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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Olympus--Dead Money for Momentum Investors; Dip-Buying Time for Long-Term Investors
Olympus generates 98% of its profits from endoscopes sales and has a 70% global share of gastro enteral endoscope systems. Their current line-up is...
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Trump Health Effect: What Is Next for the Consumer Health Industry Under Trump's Leadership?
While the US consumer health industry will remain a strong centre for investment, development and technology innovation in 2017 and is expected to...
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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...
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American Society of Hematology- (ASH) Annual Conference (2016) Review
We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...
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