Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
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Vermilion Macro Vision - U.S. Equity Strategy: Sector Commentaries with Recommendations
Our last strategy “Fake Moves” highlighted our view that the markets were showing no parallel to the “fake news” narrative and indeed provided a...
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Biosimilar Battlefield: Samsung Bioepis Forecast
This Insight uses the biosimilar market model discussed in Surveying The Biosimilar Battlefield to build a long-term revenue forecast for the...
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Surveying The Biosimilar Battlefield
The biosimilar market has been of particular interest to us in light of the high expectations set for Samsung Biologics Co., Ltd (207940 KS) and...
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U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
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