Long Position with Upcoming Catalysts
We expect the complete response letter (CRL) for Andexanet Alfa to be resolved in 2017 and the drug to be launched successfully in the U.S. market....
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Lupin Ltd.: Another Undervalued Generic Drugs Powerhouse
The common stock could be worth Rs. 1874 at 25x FY2018 consensus EPS estimate (33% potential upside). Using both forward EV/EBITDA and forward P/E...
417 Views
Election Winners and Losers
President-elect Donald Trump's impact on most companies' intrinsic value is expected to be immaterial, even with a Republican-controlled Congress....
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Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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