Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on the Communications Sector as we are seeing steady relative strength ranking (RSR) improvements over the last couple of months. At the Group level, we highlight select smid-cap Casinos &amp; Gaming stocks. Finally, India’s S&amp;P BSE SENSEX is breaking out to new all-time highs as RS bullishly inflects, we highlight actionable stocks.

Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on the Communications Sector as we are seeing steady relative strength ranking (RSR) improvements over the last couple of months. At the Group level, we highlight select smid-cap Casinos &amp; Gaming stocks. Finally, India’s S&amp;P BSE SENSEX is breaking out to new all-time highs as RS bullishly inflects, we highlight actionable stocks.

Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure

Healthcare Specialist

Winnie Wong

Thematic (Sector/Industry)

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/039/292/original/IVF_Eggs_pic.png?1511846585" class="editor-image img-responsive" data-smartkarma-image-id="39292"></figure>
As their biological clock ticks on, many women in their 30s begin to worry about having a baby before it's too late.  Now there is a way to put a brake on motherhood by preserving your eggs for future use.  Australia's first dedicated egg-freezing clinic opened its doors last Thursday which could become a game-changer for single and career-driven women wanting to have children later in life.
<a href="https://geneahorizon.com.au/" target="_blank" rel="noopener">Genea Horizon</a>, opened by <a href="https://www.genea.com.au" target="_blank" rel="noopener">Genea</a>, the country's third-largest IVF service provider, was launched on the…


As their biological clock ticks on, many women in their 30s begin to worry about having a baby before it's too late.  Now there is a way to put a brake on motherhood by preserving your eggs for future use.  Australia's first dedicated egg-freezing clinic opened its doors last Thursday which could become a game-changer for single and career-driven women wanting to have children later in life.
Genea Horizon, opened by Genea, the country's third-largest IVF service provider, was launched on the…

Invest in Life: The Latest (Corporate) Development in the Australian IVF Industry

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

<ul>
<li>The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other R&amp;D intensive, knowledge based sectors is stark.</li>
<li>I went short US biotech in mid-2015, when the global sector saw a burst of euphoric optimism – ex Japan pharma, most sub-indices haven’t regained those levels since.</li>
<li>Despite the assumed demographic tailwind, a declining R&amp;D productivity trend has been an issue since the late 1990s - a major new drug launch…</li>
</ul>


The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other R&amp;D intensive, knowledge based sectors is stark.
I went short US biotech in mid-2015, when the global sector saw a burst of euphoric optimism – ex Japan pharma, most sub-indices haven’t regained those levels since.
Despite the assumed demographic tailwind, a declining R&amp;D productivity trend has been an issue since the late 1990s - a major new drug launch…


Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?

Information Technology Consultant

Ishita Jain

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a transformation, it has attracted immense funding and attention in the past couple of years. With machines becoming intelligent, medical marvels will be like never before and plenty of medical opportunities will bloom. With the excitement afoot in the investor and research communities, this article highlights applications of machine learning that are worth observing.

AI & Machine Learning Disrupting The Healthcare Industry

Asia Healthcare Analyst, Pathology Associates Limited

Dion Stéfan Büchner M.D., FCAP

Asia Healthcare Analyst

Pathology Associates Limited

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

AML represents one of the largest hematologic cancer populations with one of the worst survival rates. Global prevalence is expected to increase at 2015-20 CAGR of ~12% to 434,214 in 2020.The current standard of care for newly diagnosed patients is a combination of daunorubicin and cytarabine, commonly known as 7+3. However, durable remissions occur only in a minority of adult patients. Hence r/r AML remains a disease of high unmet need, especially for “elderly” patients. Treatment landscape…

Relapsed/Refractory Acute Myeloid Leukemia (R/R AML)

Germany

Merck KGaA is a global pharmaceutical and chemicals company. The Company researches drugs in the areas oncology and neurodegenerative as well as autoimmune and inflammatory diseases. Also, it markets cardiovascular, fertility, endocrinology, and over-the-counter products as well as products for flat screens and the pharmaceutical, food, cosmetics, packaging, and coatings.

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Merck KGaA (MRK GY)

Global Strategy: Health Care Outperforming - Overweight; India Breaking Out -Add Exposure

Today's report puts a spotlight on the Health Care Sector, which is assuming a global leadership role vs. other Sectors. We also focus on...

Vermilion Research

Invest in Life: The Latest (Corporate) Development in the Australian IVF Industry

As their biological clock ticks on, many women in their 30s begin to worry about having a baby before it's too late. Now there is a way to put a...

Winnie Wong

Drugs Evolving Into 'Biological Software' to Boost Moribund Pharma Sector?

The global pharma and biotech sector has underperformed by about four points this year, and five over three years – the divergence with other...

Sean Maher

AI & Machine Learning Disrupting The Healthcare Industry

In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...

Ishita Jain

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...

Dion Stéfan Büchner M.D., FCAP

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