U.S. Remsima Expectations Too Optimistic
USFDA approved Celltrion’s Remsima, a biosimilar for JNJ’s Remicade, for use in treating rheumatoid arthritis, ulcerative colitis, Crohn’s, and...
307 Views
Stock Market Outlook: Stocks Start to Look More Attractive
We view the overall market as slightly undervalued, based on our fair value estimates for approximately 1,500 global companies. The financial...
303 Views
Navigating Risk off Transition
ChartonicsEurope is the underperform short bet but our EM outperform hit a road block as copper turned down hard (sold down long exposure on March...
444 Views
Sientra - Sheer Value
Misfortune and uncertainty has left Sientra trading below liquidation value.  The tangible impact on the business is minimal while the...
292 Views
Inflation - Really?
We're awash in concerns over inflation - the Economist last week, and multiple speakers at the 2nd Independent Research Conference where...
326 Views