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2023-11-07 17:07:59 ET Summary Our 3-step process focuses on wide-moat stocks (as per Morningstar’s rating). We are only interested in those targets that are attractively valued in historical comparison. We share the heat map of the most investable candidates that may b...
2023-11-06 19:43:49 ET Summary Repare Therapeutics presented preliminary results from the phase 1 MYTHIC study using the lunresertib and camonsertib combination for the treatment of patients with multiple solid tumor types. The biotech plans to complete the phase 1 expansion porti...
2023-11-05 12:17:29 ET Summary The UST yield curve has steepened and this could provide an opportunity to buy US banking stocks on weakness in a no-recession scenario. Japan and Eurozone exporters can benefit from a global downturn due to easier central bank policies depreciating ...
2023-11-03 13:56:37 ET Summary Regeneron reported strong Q3 2023 results, driven by the growth of Dupixent and Libtayo, as by Eylea holding up against Vabysmo. Claims by Roche of market share gains have not translated into significant erosion for Eylea, as Regeneron managed to fin...
2023-11-03 08:40:40 ET More on Regeneron Regeneron Pharmaceuticals, Inc. (REGN) Q3 2023 Earnings Call Transcript Regeneron Pharmaceuticals, Inc. 2023 Q3 - Results - Earnings Call Presentation Regeneron Pharmaceuticals: Game-Changing Discoveries In Healthcare ...
2023-11-02 16:47:29 ET More on Kronos Bio Kronos Bio stock slightly up on positive preliminary data for investigational cancer drug Kronos Bio announces departure of CFO, Head of Corporate Development Al-Wakeel Seeking Alpha’s Quant Rating on Kronos Bio ...
2023-10-31 09:14:03 ET More on Sarepta Capricor Therapeutics, Sarepta Therapeutics: A Promising Clinical-Stage Biotech And A Commercial-Stage Leader In Duchenne Muscular Dystrophy Sarepta: Broad Label Expansion Possible With Q4 2023 Catalyst Sarepta Eyes Broadened La...
2023-10-31 08:56:11 ET Summary Monte Rosa Therapeutics is making progress in developing molecular glue degraders to target undruggable diseases. The company has released preliminary PK/PD data for its MGD MRT-2359, showing promising results in MYC-driven solid tumors. Monte Ro...
2023-10-29 12:00:27 ET More on PBMs Cigna PBM unit Express Scripts sued for overcharging pharmacies FTC investigating purchasing organizations that work on behalf of PBMs Eli Lilly, Novo, Sanofi and leading PBMs accused in California over insulin prices CVS H...
2023-10-28 08:45:00 ET Healthcare companies are spending big on developing treatments for inflammatory bowel disease (IBD), which consists of either Crohn's disease or ulcerative colitis (UC), or both. The lure for IBD treatments is that there's no known cure for IBD, and it affects as many...
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2024-07-23 05:48:00 ET Novo Nordisk (NYSE: NVO) is riding the Ozempic/Wegovy train straight to the bank. Eli Lilly (NYSE: LLY) is doing the same with Mounjaro and Zepbound. Both big drugmakers have multibillion-dollar obesity drug franchises that continue to grow rapidly. Sh...
2024-07-22 05:59:00 ET Both Pfizer (NYSE: PFE) and Roche Holdings (OTC: RHHBY) rank among the world's most powerful pharmaceutical companies. Yet neither is actively competing in the all-important market for weight loss drugs, which is currently being split between the likes...
– Two-year Phase III data presented at ASRS 2024 show Susvimo’s potential as an alternative to eye injections to treat diabetic macular edema (DME) and diabetic retinopathy (DR) – – Safety data were consistent with the known safety profile for Susvimo in people...