Founder Evidente. Top rated quantitative analyst, Evidente

Sam Ferraro

Founder Evidente. Top rated quantitative analyst

Evidente

Evidente is an independent financial education firm that delivers innovative financial advice to wholesale investors, including active long only funds, hedge funds, pension funds, and sovereign wealth funds, in Australia and globally.  Drawing on academic research in asset pricing, behavioural finance and portfolio construction, Evidente provides wholesale investors with commercial solutions to stock selection and asset allocation decisions across equities and other asset classes.

Macroeconomics

<span style='font-family: "Calibri",sans-serif; font-size: 14pt; mso-fareast-font-family: "Times New Roman"; mso-ansi-language: EN-AU; mso-fareast-language: EN-AU; mso-bidi-language: AR-SA; mso-bidi-font-family: Helvetica; mso-bidi-font-weight: bold;'>The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy.&nbsp;&nbsp;Monetary policy in the euro area remains slow to respond to the persistent decline in inflation and as a result, the region is vulnerable to any shock that leads to further disinflation or outright deflation.&nbsp; The IMF appears to have adopted the Larry Summers ‘secular stagnation’ view of the post crisis global economy, which draws heavily on the Reinhart/Rogoff interpretation of history; that recoveries from balance sheet recessions are structural and therefore painfully slow.&nbsp; As long as the IMF and other economic forecasters continue to downgrade expectations of global growth, investors should be overweight safe assets and defensive sectors within stock markets, particularly companies that offer sustainably high payout yields, and strong earnings predictability.&nbsp;

The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy.&nbsp;&nbsp;Monetary policy in the euro area remains slow to respond to the persistent decline in inflation and as a result, the region is vulnerable to any shock that leads to further disinflation or outright deflation.&nbsp; The IMF appears to have adopted the Larry Summers ‘secular stagnation’ view of the post crisis global economy, which draws heavily on the Reinhart/Rogoff interpretation of history; that recoveries from balance sheet recessions are structural and therefore painfully slow.&nbsp; As long as the IMF and other economic forecasters continue to downgrade expectations of global growth, investors should be overweight safe assets and defensive sectors within stock markets, particularly companies that offer sustainably high payout yields, and strong earnings predictability.&nbsp; 

The IMF's Patience with the ECB Wears Thin

Macro Strategist, Saxo Capital Markets

Kay Van-Petersen

Macro Strategist

Saxo Capital Markets

Thematic (Sector/Industry)

<ul><li>Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; </li><li>In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. </li></ul>

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central banker” will soon become mainstream.&nbsp; In this piece, KVP takes a snap shot of what happened, the significance &amp; potential ways to look to play things going forward. 

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

Sino Biopharmaceutical / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/sino-biopharmaceutical" target="_blank" data-smartkarma-citation="entities:230:1" rel="noopener">Sino Biopharmaceutical (1177 HK)</a> announced that the rovadicitinib tablet, a national category 1 innovative drug indicated for myelofibrosis, has been approved by NMPA for marketing.</li>
<li>The other major drug for myelofibrosis available in the China market is Incyte’s Jakafi (ruxolitinib) which garnered global revenue of around $3.1B in 2025.</li>
<li>The company expects to have more than 35 marketed innovative products by 2027, with revenue from innovative products accounting for over 60% of total revenue.</li>
</ul>



Sino Biopharmaceutical (1177 HK) announced that the rovadicitinib tablet, a national category 1 innovative drug indicated for myelofibrosis, has been approved by NMPA for marketing.
The other major drug for myelofibrosis available in the China market is Incyte’s Jakafi (ruxolitinib) which garnered global revenue of around $3.1B in 2025.
The company expects to have more than 35 marketed innovative products by 2027, with revenue from innovative products accounting for over 60% of total revenue.


Sino Biopharma (1177 HK): Rovadicitinib Approved for Marketing, Outlicensing Agreement with Sanofi

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

<ul><li>Incyte Corporation's second quarter of 2025 results reflect a strategic focus on expanding their product portfolio, particularly within the hematology-oncology and immunology sectors.</li><li>A notable highlight includes strong financial performance, with total product revenues reaching $1.06 billion, marking a 17% increase year-over-year.</li><li>This growth was driven by increased demand for their key products, Jakafi and Opzelura, as well as the continued launch of Niktimvo.</li></ul>

Incyte Corporation's second quarter of 2025 results reflect a strategic focus on expanding their product portfolio, particularly within the hematology-oncology and immunology sectors.A notable highlight includes strong financial performance, with total product revenues reaching $1.06 billion, marking a 17% increase year-over-year.This growth was driven by increased demand for their key products, Jakafi and Opzelura, as well as the continued launch of Niktimvo.

Incyte Corporation’s Jakafi Focus & Recent Commercial Blitz Can Turn Heads on Wall Street!

<ul><li>Incyte's first-quarter 2025 earnings report presents a mixed bag of results and outlooks, offering valuable insights for investors contemplating engagement with the company.</li><li>Analyzing the financial performance, Incyte has demonstrated significant growth, reporting a 20% year-over-year increase in total revenues, reaching $1.05 billion.</li><li>This is primarily driven by strong product revenue growth of 26%, benefitting from high demand for products such as Jakafi and Opzelura, along with the robust launch of Niktimvo.</li></ul>

Incyte's first-quarter 2025 earnings report presents a mixed bag of results and outlooks, offering valuable insights for investors contemplating engagement with the company.Analyzing the financial performance, Incyte has demonstrated significant growth, reporting a 20% year-over-year increase in total revenues, reaching $1.05 billion.This is primarily driven by strong product revenue growth of 26%, benefitting from high demand for products such as Jakafi and Opzelura, along with the robust launch of Niktimvo.

Incyte Corporation: Here Are The 5 Major Factors Propelling Our ‘Outperform’ Rating!

United States

Incyte Corp is a biopharmaceutical company. The Company discovers, develops and commercializes proprietary small molecule drugs, primarily used in oncology.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Incyte Corp (INCY US)

The IMF's Patience with the ECB Wears Thin

The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...

Sam Ferraro

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

Sino Biopharma (1177 HK): Rovadicitinib Approved for Marketing, Outlicensing Agreement with Sanofi

Sino Biopharmaceutical received approval for rovadicitinib tablet for myelofibrosis and signs outlicensing agreement with Sanofi. Aims for over...

Tina Banerjee

Incyte Corporation’s Jakafi Focus & Recent Commercial Blitz Can Turn Heads on Wall Street!

Incyte Corporation's second quarter of 2025 results reflect a strategic focus on expanding their product portfolio, particularly within the...

Baptista Research

Incyte Corporation: Here Are The 5 Major Factors Propelling Our ‘Outperform’ Rating!

Incyte's first-quarter 2025 earnings report presents a mixed bag of results and outlooks, offering valuable insights for investors contemplating...

Baptista Research

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

The IMF's Patience with the ECB Wears Thin

The updated World Economic Outlook reveals that the IMF is (rightly) fed up with the ECB’s timid approach to monetary policy. Monetary policy in...

Sam Ferraro

Never Trust A Swiss Central Banker

Post SNB surprise announcement yesterday - after leading the market on as recently as a few weeks ago on – the term “Never trust a Swiss central...

Kay Van-Petersen

Sino Biopharma (1177 HK): Rovadicitinib Approved for Marketing, Outlicensing Agreement with Sanofi

​Sino Biopharmaceutical received approval for rovadicitinib tablet for myelofibrosis and signs outlicensing agreement with Sanofi. Aims for over...

Tina Banerjee

Incyte Corporation’s Jakafi Focus & Recent Commercial Blitz Can Turn Heads on Wall Street!

Incyte Corporation's second quarter of 2025 results reflect a strategic focus on expanding their product portfolio, particularly within the...

Baptista Research

Incyte Corporation: Here Are The 5 Major Factors Propelling Our ‘Outperform’ Rating!

Incyte's first-quarter 2025 earnings report presents a mixed bag of results and outlooks, offering valuable insights for investors contemplating...

Baptista Research

Sino Biopharmaceutical received approval for rovadicitinib tablet for myelofibrosis and signs outlicensing agreement with Sanofi. Aims for over...