Legend Biotech IPO: Pass on Valuation
Legend Biotech (LEGN US)Â is one of the leading companies in developing CAR-T cell therapies in China, having received clearance for the first CAR-T...
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Gilead to Acquire a Stake in Arcus Biosciences; Offer May Come at a Large Premium
On 16th April 2020, Bloomberg reported that Gilead Sciences is considering acquiring a significant stake in Arcus Biosciences, a cancer...
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A Bottom Has Been Established; Possible Retest?
In today’s report we outline our belief that the combination of extreme oversold conditions and several key sectors/industries holding above major...
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SELL Ascletis Pharma: Why the COVID-19 Update Does Not Make Sense
We have previously discussed the short idea of Ascletis Pharma. After a few days of retreat, the stock reacted positively today to the news related...
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U.S. Equity Strategy: Upgrading Health Care to Overweight
Ongoing bullish developments continue to support our belief that we are in the early stages of a broad-based advance following a nearly 2-year...
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