Celgene and Bristol-Myers Squibb – Undervalued and Underappreciated
A dismal 2018 for the pharmaceutical and bio-tech stocks seems far in the rear view mirror. 2019 began with a bang with two blockbuster deals in...
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Biosimilar Battlefield Update: It's Getting Uglier
A confluence of negative news is causing sharp declines (or trading suspensions) in the share prices of Samsung Biologics Co., (207940...
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Ascletis Pharma (1672 HK) IPO: First in Line
Ascletis Pharma is the first pharmaceutical company to file for an IPO in Hong Kong after the government allowed pre-revenue biotech companies to...
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Biosimilar Battlefield: U.S. Humira Pushed to 2023
We are updating our market model to reflect the patent litigation settlement between Amgen Inc (AMGN US) and Abbvie Inc (ABBV US) , the...
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U.S. Equity Strategy: Reiterating Biotechs, Gold Miners; Downgrading Financials to Market Weight
Key themes: Downgrading Financials. Given the Sector’s relative deterioration, we are downgrading Financials to market weight. Pockets of strength...
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