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2024-02-01 10:13:39 ET More on Bristol-Myers, Johnson & Johnson, etc. Pfizer Is Down 54% From Highs, Now Yields 6.1% Eli Lilly: GLP-1's Potential In More Indications Should Unlock Significant Value Pfizer: Reviewing Q4 Earnings, FY24 Guidance - Why I Disagree Wit...
2024-02-01 10:13:39 ET More on Bristol-Myers Squibb, Johnson & Johnson, etc. Pfizer Is Down 54% From Highs, Now Yields 6.1% Eli Lilly: GLP-1's Potential In More Indications Should Unlock Significant Value Pfizer: Reviewing Q4 Earnings, FY24 Guidance - Why I Disag...
2024-01-31 12:39:03 ET Novartis AG (NVS) Q4 2023 Earnings Conference Call January 31, 2024 08:00 AM ET Company Participants Samir Shah - Global Head of Investor Relations Vas Narasimhan - Chief Executive Officer Harry Kirsch - Chief Financial Officer Confer...
2024-01-29 13:47:30 ET Summary Today, we take a look at Legend Biotech Corporation, a commercial-stage biopharmaceutical company focused on developing cell therapies for oncology and other indications. The company has one approved product on the market, LCAR-B38M, for the treatmen...
2024-01-26 07:16:34 ET More on Cigna, CVS Health, etc. Humana: The $300 Level Could Get Taken Out In The Near Future Humana Inc. (HUM) Q4 2023 Earnings Call Transcript CVS Health: Back In The Buy Column Humana gets downgrade at Deutsche Bank as stock nears fo...
2024-01-19 01:30:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
2024-01-18 11:00:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...
2024-01-14 03:40:00 ET Summary Shanghai Argo Biopharma entered two agreements with Novartis for a total value of $4.2 billion. San Diego’s Ambrx Biopharma will be acquired by Johnson & Johnson for $2 billion. GSK plans to acquire Aiolos Bio, a San Francisco-London s...
2024-01-11 12:44:34 ET More on Cytokinetics Cytokinetics: Clear Win For Aficamten In SEQUOIA-HCM Phase 3 Trial (Upgrade) Cytokinetics: Buyout Rumors Ahead Of The Key Phase 3 Readout Of Aficamten Cytokinetics, Incorporated (CYTK) Q3 2023 Earnings Call Transcript ...
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...
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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...