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: $アマゾン・ドット・コム(AMZN.US)$,$アネクソン(ANNX.US)$,...
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.
Gainers: •$ナショナル・シネメディア(NCMI.US)$+17.9% (AMC discloses 6.8% stake in NCMI) •$マグナチップセミコンダクター(MX.US)$+14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company) •$ディーローカル(DLO.US)$+13.7% (In reaction to earnings) •$シリウスポイント(SPNT.US)$+8.2% (Chairman and CEO resigns to pursue other opportunities) •$ビヨンド・エアー(XAIR.US)$+6.4% (presents positive study update from the at-home LungF...
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dk moo :
Good looking well run company $Hope Bancorp (HOPE.US)$ . Took a hit during SVB drama but coming back. Ex-Dividend Date 8/2 on 5.26%
インスメッドに関するコメント
🎯 Ph 3 readouts in Q2 2024...
$CG Oncology(CGON.US)$ Phase 3
$ユナイテッド・セラピューティクス(UTHR.US)$ Phase 3
$ユナイテッド・セラピューティクス(UTHR.US)$ Phase 3
$バイオカーディア(BCDA.US)$ Phase 3
$インスメッド(INSM.US)$ Phase 3
$グリコミメティクス(GLYC.US)$ Phase 3
$アネクソン(ANNX.US)$ Phase 3
$リポシン(LPCN.US)$ Phase 3
$ファイブロジェン(FGEN.US)$ Phase 3
$ユーロジェン・ファーマ(URGN.US)$ Phase 3
$ライラ・セラピューティクス(LYRA.US)$ Phase 3
$シティアス・ファーマシューティカルズ(CTXR.US)$ Phase 3
$ジャガー・ヘルス(JAGX.US)$ Phas...
コラム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:
$アマゾン・ドット・コム(AMZN.US)$ ,$アネクソン(ANNX.US)$ ,...
Biotech Stock Catalyst Watchlist
$イントラセルラー・セラピーズ(ITCI.US)$ Phase 3
$CG Oncology(CGON.US)$ Phase 3
$ハチメド・チャイナ(HCM.US)$ Phase 3
$ビラクタ・セラピューティクス(VIRX.US)$ Phase 3
$グリコミメティクス(GLYC.US)$ Phase 3
$アネクソン(ANNX.US)$ Phase 3
$リポシン(LPCN.US)$ Phase 3
$ファイブロジェン(FGEN.US)$ Phase 3
$ユーロジェン・ファーマ(URGN.US)$ Phase 3
$ライラ・セラピューティクス(LYRA.US)$ Phase 3
$シティアス・ファーマシューティカルズ(CTXR.US)$ Phase 3
$マリナス・ファーマシューティカルズ(MRNS.US)$ Phase 3
$バイオカーディア(BCDA.US)$ Phase 3...
コラムToday's pre-market stock movers: TGT, LOW, SONY, ROOT and more
• $ナショナル・シネメディア(NCMI.US)$ +17.9% (AMC discloses 6.8% stake in NCMI)
• $マグナチップセミコンダクター(MX.US)$ +14.8% (report that private equity firms including Carlyle Group (CG) will bid for the company)
• $ディーローカル(DLO.US)$ +13.7% (In reaction to earnings)
• $シリウスポイント(SPNT.US)$ +8.2% (Chairman and CEO resigns to pursue other opportunities)
• $ビヨンド・エアー(XAIR.US)$ +6.4% (presents positive study update from the at-home LungF...
コラムTop upgrades and downgrades on 4/27
• $Ares Capital Corp(ARCC.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $22
• $エイブリィ・デニソン(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195
• $エイブリィ・デニソン(AVY.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $195 (from $215)
• $ブルックフィールド・アセット・マネジメントLTD(BAM.US)$ : Credit Suisse Upgrades to Outperform from Neutral - PT $71.50 (from $68)
• $エコラボ(ECL.US)$ : JPMorgan Upgrades to Overweight from Neutral - PT $1...
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