2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
320 Views
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...
363 Views
Ono Pharmaceutical: Time to Accumulate
New entry into our Asia Pacific Model Portfolio at 4.54% weight: We added Ono Pharmaceutical Co Ltd (4528 JP) to our Asia Pacific Model Portfolio...
341 Views
New Long Position: Novel Drug for Wet-AMD, a Common Cause of Blindness, and Upcoming Catalyst.
We opened a new long position today in Ophthotech Corp (OPHT US), an emerging biotechnology company that is developing novel drugs for wet-type...
459 Views
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...
227 Views