The Dangers of Safety
Since the financial crisis, high risk assets had been buffeted by a discount rate shock, notably a lift in the equity risk premium (ERP). This...
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American Society of Hematology- (ASH) Annual Conference (2016) Review
We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...
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American Society of Hematology (ASH) -Annual Conference (2016) Preview
With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...
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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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Hybrids: Have We Recovered Since February?
Back in February 2016, trading margins of ASX-listed hybrid securities widened significantly. As a result, there were a number of attractive...
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