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The following slide deck was published by AstraZeneca PLC in conjunction with their 2022 Q1 earnings call. For further details see: AstraZeneca PLC 2022 Q1 - Results - Earnings Call Presentation
COVID is not over, but the situation for the many vaccine developers late to the party (including Novavax) is unclear. There is significant ambiguity about what actual demand for the Novavax vaccine is; I don’t see ~2 billion doses as firm commitments. Gavi/COVAX was seen t...
Fisher's 13F portfolio value decreased from ~$179B to ~$165B in Q1 2022. Nvidia, Intuit, Broadcom, Verizon, Uber, AMD, & Meta Platforms were increased while reducing Intel, Walmart, Walt Disney, Cisco, UnitedHealth, Starbucks & Visa this quarter. The top three positions ar...
THW is a rare healthcare fund that performed well in April 2022 as well as in past 3 months and 3 years. THW is relatively better protected from market risk due to exposure in global equity markets. THW’s stock selection is impressive, and top investments generated high pos...
After the Alexion maxi-acquisition, the company beat both revenue and EPS consensus. Premium pipelines deserve a premium valuation. 2022 guidance confirmed. For further details see: AstraZeneca: Our Next Growth Pick
Clovis, a "trading stock," has some shakiness in its fundamentals. Moreover, the shares tend to rise and fall for you to trade for short-term gains. Due to upcoming catalysts in June, Clovis is a trading stock that is about to embark on another bullish cycle. Despite being a tradi...
The following slide deck was published by AstraZeneca PLC in conjunction with this event. For further details see: AstraZeneca (AZN) Investor Presentations - Slideshow
BCRX halted enrollment in 3 trials of BCX9930 following elevated serum creatine in some patients, which indicates kidney impairment. While Orladeyo is doing very well, BCX9930 was BioCryst's pipeline future. With strong competition from Novartis and soliris biosims, BCX9930's pros...
The Financial Prophet's All-Weather Portfolio "AWP" delivered another solid quarter in Q1. Diversification, adjustments around pivotal points in the market, and effective hedging helped optimize the portfolio's returns. However, not everything worked out as well as it could have. ...
A direct comparison between 4 much discussed COVID vaccines has shown the 2 mRNA-based vaccines from BioNTech/Pfizer and Moderna as superior. Novavax’s genetically engineered protein vaccine, while effective, had a less impressive profile. Novavax is late to the party and s...
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Inaugural Asia Summit on Global Health successfully explores healthcare landscape HONG KONG, Nov 25, 2021 - (ACN Newswire) - Co-organised by the Government of the Hong Kong Special Administrative Region (HKSAR) and the Hong Kong Trade Development Council (HKTDC), the inaugural...
Inaugural Asia Summit on Global Health opens today HONG KONG, Nov 24, 2021 - (ACN Newswire) - Co-organised by the Government of the Hong Kong Special Administrative Region (HKSAR) and the Hong Kong Trade Development Council (HKTDC), the inaugural Asia Summit on Global Health (...
A new study with information regarding the “rare but devastating” blood clotting issue affiliated with the Oxford- AstraZeneca (OTCMKTS: AZNCF) Covid-19 vaccine has been released. Nevertheless, according to British scientists, there have been no new cases of blood cl...