Smooth Transition Ahead as Ramsay Appoints New CEO From Within the Ranks
We retain our AUD 87 per share fair value estimate for narrow moat-rated Ramsay Health Care following the appointment of its Chief Operating...
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Australia's Major Banks - Look Through the Negative Sentiment
Much of the newsflow around Australia's major banks has been negative in the past year. In addition to the prospect of a further lift in capital...
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Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)
AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at...
518 Views
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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