S&P 500: Long-Term Oversold
Major indexes broke below the key support levels we were watching on the Nasdaq Composite (8,264), S&P 500 (2,855), DJI (24,681) and Russell...
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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
U.S. Equity Strategy: Defensive Areas Weakening; Broad Market Attempting to Bottom
In this report we detail our U.S. investment thesis and provide a detailed technical appraisal of the broad market, as well as highlighting...
741 Views