SPC Premium: The "10-Bagger" Biotech Blockbuster Market

Eli Lilly has the lead ...

In our quest to find the best storylines to find the best stocks, one of those top storylines is Biotech Blockbusters — the hunt for drugs that haul in $1 billion or more a year.

Identify those early on, right before they’re approved or right after, and you’ve got years of patented revenue and profits to drive the stock higher.

Biotech Blockbusters is a storyline Chief Stock Picker Bill Patalon covered back during his reporting days. And he picked it up again when he moved into the investment newsletter business.

At his previous newsletter, Private Briefing, those insights helped his subscribers score big. Back in 2012, Bill followed a tiny biotech firm called Pharmacyclics that created a new blood cancer drug just as a slew of Big Pharma players were losing key patents. It was a recurring industry nightmare called “The Patent Cliff.

The Pharmacyclics drug (called Imbruvica) was a blockbuster in the making that was earning its Food & Drug Administration approval at just the right moment. It was slated to achieve commercial status just as some of the industry’s biggest players were losing patent protection on their most-lucrative drugs.

And bought out it was: Pharmacyclics was sold to AbbVie Inc. (ABBV) for $21 billion in 2015. And the Private Briefing subscribers who followed along pocketed gains of as much 818%.

Fast-forward 10 years and we’ve identified a drug that’s equally innovative and that’s achieved “Blockbuster” status: The weight-loss drugs known as GLP-1s.