U. S. Equity Strategy: Small-Caps Closing the Gap
Major averages in the US (S&P 500, Dow, Russell 2000) and Europe (STOXX 600 & 50) each had throwbacks to their prior breakout levels last...
575 Views
Immuno-Oncology Drugs in Adjuvant Lung: 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
Genomics as an Investment Theme
Genomics as an investment theme Costs of sequencing a human genome have fallen to less than $1,000 China leads the world in gene sequencing The...
430 Views
US Healthcare Overhaul Stumbling, Singapore Cyclical Rally Looking Premature
The Republican replacement for ‘Obamacare’ has been announced and looks an incoherent mess – resurgent healthcare inflation will be a drag on...
1.8k Views
AI & Machine Learning Disrupting The Healthcare Industry
In the omnipresence of machine learning, one of the most impacted segments is healthcare. Not only is AI in healthcare at the forefront of a...
786 Views