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Fisher’s 13F portfolio value increased from $102.5B to $117.8B in Q3 2020. They increased NextEra Energy, UnitedHealth, 3M Company, and Thermo Fisher Scientific while decreasing Starbucks, Total SA, and Royal Dutch Shell during the quarter. Fisher has a number of small posi...
GSK and ABBV are both attractively valued and high-yield picks available in the pharma space, discounted for their respective generics-eroded segments. We think that neither is a bad option in the long term, but would opt for GSK due to its lesser focus on oncology, a market that is b...
Clovis Oncology is a higher-risk holding that has significant risk baked into the future outlook, and larger players have better product labels in our view. The company's cash position is tight, and we question the runaway guided by management, plus see evidence of poor liquidity thro...
Like every week on my TEV blog, I want to show you some stocks that will go ex-dividend in the next few days. I'll also review a few companies currently in the focus of investors or that have an attractive fundamental valuation. Additionally, I'll give you some insights into my re...
The FDA lifted all holds on all CymaBay liver disease studies back in July, since, shares have begun clawing back, +319% upside YTD. The company has presented positive top-line data from the ENHANCE study for Seladelpar, which shows high conversion potential in a complex chronic disea...
Vir Biotechnology has a deep pipeline across many disease segments, reducing concentration risk in the portfolio and expanding commercial reach. The company has key collaborations with large players, providing long-tailed asset returns whilst partners do the heavy lifting in commercia...
Kahn Brothers’ 13F portfolio value decreased from $592M to $528M this quarter. Patterson-UTI was increased while reducing Merck, Seaboard, Sterling Bancorp, and Hologic. The portfolio continues to be very concentrated with the top five positions accounting for ~48% of the 1...
Projecting Innoviva's earnings is pretty easy. For professional investors, it's even easier. Yet the stock fluctuates like crazy, and often, the highest volatility comes when earnings have just been revealed. The sometimes evident disconnect between market action and certain funda...
Compass Therapeutics has filed to raise $50 million in an IPO. The firm is advancing programs to treat various cancers, including Her2+ breast cancer. CMPX has produced intriguing results in preclinical studies for its lead candidate. For further details see: Compass The...
GlaxoSmithKline PLC (GSK) Q3 2020 Earnings Conference Call October 28, 2020 10:00 AM ET Company Participants Sarah Elton-Farr - Head of Investor Relations Emma Walmsley - Chief Executive Officer Iain Mackay - Chief Financial Officer Luke Miels - President, Global Pharmaceuticals David Redfern...
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New York City, NY:March 27, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Color Ultrasonic Diagnostic Apparatus Market in Global Industry: 2020 Research and New Innovations in Medical Devices Sector. The prime objective of the report is to ...
New York City, NY:March 27, 2020 – Published via (Wired Release) – Recent Research and Future Market Potential of Chemical Mechanical Planarization Slurries Market in Global Industry: 2020 Research and New Innovations in Chemicals and Materials Sector. The prime objective of the ...