$BIOTECH - The biotech sector, particularly in rare diseases like SMA, shows significant potential with a multi-billion dollar market and successful drugs from major companies.
$BIOGEN - Biogen's success with their SMA drug, including high pricing and significant revenue, indicates strong potential in the rare disease market.
$RAREDISEASE - The rare disease market, particularly SMA treatments, has shown significant progress with multiple approved drugs and substantial revenue potential.
$ROCHE - Roche's success in developing an approved SMA drug suggests potential growth in the rare disease market.
$NOVARTIS - Novartis's involvement in the SMA treatment market through AveXis acquisition indicates potential growth in the rare disease sector.
Bearish:
$TRADPHARMA - Traditional pharmaceutical companies focused on 'big things' may miss out on valuable opportunities in the growing rare disease market.