net   Net   Net   Net 


Recent  Income   Income   Income   Income   Income   Income   Income 


FYE  (Loss)   (Loss)   (Loss)   (Loss)   (Loss)   (Loss)   (Loss) 
US Health Care Companies HQs
 mil $s   mil $s   mil $s   mil $s   mil $s   mil $s   mil $s 










California, Massachusetts and New Jersey







Johnson & Johnson New Brunswick Dec       16,323      13,831      10,514         9,672      13,334      12,266      12,949
Gilead Sciences Foster City Dec       12,059         3,057         2,574         2,789         2,890         2,626         1,970
Merck Whitehouse Station Dec       11,934         4,517         6,299         6,392            982      13,022         7,932
Allergan plc (was Actavis) Parsippany Dec       (1,630)          (751)               98            259            183            222            238
Amgen Thousand Oaks Dec          5,158         5,081         4,345         3,683         4,627         4,605         4,052
Celgene Summit Dec          2,000         1,450         1,456         1,317            880            777      (1,534)
Biogen Idec Cambridge Dec          2,942         1,862         1,380         1,267            899            977            790
McKesson San Francisco Mar 15          1,842         1,414         1,363         1,394         1,097         1,205            823
Allergan Irvine Dec          1,533         1,273         1,101            938                 5            624            565
Thermo Fisher Scientific Waltham Dec          1,896         1,279         1,258         1,023         1,033            851            975
Covidien plc Mansfield Sep          1,662         1,600         1,637         1,883         1,563            942         1,443
Illumina San Diego  Dec              353            125            151               87            125               72               39
Vertex Pharmaceuticals Cambridge Dec           (742)          (504)               32               41          (755)          (642)          (460)
Becton Dickinson Franklin Lakes Sep          1,185            929         1,110         1,265         1,176         1,167         1,116
Boston Scientific Natick Dec           (119)          (121)      (4,068)            441      (1,065)      (1,025)      (2,036)
Zoetis Florham Park Dec             587            503            436            245            110          (100)
Pharmacyclics Sunnyvale Dec                86               67               12            (35)            (15)            (23)            (24)
BioMarin Pharmaceutical San Rafael Dec           (134)          (176)          (114)            (54)            206               (1)               31
Intuitive Surgical Sunnyvale Dec             418            671            657            495            382            233            204
CR Bard Murray Hill Dec             295            690            530            328            510            461            419
CareFusion San Diego Jun             417            389            361            299            161            288            312
Edwards Lifesciences Irvine Dec             811            389            292            237            218            229            129
Jazz Pharmaceuticals Palo Alto Dec                57            216            261            125               33               (7)          (184)
Alnylam Pharmaceuticals Cambridge Dec           (360)            (89)          (106)            (58)            (44)            (48)            (26)
Quest Diagnostics Madison Dec             587            848            666            507            759            767            664
Hologic Bedford Sep                17      (1,173)            (74)            157            (63)      (2,217)          (416)
Medivation San Francisco Dec             276            (43)            (41)            (39)            (34)            (55)            (62)
Varian Medical Systems Palo Alto Sep             404            438            427            409            367            331            295
The Cooper Companies Pleasanton Oct             272            297            249            175            113            101               65
ResMed San Diego Jun             345            307            255            227            190            146            110
Synageva BioPharma Lexington Dec           (193)            (95)            (43)            (25)            (11)            (11)            (22)
Fitbit San Francisco Dec             132            (52)               (4)               (4)               (1)

Isis Pharmaceuticals Carlsbad  Dec              (39)            (61)            (65)            (85)            (61)            (35)            (15)
Covance Princeton Dec             186            179               95            132               68            176            197
PerkinElmer Waltham Dec             161            174               71                 1            139               73               45
DexCom San Diego  Dec              (22)            (30)            (55)            (45)            (55)            (54)            (59)
Receptos  San Diego  Dec            (115)            (48)            (18)               (6)


Align Technology San Jose Dec             146               64               59               67               74            (31)               80
NPS Pharmaceuticals Bedminster Dec                (9)            (14)            (19)            (36)            (31)            (18)            (32)
athenahealth Watertown Dec                (3)                 3               19               19               13                 9               32
Bio-Rad Laboratories Hercules Dec                89               78            166            179            187            149               98
Alere Waltham Dec           (168)            (53)            (78)          (133)      (1,027)               32            (21)
Puma Biotechnology Los Angeles Dec           (142)            (55)            (74)            (10)               (0)

ACADIA Pharmaceuticals San Diego  Dec              (92)            (38)            (21)            (23)               15            (45)            (64)
Catalent Somerset Jun                18            (51)               18            (51)               18            (29)          (217)
Health Net Woodland Hills Dec             146            170               26               72            204            (49)               95
PAREXEL Intl Waltham Jun             129               96               63               49               42               39               65
Molina Healthcare Long Beach Dec                63               45               13               21               55               31               60
Dyax Burlington Dec             (12)            (28)            (29)            (35)            (25)            (62)            (66)
Avanir Pharmaceuticals Aliso Viejo Sep             (50)            (75)            (60)            (60)            (27)            (22)            (16)
Charles River Laboratories Wilmington Dec             130            105            102            116          (334)            111          (528)
Impax Laboratories Hayward Dec                57            101               56               65            250               50               16
Pacira Pharmaceutics Parsippany Dec             (14)            (64)            (52)            (43)            (27)            (32)            (42)
Ultragenyx Pharmaceutical  Novato Dec             (60)            (35)            (16)               (7)


Auspex Pharmaceuticals   San Diego  Dec              (60)            (16)            (15)               (3)


Anacor Pharmaceuticals  Palo Alto Dec             (87)               85            (56)            (48)            (10)            (25)            (22)
Neurocrine Biosciences San Diego  Dec              (61)            (46)                 5               38               (8)            (51)            (89)
Halozyme Therapeutics San Diego  Dec              (68)            (83)            (54)            (20)            (53)            (58)            (49)
ABIOMED Danvers Mar                  7               15                 1            (12)            (19)            (32)            (41)
Celldex Therapeutics Needham Dec           (118)            (82)            (59)            (45)               (3)            (37)            (48)
Thoratec Pleasanton Dec                50               73               56               72               53               29               18
Kite Pharma Santa Monica Dec             (43)               (6)               (3)



NuVasive San Diego  Dec              (17)                 7                 2            (71)               77                 4            (28)
Portola Pharmaceuticals   South San Francisco Dec           (137)            (83)               11               20


Integra LifeSciences Plainsboro Dec                34            (21)               41               28               66               51               28
Cantel Medical Little Falls Jul                43               39               31               20               20               16                 9
Haemonetics Braintree Mar                35               39               67               80               58               59               52
Theravance South San Francisco Dec             (74)            (31)            (31)          (115)            (84)            (85)            (94)
MannKind Valencia Dec           (198)          (191)          (169)          (161)          (171)          (220)          (303)
AMAG Pharmaceuticals Lexington Dec             136            (10)            (17)            (77)            (81)            (93)            (72)
Aduro BioTech Berkeley Dec             (17)            (16)               (9)



The Medicines Company Parsippany Dec             (32)               15               51            128            105            (76)               (9)
Ligand Pharmaceuticals La Jolla Dec                11                 9               (3)               10            (13)               (8)            (97)
Masimo Irvine Dec                74               56               62               64               73               54               32
PTC Therapeutics South Plainfield Dec             (94)            (52)            (26)               31


Insulet Bedford Dec             (52)            (45)            (52)            (57)            (61)            (72)            (95)
Ariad Pharmaceuticals Cambridge Dec           (163)          (274)          (221)          (124)               85            (80)            (71)
Momenta Pharmaceuticals Cambridge Dec             (99)          (108)            (59)            180               37            (64)            (63)
ICU Medical San Clemente Dec                26               40               41               45               30               25               24
Amicus Therapeutics Cranbury Dec             (69)            (60)            (49)            (44)            (55)               (7)            (39)
Insmed  Monmouth Junction Dec             (79)            (56)            (41)            (60)               (6)            118            (16)
Nektar Therapeutics San Francisco Dec             (54)          (162)          (172)          (134)            (38)          (103)            (34)
Relypsa  Redwood City Dec             (80)            (74)            (44)            (26)


Press Ganey Holdings Wakefield Dec                16                 0               (7)



Phibro Animal Health Teaneck Jun                (3)               25                 7            (13)               16               (6)
Natus Medical San Carlos Dec                32               23                 4            (11)               12               11               17
Kythera Biopharmaceuticals Calabasas Dec           (136)            (52)            (37)            (11)            (16)            (15)            (20)
Cambrex East Rutherford Dec                58               30               63               14                 9               10                 8
Eagle Pharmaceutics Woodcliff Lake Sep             (18)               (6)            (19)               (5)


Sarepta Therapeutics Cambridge Dec           (136)          (112)          (121)               (2)            (32)            (25)            (24)
AMN Healthcare Services San Diego Dec                33               33               16                 5            (53)          (122)               34
Repligen Waltham Dec                  8               16               14               (0)               (4)                 6               37
Nevro Menlo Park Dec             (31)            (26)            (19)



ZIOPHARM Oncology Boston Dec             (32)            (57)            (96)            (64)            (33)               (8)            (25)
ImmunoGen Waltham Jun             (71)            (73)            (73)            (58)            (51)            (32)            (32)
DepoMed Newark Dec             132               43            (30)               71                 4            (22)            (15)
The Ensign Group Mission Viejo Dec                34               26               41               48               41               32               28
Abaxis Union City Mar 15                21               16               31               16               15               13               12
Vitamin Shoppe North Bergen Dec                61               67               61               45               29               13                 8
Raptor Pharmaceutical Novato Dec             (53)            (69)            (39)            (37)            (19)               (9)            (23)
Endologix Irvine Dec             (32)            (16)            (36)            (29)               11               (2)            (12)
Fibrogen San Francisco Dec             (60)            (15)            (33)



Bio-Reference Laboratories Elmwood Park Oct                47               46               42               36               26               22               16
ZELTIQ Aesthetics  Pleasanton Dec                  2            (19)            (30)            (10)            (14)            (18)            (21)
Atara Biotherapeutics Brisbane Dec             (28)               (9)               (4)



Coherus BioSciences Redwood City Dec             (87)            (54)            (33)



Avalanche Biotechnologies Menlo Park Dec             (25)               (5)               (2)



Arena Pharmaceuticals San Diego Dec             (61)            (19)            (85)          (109)          (125)          (153)          (238)










Total all 108 CA, MA & NJ Health Care Companies With Market Cap > $ 1Bil       59,297      37,447      32,118      35,232      29,151      37,117      28,728
….. 2014 Earnings % Increase Over 2013
58%















Total all 103 With Market Cap Under $100 Bil
      15,453      11,712         8,288      12,437         7,135         4,376         1,587
….. 2014 Earnings % Increase Over 2008
874%















Total all 98 With Market Cap Under $50 Bil
         5,240         4,434         1,730         6,498         3,221            (59)            (32)
….. 2014 Earnings % Increase Over 2008
16,475%





….. 2013-14 Earnings % Increase Over 2008-9
10,790%















Total all 94 With Market Cap Under $25 Bil
         2,782         2,284      (1,200)         3,222         1,112      (1,598)      (2,170)
….. Two Year Earnings 2014 and 2013
         5,066





….. Two Year Losses 2009 and 2008
      (3,768)





…….. Two Year Earnings Improvement
         8,834


















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