reports
Incyte Corp: 1 director
A director at Incyte Corp sold 12,352 shares at 72.690USD and the significance rating of the trade was 72/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly sho...
- Dave Nicoski
- Ross LaDuke
ILMN ILLUMINA INC.
KMX CARMAX INC.
TFX TELEFLEX INCORPORATED
OMCL OMNICELL INC.
MDT MEDTRONIC PLC
MD MEDNAX INC.
LAD LITHIA MOTORS INC. CLASS A
JNJ JOHNSON & JOHNSON
GILD GILEAD SCIENCES INC.
EXPE EXPEDIA GROUP INC.
CNMD CONMED CORPORATION
CHTR CHARTER COMMUNICATIONS INC. CLASS A
BXP BOSTON PROPERTIES INC.
ATSG AIR TRANSPORT SERVICES GROUP INC.
APPS DIGITAL TURBINE
ANGO ANGIODYNAMICS INC.
AMPH AMPHASTAR PHARMACEUTICALS INC
AUP AURINIA PHARMACEUTICALS INC.
CRI CARTER'S INC.
LBRDA LIBERTY BROADBAND CORP. CLASS A
ASIX ADVANSIX INC.
CSCO CISCO SYSTEMS INC.
KREF KKR REAL ESTATE FINANCE TRUST
ROKU ROKU INC. CLASS A
PGC PEAPACK-GLADSTONE FINANCIAL CORP.
ZM ZOOM VIDEO COMMUNICATIONS INC. CLASS A
NVST ENVISTA HOLDINGS
MTCH MATCH GROUP INC.
GEVO GEVO
CGEM CULLINAN ONCOLOGY INC
OLPX OLAPLEX HLDGS INC
TSE TRINSEO PLC
EXFY EXPENSIFY INC
CCI CALAMOS GLB CNVRTBL & DYNMC INC COM
CSOAD COASTAL CONTACTS INC COM
- Dave Nicoski
- Ross LaDuke
ANTM ANTHEM INC.
TSN TYSON FOODS INC. CLASS A
RYAM RAYONIER ADVANCED MATERIALS INC
RY. ROYAL BANK OF CANADA
MRK MERCK & CO. INC.
LAZ LAZARD LTD CLASS A
KHC KRAFT HEINZ COMPANY
K KELLOGG COMPANY
GIS GENERAL MILLS INC.
GILD GILEAD SCIENCES INC.
FIBK FIRST INTERSTATE BANCSYSTEM INC. CLASS A
CVS CVS HEALTH CORPORATION
CPB CAMPBELL SOUP COMPANY
CNC CENTENE CORPORATION
CF CF INDUSTRIES HOLDINGS INC.
CAG CONAGRA BRANDS INC.
BGS B&G FOODS INC.
ARWR ARROWHEAD PHARMACEUTICALS INC.
ABUS ARBUTUS BIOPHARMA CORP.
VIRT VIRTU FINANCIAL INC. CLASS A
FDP FRESH DEL MONTE PRODUCE INC.
CENX CENTURY ALUMINUM COMPANY
KMI KINDER MORGAN INC CLASS P
KO COCA-COLA COMPANY
LMT LOCKHEED MARTIN CORPORATION
SJM J.M. SMUCKER COMPANY
ABBV ABBVIE INC.
MRNA MODERNA INC.
VTRS VIATRIS INC.
RLAY RELAY THERAPEUTICS
RNA AVIDITY BIOSCIENCES
DOLE DOLE PLC
- Brian Moretta
- Mark Thomas
- Martin Hall
- Riccardo Bindi
Hardman & Co Monthly: April 2023
Feature article: 2022 Pharma Statistics - 8.7% growth – but worrying signs An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2022, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2022. 2022 was characterised by 8.7% underlying growth, offset by a large forex impact (-12%), due to USD stren...
INCY INCYTE CORP
IPN IPSEN SA
NOVN NOVARTIS AG
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
REGN REGENERON PHARMACEUTICALS INC.
LLY MERCK & CO. INC.
JNJ ELI LILLY AND COMPANY
J7Z JOHNSON & JOHNSON
HZNP JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
GILD HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
BMY GILEAD SCIENCES INC.
BIIB BRISTOL-MYERS SQUIBB COMPANY
FEV BIOGEN INC.
IBT FIDELITY EUROPEAN VALUES PLC
FCSS INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FSV FIDELITY CHINA SPECIAL SITUATIONS PLC
FJV FIDELITY SPECIAL VALUES PLC
FAS FIDELITY JAPAN TRUST
AVO FIDELITY ASIAN VALUES PLC
CLIG ADVANCED ONCOTHERAPY
MRK CITY OF LONDON INVESTMENT GROUP
NOVO B MERCK KGAA
novob NOVO NORDISK A/S CLASS B
RECI NOVO NORDISK
SAN REAL ESTATE CREDIT INVESTMENTS
UCB SANOFI
HIK UCB S.A.
PIN HIKMA PHARMACEUTICALS PLC
PFIZER PANTHEON INTERNATIONAL
4506 PFIZER
4523 SUMITOMO DAINIPPON PHARMA CO. LTD.
4507 EISAI CO. LTD.
4568 SHIONOGI & CO. LTD.
VTAS DAIICHI SANKYO COMPANY LIMITED
STX VOLTA FINANCE (GBP)
4502 SHIELD THERAPEUTICS
HAT TAKEDA PHARMACEUTICAL CO. LTD.
OCI H&T GROUP
4578 OAKLEY CAPITAL INVESTMENTS
APAX OTSUKA HOLDINGS CO. LTD.
4503 APAX GLOBAL ALPHA
ICGT ASTELLAS PHARMA INC.
UTHR ICG ENTERPRISE TRUST
PFE UNITED THERAPEUTICS CORPORATION
AZN PFIZER INC.
GLAXO ASTRAZENECA PLC
ABBV GLAXOSMITHKLINE PHARMACEUTICALS
VRX CN ASTELLAS PHARMA INC
MRNA ABBVIE INC.
TXG BAUSCH HEALTH COMPANIES INC.
NOVO MODERNA INC.
VTRS 10X GENOMICS INC CLASS A
4568.T NOVO NORDISK A/S-B
ME VIATRIS INC.
OCL DAIICHI SANKYO COMPANY
LUND A LIMITED
23ANDME HLDG CO
OAKLEY CAPITAL
H. LUNDBECK A/S
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Indexes Form Bear Flag Patterns Within Downtrends We continue to view the price action over the past month as a bear market bounce in the S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM), as each index appears to be forming a bearish flag pattern. Until the S&P 500, QQQ, and IWM can break above their YTD downtrends, we remain bearish, and believe investors should be using rallies to reduce overall exposure in preparation for new lows ahead... see charts below. U.S. Dollar, 10-Yr Treasury Yiel...
INCY INCYTE CORP
AMN AMN HEALTHCARE SERVICES INC.
VRTX VERTEX PHARMACEUTICALS INCORPORATED
NOVA NOVO NORDISK A/S ADS
MRK MERCK & CO. INC.
LLY ELI LILLY AND COMPANY
JNJ JOHNSON & JOHNSON
BMY BRISTOL-MYERS SQUIBB COMPANY
BIIB BIOGEN INC.
CCRN CROSS COUNTRY HEALTHCARE INC.
PFE PFIZER INC.
ABBV ABBVIE INC.
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Signs of Disinflation? A bear market bounce is underway after the S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM) found support at their respective downtrend channels, a possibility we discussed last week. Still, until the S&P 500, QQQ, and IWM can break above their various downtrends, we remain bearish, and believe investors should be using rallies to reduce overall exposure. Signs of Disinflation? We are starting to see early signs that inflation is peaking, as commodity prices have pulled...
INCY INCYTE CORP
VRTX VERTEX PHARMACEUTICALS INCORPORATED
SNYN SANOFI S.A. ADS
MRK MERCK & CO. INC.
LLY ELI LILLY AND COMPANY
JNJ JOHNSON & JOHNSON
CPRX CATALYST PHARMACEUTICALS
CORT CORCEPT THERAPEUTICS INCORPORATED.
BMY BRISTOL-MYERS SQUIBB COMPANY
BIIB BIOGEN INC.
AERI AERIE PHARMACEUTICALS INC.
NVS.. NOVARTIS AG ADS
PFE PFIZER INC.
PRPH PROPHASE LABS INC
ABBV ABBVIE INC.
OPTN OPTINOSE
GS7A GLAXOSMITHKLINE PLC (ADR)
EOLS EVOLUS INC
AZN ASTRAZENECA PLC ADS
- Dave Nicoski
- Ross LaDuke
DPZ DOMINO'S PIZZA INC.
ATNI ATN INTERNATIONAL INC.
AMN AMN HEALTHCARE SERVICES INC.
TMUS T-MOBILE US INC.
T AT&T INC.
SMP STANDARD MOTOR PRODUCTS INC.
PRGO PERRIGO CO. PLC
OLLI OLLIE'S BARGAIN OUTLET HOLDINGS INC
MNST MONSTER BEVERAGE CORPORATION
FDX FEDEX CORPORATION
CVGW CALAVO GROWERS INC.
CPB CAMPBELL SOUP COMPANY
CHS CHICO'S FAS INC.
CALM CAL-MAINE FOODS INC.
AMT AMERICAN TOWER CORPORATION
LW LAMB WESTON HOLDINGS INC.
ATGE ADTALEM GLOBAL EDUCATION INC.
- Dave Nicoski
- Ross LaDuke
TMUS T-MOBILE US INC.
T AT&T INC.
SEM SELECT MEDICAL HOLDINGS CORPORATION
PRGO PERRIGO CO. PLC
AMT AMERICAN TOWER CORPORATION
T. TELUS CORPORATION
EA ELECTRONIC ARTS INC.
AGX ARGAN INC.
AGR AVANGRID INC.
CVET COVETRUS
CHNG CHANGE HEALTHCARE INC.
VMD VIEMED HEALTHCARE
AHCO ADAPTHEALTH
MPLN MULTIPLAN CORP CLASS A
CCI CALAMOS GLOBAL CONVERTIBLE & DYNAMIC INCOME TRUST
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
10-Year Treasury Yield Testing 40-Year Resistance; Upgrading Health Care to Overweight Whether or not the lows for this correction have already been established remains to be seen, but evidence is mounting that suggests a test of the lows, and possibly a break to new lows, is increasingly likely. Regardless, continue to stick with the commodity and defensive Sectors, all of which hit new price and RS highs in recent days. 10-Year Treasury Yield. We have discussed our expectations for rising ra...
AMGN AMGEN INC.
INCY INCYTE CORP
OXY OCCIDENTAL PETROLEUM CORPORATION
VRTX VERTEX PHARMACEUTICALS INCORPORATED
SU. SUNCOR ENERGY INC.
SNYN SANOFI S.A. ADS
REGN REGENERON PHARMACEUTICALS INC.
NOVA NOVO NORDISK A/S ADS
MRK MERCK & CO. INC.
JNJ JOHNSON & JOHNSON
HES HESS CORPORATION
EOG EOG RESOURCES INC.
DVN DEVON ENERGY CORPORATION
CVE CENOVUS ENERGY INC.
CNO CNO FINANCIAL GROUP INC.
CLR CONTINENTAL RESOURCES INC.
BMY BRISTOL-MYERS SQUIBB COMPANY
NVS.. NOVARTIS AG ADS
PFE PFIZER INC.
ABBV ABBVIE INC.
GS7A GLAXOSMITHKLINE PLC (ADR)
BAYA BAYER AG ADS
IMO IMMORENTE INVEST SA
OVV OVINTIV INC
INCYTE is slightly downgraded to Slightly Positive due to an increasin...
The independent financial analyst theScreener just slightly lowered the general evaluation of INCYTE (US), active in the Biotechnology industry. As regards its fundamental valuation, the title confirms its rating of 3 out of 4 stars while its market behaviour remains unchanged and can be qualified as defensive. However, a marginally less favourable environment forces theScreener to downgrade slightly the title, which now shows an overall rating of Slightly Positive. As of the analysis date April...
- Jonathan Moreland
NVRO NEVRO CORP
OXY OCCIDENTAL PETROLEUM CORPORATION
MERC MERCER INTERNATIONAL INC.
JRVR JAMES RIVER GROUP HOLDINGS LTD
GPC GENUINE PARTS COMPANY
FFIN FIRST FINANCIAL BANKSHARES INC
CROX CROCS INC.
CPS COOPER-STANDARD HOLDINGS INC.
CCNE CNB FINANCIAL CORP. (PENNSYLVANIA)
BCOV BRIGHTCOVE
AAT AMERICAN ASSETS TRUST INC.
WLKP WESTLAKE CHEMICAL PARTNERS LP
FCPT FOUR CORNERS PROPERTY TRUST INC.
AMBC AMBAC FINANCIAL GROUP INC.
VBTX VERITEX HOLDINGS INC.
YEXT YEXT
APPN APPIAN
BAND BANDWIDTH CLASS A
PRPL PURPLE INNOVATION
STXB INC.
OPBK SPIRIT OF TEXAS BANCSHARES
FSK OP BANCORP
DOW FS KKR CAPITAL CORP
SAFE DOW INC.
BRP SAFEHOLD INC.
IAA BRP GROUP
PRMW IAA
RILY PRIMO WATER CORPORATION
EOSE B. RILEY FINANCIAL
UTZ EOS ENERGY ENTERPRISES INC (A)
SKLZ UTZ BRANDS INC (A)
INDT SKILLZ INC (A)
YAYO INDUS REALTY TRUST INC
AZEK RIDESHARE RENTAL INC
KBNT THE AZEK COMPANY
CRCT KUBIENT
HLMN CRICUT
DUOL INC.
RSVR HILLMAN SOLUTIONS CORP.
ENVX DUOLINGO
AVTX INC.
YOU RESERVOIR MEDIA
MYPS INC.
FRST ENOVIX CORP
FTHY AVALO THERAPEUTICS INC
CZR CLEAR SECURE INC
PLAYSTUDIOS INC
PRIMIS FINANCIAL CORP
FIRST TRUST HIGH YIELD OPPORTUNITIES 2027 TERM FUND
ELDORADO RESORTS INC
- Jonathan Moreland
PSB PS BUSINESS PARKS INC.
FFIN FIRST FINANCIAL BANKSHARES INC
DMRC DIGIMARC CORPORATION
CPS COOPER-STANDARD HOLDINGS INC.
BCOV BRIGHTCOVE
MCBC MACATAWA BANK CORP.
FRBK REPUBLIC FIRST BANCORP INC.
LCII LCI INDUSTRIES
DMLP DORCHESTER MINERALS L.P.
BAND BANDWIDTH CLASS A
ZM ZOOM VIDEO COMMUNICATIONS
VLDR INC.
RILY VELODYNE LIDAR INC
CRTD B. RILEY FINANCIAL
JAKK CREATD
YAYO JAKKS PACIFIC INC.
ONTF RIDESHARE RENTAL INC
RSVR ON24
MYPS RESERVOIR MEDIA
FRST INC.
PLAYSTUDIOS INC
PRIMIS FINANCIAL CORP
- Valens Research
Valens Equity Insights and Inflections - 2022 03 08
Qualcomm (QCOM) is rapidly diversifying from its legacy smartphone business into the high growth IoT market. Uniform Accounting highlights that the market is missing this, pricing in a reversal of recent profitability trends and slowing growth, indicating equity upside. With the smartphone market near full saturation, Qualcomm has intelligently pivoted its focus to high growth areas within the IoT market including the connected automotive market and radio frequency components. As Qualcomm conti...
- Valens Research
INCY - Embedded Expectations Analysis - 2022 03 03
Incyte Corporation (INCY) currently trades below corporate and historical averages relative to Uniform earnings, with a 12.4x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to fade to 5%, accompanied by 9% Uniform asset growth. However, analysts expect Uniform ROA to improve to 13%, accompanied by 13% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $196, representing significant potential equity ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Not Out Of The Woods In last week's Compass we noted that on Monday Jan. 24, the % of stocks in the S&P 500 and Russell 2000 above their 50-day moving averages hit 19.8% and 10.7%, respectively, and that these levels have historically been consistent with a bullish short-term reversal. The short-term bullish reversal is officially underway now that the S&P 500 has reclaimed its 200-day MA, but we are not yet out of the woods; in today's report we discuss what we are watching to determine whethe...
AMGN AMGEN INC.
INCY INCYTE CORP
OXY OCCIDENTAL PETROLEUM CORPORATION
SLB.N SCHLUMBERGER NV
VRTX VERTEX PHARMACEUTICALS INCORPORATED
REGN REGENERON PHARMACEUTICALS INC.
PXD PIONEER NATURAL RESOURCES COMPANY
MRO MARATHON OIL CORPORATION
HES HESS CORPORATION
HAL HALLIBURTON COMPANY
FANG DIAMONDBACK ENERGY INC.
EOG EOG RESOURCES INC.
DVN DEVON ENERGY CORPORATION
COG CABOT OIL & GAS CORPORATION
BIIB BIOGEN INC.
AR ANTERO RESOURCES CORPORATION
MUR MURPHY OIL CORPORATION
WFT.. WEATHERFORD INTERNATIONAL PLC
BKR BAKER HUGHES COMPANY CLASS A
CLR CLERHP ESTRUCTURAS
REEMF RARE ELEMENT RESOURCES
NOV NOV INC.
APA APA CORPORATION
- Valens Research
Valens Equity Insights and Inflections - 2022 01 25
Constellation Brands (STZ) has transformed its profitability profile through its massive expansion in the beer market and move to premiumization over the last seven years. Uniform Accounting highlights that the market is pricing in a reversal of recent profitability expansion and below-average growth, but management is confident about executing on their strategy and is aligned to continue to do so, signaling the potential for equity upside as the company continues executing. Constellation...
- Valens Research
INCY - Embedded Expectations Analysis - 2022 01 18
Incyte Corporation (INCY) currently trades well below corporate averages relative to Uniform earnings, with a 7.0x Uniform P/E (Fwd. V/E'). At these levels, markets are pricing in expectations for Uniform ROA to fade to 6%, accompanied by 9% Uniform asset growth. However, analysts expect Uniform ROA to improve to 21% in 2022, accompanied by 23% Uniform asset growth. If sustained going forward, these levels would imply a stock price closer to $397, representing significant potential equity ups...
- Jonathan Moreland
INCY INCYTE CORP
UEPS NET 1 U.E.P.S. TECHNOLOGIES INC.
PRGO PERRIGO CO. PLC
PODD INSULET CORPORATION
GLPI GAMING AND LEISURE PROPERTIES INC.
BCOR BLUCORA INC.
CTHR CHARLES & COLVARD LTD.
CDZI CADIZ INC.
AXON AXON ENTERPRISE INC
PETQ PETIQ INC. CLASS A
EYEN EYENOVIA INC
AMRX AMNEAL PHARMACEUTICALS INC. CLASS A
CBNK CAPITAL BANCORP
ZM ZOOM VIDEO COMMUNICATIONS
PSN INC.
TELA PARSONS
VERO TELA BIO
AESE VENUS CONCEPT
KBNT ALLIED ESPORTS ENTERTAINMENT
TPGY KUBIENT
FOA TPG PACE BENEFICIAL FINANCE
ANGN FINANCE OF AMERICA COMPANIES INC.
LAZR ANGION BIOMEDICA
NIHK LUMINAR TECHNOLOGIES INC (A)
VWE NIGHTHAWK SYSTEMS
TRST VINTAGE WINE ESTATES INC
APTO TRUSTCO BANK CORP NY
LVOX APTOSE BIOSCIENCES INC.
LIVEVOX HLDGS INC
- Valens Research
Valens Equity Insights and Inflections - 2021 09 14
Current market expectations for IIVI don't comprehend the company's macro tailwinds. The company supplies the technology that allows big macro trends around 5G, the Internet of Things, and autonomous vehicles to bloom. Its tailwinds from these markets continue to take off, and in the case of autonomous vehicles, it is essential to any success at all. As booming demand accelerates in these end markets, the company is likely to see strong fundamental momentum the market isn't pricing in, both...
GPN GLOBAL PAYMENTS INC.
PENN PENN NATIONAL GAMING INC.
NVDA NVIDIA CORPORATION
DLY LYONDELLBASELL INDUSTRIES NV
KHC KRAFT HEINZ COMPANY
KEYS KEYSIGHT TECHNOLOGIES INC
IT GARTNER INC.
IIVI II-VI INCORPORATED
HOLX HOLOGIC INC.
HES HESS CORPORATION
EPAM EPAM SYSTEMS INC.
EBAY EBAY INC.
DIS WALT DISNEY COMPANY
BIIB BIOGEN INC.
ATVI ACTIVISION BLIZZARD INC.
AAL AMERICAN AIRLINES GROUP INC.
ASGN ASGN INC
VRX CN BAUSCH HEALTH COMPANIES INC.
UBER UBER TECHNOLOGIES INC.
FOXA FOX CORPORATION CLASS A
- Valens Research
INCY - Embedded Expectations Analysis - 2021 09 10
Incyte Corporation (INCY:USA) currently trades well below corporate averages relative to UAFRS-based (Uniform) earnings, with a 7.6x Uniform P/E. At these levels, the market is pricing in bearish expectations for the firm, but management is excited about dermatologist prescription trends and confident about in-person oncologist meetings and increasing patient demand. Specifically, management generated an excitement marker when saying dermatologists overwhelmingly prescribe for drugs like RUX cr...
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