Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>With multiple mutations, Omicron may require modifications in the existing vaccines. With fast mover advantage and superior efficacy, <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna Inc (MRNA US)</a> seems to be a clear winner of the situation.</li>
<li>Moderna’s current expectation to deliver 2–3 billion doses in 2022 is likely to be revised upwards with the fast spread of Omicron vaccine and full approval of booster doses.</li>
<li>Moderna shares have reasonable valuation compared to its peers. Higher visibility into 2022 and beyond will lead to re-rating opportunity.</li>
</ul>


With multiple mutations, Omicron may require modifications in the existing vaccines. With fast mover advantage and superior efficacy, Moderna Inc (MRNA US) seems to be a clear winner of the situation.
Moderna’s current expectation to deliver 2–3 billion doses in 2022 is likely to be revised upwards with the fast spread of Omicron vaccine and full approval of booster doses.
Moderna shares have reasonable valuation compared to its peers. Higher visibility into 2022 and beyond will lead to re-rating opportunity.


Moderna (MRNA US): To Cash in on Omicron Fear

IPOs and Catalysts/Events, Global Equity Research Ltd

Arun George

IPOs and Catalysts/Events

Uncompromised, Independent, Conflict-Free Research

Global Equity Research Ltd

Global Equity Research was started in 2017 by a group of experienced research professionals. It was founded on a passionate belief in the importance and the need for uncompromised, independent, conflict-free research. We aim to provide differentiated and actionable primary and bottom up fundamental research.

Event-Driven

Volpara Health Technologies / Event-Driven

<ul>
<li>The <a href="https://www.smartkarma.com/entities/volpara-health-technologies" target="_blank" data-smartkarma-citation="entities:26129:1" rel="noopener">Volpara Health Technologies (VHT AU)</a> IE considers <a href="https://www.smartkarma.com/entities/lunit-inc" target="_blank" data-smartkarma-citation="entities:36033:1" rel="noopener">Lunit (328130 KS)</a>'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. </li>
<li>NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.</li>
<li>The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.</li>
</ul>


The Volpara Health Technologies (VHT AU) IE considers Lunit (328130 KS)'s A$1.15 offer fair and reasonable as it is above its A$0.67-0.82 per share valuation range. 
NZ OIO approval has been received. The scheme is conditional on shareholders' approval by more than 75% of votes cast and more than 50% of shareholders.
The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross/annualised spread was 2.2%/13.0%.


Volpara Health (VHT AU): Scheme Vote on 12 April

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Hologic, Inc. exceeded analyst expectations in terms of revenue as well as earnings.</li><li>Non-GAAP earnings per share were $0.93 and the total revenue was $984 million.</li><li>In Mammography, Hologic delivered more gantries in Q3 than in Q1 and significantly fewer than in Q2.</li></ul>

Hologic, Inc. exceeded analyst expectations in terms of revenue as well as earnings.Non-GAAP earnings per share were $0.93 and the total revenue was $984 million.In Mammography, Hologic delivered more gantries in Q3 than in Q1 and significantly fewer than in Q2.

Hologic Inc.: Decoding the Reasons Behind the Double-Digit Molecular Growth! - Major Drivers

<ul><li>Hologic managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.</li><li>The company's financial results surpassed expectations, driven by robust organic revenue growth in key divisions like Diagnostics, Surgical, and Breast Health excluding COVID-19, driven by new products, market expansion and customer loyalty.</li><li>Hologic's COVID-19 assay revenue was $233 million, down 47% sequentially, reflecting lower testing demand and increased competition.</li></ul>

Hologic managed to exceed the revenue expectations as well as the earnings expectations of Wall Street.The company's financial results surpassed expectations, driven by robust organic revenue growth in key divisions like Diagnostics, Surgical, and Breast Health excluding COVID-19, driven by new products, market expansion and customer loyalty.Hologic's COVID-19 assay revenue was $233 million, down 47% sequentially, reflecting lower testing demand and increased competition.

Hologic Inc.: 3 Key Drivers & Strategic Priorities Driving Growth – Financial Forecasts

Credit

<ul><li>Hologic, Inc. is a well-known medical technology giant focused on women's health.</li><li>In Diagnostics, they maintained top positions in key product categories for women's health, like STIs and cervical cancer.</li><li>Their Women's Health molecular diagnostics and cytology basis enable sustainable growth, foster beneficial connections with leading labs and key opinion leaders, and open the door for further innovative products.</li></ul>

Hologic, Inc. is a well-known medical technology giant focused on women's health.In Diagnostics, they maintained top positions in key product categories for women's health, like STIs and cervical cancer.Their Women's Health molecular diagnostics and cytology basis enable sustainable growth, foster beneficial connections with leading labs and key opinion leaders, and open the door for further innovative products.

Hologic Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

United States

Hologic, Inc. is a developer, manufacturer and supplier of premium diagnostic products, medical imaging systems, and surgical products. The Company's core business units focus on diagnostics, breast health, GYN surgical, and skeletal health.

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Hologic Inc (HOLX US)

Moderna (MRNA US): To Cash in on Omicron Fear

Moderna is set to fly high on the continuous increasing demand for its Covid vaccine and rich pipeline beyond Covid. Emerging Omicron variant is...

Tina Banerjee

Volpara Health (VHT AU): Scheme Vote on 12 April

The scheme vote will get up as the offer is attractive vs. historical trading ranges. At the last close and for the 21 May payment, the gross...

Arun George

Hologic Inc.: Decoding the Reasons Behind the Double-Digit Molecular Growth! - Major Drivers

Hologic, Inc. exceeded analyst expectations in terms of revenue as well as earnings. Non-GAAP earnings per share were $0.93 and the total revenue...

Baptista Research

Hologic Inc.: 3 Key Drivers & Strategic Priorities Driving Growth – Financial Forecasts

Hologic managed to exceed the revenue expectations as well as the earnings expectations of Wall Street. The company's financial results surpassed...

Baptista Research

Hologic Inc.: Detailed Credit Analysis & Financial Strength Evaluation Report

Hologic, Inc. is a well-known medical technology giant focused on women's health. In Diagnostics, they maintained top positions in key product...

Baptista Research

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