Long Position with Upcoming Catalysts
We expect the complete response letter (CRL) for Andexanet Alfa to be resolved in 2017 and the drug to be launched successfully in the U.S. market....
365 Views
Samsung Biologics IPO: Another Way for the Company's Relative Valuation
We used price/sales ratio for relative valuation of Samsung Biologics Co., Ltd (207940 KS) , a growing company that has yet to show an operating...
224 Views
Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
106 Views
Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
217 Views
Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act
Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...
454 Views