US Stock Market Seasonality: Shemitah Redux, The Afterparty
Almost exactly a year ago I wrote a piece on stock market seasonality titled Stock Market Seasonality - Januaries, SuperBowls, Third Years,...
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Allergan's Wide Moat Supports Industry-Leading Growth and Profit
Innovative products, strong IP, and an unmatched aesthetics franchise drive Allergan's growth outlook. We anticipate high-single-digit growth for...
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ANIMAL SPIRITS REPORT 2: APAC Valuation and Earnings Snapshot
Asia Pacific Investment Strategy In this series of introductory notes, Animal Spirits outlines the investment process and analytical framework we...
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Ono Pharmaceutical - More Bad News As Tecentriq's OAK Trial Goes Well
Roche's US subsidiary, Genentech announced that the OAK trial for Tecentriq met its primary endpoint (a statistically significant and clinically...
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Bioepis Details Don't Support the Valuation
We are following up on our previous post on the proposed listing of Samsung BioLogics US$9 Billion Valuation Is Rarefied Air in response to...
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