Pharmaessentia Corp (6446 TT): Strong 1Q Result; Commercialization Activity Ahead of Label Expansion
​Pharmaessentia sees record-high revenue in 1Q26, appoints new U.S. Head of Commercialization, and strengthens commercial infrastructure in Canada...
120 Views
Duality Biotherapeutics (9606 HK): Core Product Pipeline Is Progressing; Share Buyback Announced
​Duality Bio is advancing core products towards commercialization, but faces competition for market adoption. Amid multiple catalysts in 2026 for...
134 Views
Immuno-Oncology Drugs in Adjuvant Lung:Â The Next Frontier in Strengthening Moats
The potential for Merck and Roche looks underappreciated.Innovation in immuno-oncology drugs has supported the moats for Merck & Co Inc. (MRK...
614 Views
Global Markets Deteriorating...Except EM
With U.S. markets stumbling, the MSCI ACWI index is breaking down to new lows: defensive Sectors remain attractive. Relative to MSCI ACWI however,...
1.1k Views
Global Equity Strategy:Â Cautious Outlook Intact; Defensive Sectors Remain Leadership
Global equities (MSCI ACWI) are testing 52-week lows as prices have been consolidating over the last 1-2 months. Our outlook for global equities...
720 Views