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2024-01-10 10:15:00 ET Summary We are value investors. In constructing portfolios for our clients, we seek out companies that we believe are trading in the market at significant discounts to their underlying value. These businesses must offer significant profit potential and be run by...
2024-01-10 08:01:12 ET Summary Data readout from phase 2 GALAXIES Lung-201 study, using belrestotug in combination with dostarlimab to treat patients with 1st-line advanced/metastatic NSCLC, expected 2024. The global non-small cell lung cancer market is expected to reach $36.9 bil...
2024-01-09 14:50:02 ET Novartis AG (NVS) 2024 J.P. Morgan 42nd Annual Healthcare Conference Call January 8, 2024 09:00 ET Company Participants Vas Narasimhan - Chief Executive Officer Conference Call Participants Richard Vosser - J.P. Morgan Presentatio...
2024-01-08 11:54:11 ET More on Novartis Novartis: Post Investor Day, Higher Guidance Priced In Novartis AG (NVS) 10th Annual ESG Investor Event Conference (Transcript) Sandoz Group: Novartis Spinoff With A Double-Digit EBITDA CAGR Through 2028 Alphabet unit i...
2024-01-08 11:19:33 ET More on Alphabet Google: Don't Be Too Late To The Party! Google: It Warrants A Large Allocation Google: Time To Load Up (Upgrade) Apple, Alphabet, Broadcom, Nvidia CEOs to meet with EU antitrust chief next week Pinterest and Sna...
2024-01-07 04:45:00 ET Summary Suzhou Ribo Life Science formed a collaboration with Boehringer Ingelheim in a deal that could be worth up to $2 billion. Suzhou MediLink Therapeutics out-licensed global rights for its pre-clinical c-Mesenchymal epithelial transition factor ADC to R...
FDA approval of the company’s second US Radioligand Therapy (RLT) manufacturing facility increases RLT production capacity to 250,000 doses in 2024 and beyond New 70,000-square foot RLT facility is the company’s largest and most advanced in the world to date and centrall...
2023-12-29 14:54:46 ET Summary I review the stocks of five world-class companies that I am convinced will bring me closer to my ambitious goal of being able to fund my living expenses through dividends. I point out the specifics of the companies' business models, discuss their pro...
2023-12-28 15:06:23 ET More on AbbVie, Amgen, etc. The Pfizer Advantage: High Dividend Yield, JN.1 Variant, And Therapeutic Innovations Pfizer: Why I Am Buying The 5.92% Yield After The 2.4% Dividend Increase Bristol Myers Squibb: Too Many Headwinds To Ignore, Despit...
2023-12-22 18:18:15 ET Summary Today, we revisit Bicycle Therapeutics plc, a UK-based clinical stage biotech company focused on developing medicines for underserved diseases. The company has inked two significant collaboration deals with large drug makers in 2023 and continues to ...
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FDA approval of the company’s second US Radioligand Therapy (RLT) manufacturing facility increases RLT production capacity to 250,000 doses in 2024 and beyond New 70,000-square foot RLT facility is the company’s largest and most advanced in the world to date and centrall...
APPLY-PNH extension data show that continuous Fabhalta ® (iptacopan) treatment in adults with paroxysmal nocturnal hemoglobinuria (PNH) enabled sustained hemoglobin-level increases to near-normal (≥12 g/dL), blood transfusion avoidance, and improved patient-reported fatigu...
With 5.6 months of additional follow-up and 78.3% of patients having completed Kisqali ® (ribociclib) investigational treatment, the updated analysis shows sustained iDFS benefit and stability in secondary endpoints including overall survival (OS) 1,2 iDFS...