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$Altimmune(ALT.US$ Altimmune Announces Lean Mass Preservation Data For Pemvidutide From Body Composition Study Showing 25.5% Of Weight Loss Derived From Lean Mass And 74.5% Of Weight Loss Was Derived From Adipose Tissue.
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$Viking Therapeutics(VKTX.US$ $Eli Lilly and Co(LLY.US$ $Novo-Nordisk A/S(NVO.US$ $Amgen(AMGN.US$ $Structure Therapeutics(GPCR.US$
Demand is too high for the obesity drugs but major drug companies unable to keep up with this demand. This will be an opportunity for multiple drug companies to take a pie out of the obesity market.
SubQ likely to be prescribed first for short term weight loss and oral drugs for maintenance. This is not an oncology space ...
Demand is too high for the obesity drugs but major drug companies unable to keep up with this demand. This will be an opportunity for multiple drug companies to take a pie out of the obesity market.
SubQ likely to be prescribed first for short term weight loss and oral drugs for maintenance. This is not an oncology space ...
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$Seres Therapeutics(MCRB.US$
Someone's analysis and DD on this.
Someone's analysis and DD on this.
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1. $Alibaba(BABA.US$ - cheap with high growth, high margins.
2. $Oaktree Specialty Lending(OCSL.US$ - very high yield with rising earnings & high rates.
3. $Bank of America(BAC.US$ - still pretty cheap w/ sky-high margins
4. $Brookfield(BN.US$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings(PDD.US$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor(TSM.US$ - high moat, may sell this one if it ris...
2. $Oaktree Specialty Lending(OCSL.US$ - very high yield with rising earnings & high rates.
3. $Bank of America(BAC.US$ - still pretty cheap w/ sky-high margins
4. $Brookfield(BN.US$ - cheap, good assets, very strong revenue growth, will gain if Fed cuts
5. $PDD Holdings(PDD.US$ - only at 20 times earnings (ish) despite triple digit growth
6. $Taiwan Semiconductor(TSM.US$ - high moat, may sell this one if it ris...
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📅🔍 It is the time of the year for everyone to tell their expectations for next year's stock market.
I expect the following things. What are your forecasts?
1⃣ The return of healthcare stock after a mediocre year
2⃣ The end of the semiconductor low cycle
3⃣ The continuation of very strong trends in tech: cybersecurity, cloud and of course AI
4⃣ A return to a more reasonable price for growth quality stocks (that are hard to buy at current level). This may favor value and small caps
5⃣ A year of vo...
I expect the following things. What are your forecasts?
1⃣ The return of healthcare stock after a mediocre year
2⃣ The end of the semiconductor low cycle
3⃣ The continuation of very strong trends in tech: cybersecurity, cloud and of course AI
4⃣ A return to a more reasonable price for growth quality stocks (that are hard to buy at current level). This may favor value and small caps
5⃣ A year of vo...
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$Aditxt(ADTX.US$ 6.15 I quickly went
Translated
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$Aditxt(ADTX.US$ FINTEL showing 1K share’s returned in last hour but also thats the shares LTB! Almost 47% of shares yesterday were SS’d![]()
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ColumnsEnergy is In Focus This Week
Macro Picture
China's reopening trade is still in effect. Watch for some chinese names to continue rallying.
Last week inflation expectations dropped and consumer confidence increased. Jobs numbers showed that we still need downward pressure on wages and employment numbers.
The 1.7 trillion dollar military spending bill indicates that the world's going to last well into next year. Putin is ramping up his War efforts and training for the missile batteries that are go...
China's reopening trade is still in effect. Watch for some chinese names to continue rallying.
Last week inflation expectations dropped and consumer confidence increased. Jobs numbers showed that we still need downward pressure on wages and employment numbers.
The 1.7 trillion dollar military spending bill indicates that the world's going to last well into next year. Putin is ramping up his War efforts and training for the missile batteries that are go...
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