TKPHF News and Press, Takeda Pharmaceutical Co Ltd From 07/31/21

Takeda Pharmaceutical Co Ltd (TAK) Q1 2022 Earnings Conference Call July 30, 2021, 06:00 ET Company Participants Christopher O'Reilly - Global Head, IR & Global Finance Christophe Weber - President & CEO Andrew Plump - President, Research & Development Constantine Saroukos - CFO M...

The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with their 2022 Q1 earnings call. For further details see: Takeda Pharmaceutical Company Limited 2022 Q1 - Results - Earnings Call Presentation

A dashboard with metrics in healthcare industries. Value and quality scores, and their evolution since last month. Focus on IDNA. A list of cheap stocks. For further details see: IDNA And Healthcare Dashboard For July

Massive trade on a binary event makes my month and helps eliminate much of my underperformance so far this year. Big buys on a couple of new stocks in June set my portfolio up for success as I consolidate my stocks down to more concentrated bets. A portfolio built for individual i...

Glenview Capital Management’s 13F portfolio value increased from $4.36B to $5.90B this quarter. The number of positions increased from 54 to 63. They increased AmerisourceBergen, Facebook, Alphabet, and Baxter International while reducing Laboratory Corp. and dropping Expedia G...

John Paulson’s 13F portfolio value increased from $3.85B to $4.35B this quarter. Paulson & Company added Perpetua Resources and increased Alexion Pharmaceuticals while dropping Discovery and ViacomCBS during the quarter. Their top three positions are at 45% of the entir...

Takeda Pharmaceutical Company Limited (TAK) Q4 2020 Earnings Conference Call May 11, 2021, 8:00 am ET Company Participants Christopher O'Reilly - Global Head, IR Christophe Weber - President & CEO Andy Plump - President, R&D Costa Saroukos - CFO Ramona Sequeira - President, U.S. Busin...

Grifols operates in the very attractive and lucrative plasma business. The plasma-supply chain has been disrupted by the pandemic but the situation should normalize with the vaccination. Even though some new medicines could potentially disrupt the market, we believe related fears ...

The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with this event. For further details see: Takeda Pharmaceutical (TAK) WAVE 1 PIPELINE MARKET OPPORTUNITY CALL (PART 2)

I am a big fan of the ARK funds and Cathie Wood in particular. Upon reviewing the asset mix of the ARK Genomic Revolution Multi-Sector ETF, I came away less than enthused. The turbocharged returns seem to be a thing of the past as detailed below. For further details see: ...