We Are Buying This Large Cap Biotechnology Company After Trump's Election Win
We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures...
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President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
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Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector:Mid-Week Update (October 27)
SummaryWe discuss our portfolio companies Acadia Pharmaceuticals Inc (ACAD US), Portola Pharmaceuticals Inc (PTLA US), Dynavax Technologies Corp...
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