The Wells Fargo equity team identified 14 high-conviction, catalyst-driven stock opportunities for the second quarter, including two Magnificent 7 names: Amazon and Tesla. The list, updated each quarter, indicates where analysts "see significant Q2 24 catalysts that could drive meaningful upside or downside." The list includes 10 Long (or Overweight) trades and 4 Short (or Underweight) trades: $亚马逊(AMZN.US)$,$Annexon(ANNX.US)$,...
Insiders at Insmed selling shares may indicate they believe the shares are overpriced. Some alignment exists between management and smaller shareholders, but lack of recent insider buying and net selling over the past year raises concerns.
Insmed's overvaluation and slower than average forecasted revenue growth raise investors' concern. Despite hopes for a turnaround, analysts express less confidence, indicating risks for shareholders and potential investors.
JP Morgan predicts growth for Insmed due to recent study updates, potential rise of Denali shares ahead of 2025 readouts, and an upside for Immunocore shares following a 'strong' oncology drug launch. Crinetics could also benefit from upcoming catalysts.
Considering the strong revenue growth, if this trend continues, the share price could follow. Insmed's recent upturn in shareholder returns is seen as a sign of business improvement.
Insmed股票讨论区
🎯 Ph 3 readouts in Q2 2024...
$CG Oncology(CGON.US)$ Phase 3
$美国联合医疗(UTHR.US)$ Phase 3
$美国联合医疗(UTHR.US)$ Phase 3
$BioCardia(BCDA.US)$ Phase 3
$Insmed(INSM.US)$ Phase 3
$GlycoMimetics(GLYC.US)$ Phase 3
$Annexon(ANNX.US)$ Phase 3
$Lipocine(LPCN.US)$ Phase 3
$FibroGen(FGEN.US)$ Phase 3
$乌龙制药(URGN.US)$ Phase 3
$Lyra Therapeutics(LYRA.US)$ Phase 3
$Citius Pharmaceuticals(CTXR.US)$ Phase 3
$Jaguar Health(JAGX.US)$ Phas...
专栏Wells Fargo's Tactical Longs and Shorts for Q2: Bullish on Amazon, Bearish on Tesla
The list, updated each quarter, indicates where analysts "see significant Q2 24 catalysts that could drive meaningful upside or downside."
The list includes 10 Long (or Overweight) trades and 4 Short (or Underweight) trades:
$亚马逊(AMZN.US)$ ,$Annexon(ANNX.US)$ ,...
Biotech Stock Catalyst Watchlist
$Intra-Cellular Therapies(ITCI.US)$ Phase 3
$CG Oncology(CGON.US)$ Phase 3
$和黄医药(HCM.US)$ Phase 3
$Viracta Therapeutics(VIRX.US)$ Phase 3
$GlycoMimetics(GLYC.US)$ Phase 3
$Annexon(ANNX.US)$ Phase 3
$Lipocine(LPCN.US)$ Phase 3
$FibroGen(FGEN.US)$ Phase 3
$乌龙制药(URGN.US)$ Phase 3
$Lyra Therapeutics(LYRA.US)$ Phase 3
$Citius Pharmaceuticals(CTXR.US)$ Phase 3
$Marinus Pharmaceuticals(MRNS.US)$ Phase 3
$BioCardia(BCDA.US)$ Phase 3...
专栏Today's pre-market stock movers: TGT, LOW, SONY, ROOT and more
• $National CineMedia(NCMI.US)$ +17.9% (AMC discloses 6.8% stake in NCMI)
• $MagnaChip Semiconductor(MX.US)$ +14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company)
• $DLocal(DLO.US)$ +13.7% (In reaction to earnings)
• $SiriusPoint(SPNT.US)$ +8.2% (Chairman and CEO resigns to pursue other opportunities)
• $Beyond Air(XAIR.US)$ +6.4% (presents positive study update from the at-home LungF...
专栏Top upgrades and downgrades on 4/27
• $阿瑞斯(ARCC.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $22
• $艾利丹尼森(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195
• $艾利丹尼森(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195 (from $215)
• $布鲁克菲尔德资产管理(BAM.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $71.50 (from $68)
• $艺康集团(ECL.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $1...
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