We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM). We provide an investment case analysis and a selection of merged metrics prior to any synergies. The merger creates a cross-platform pre-revenue biotech with lead programs including a proprietary stem-differentiation platform capable of delivering scalable therapies for replacing lost or damaged cells; IsletRx could revolutionize insulin production for Type 1 diabetes (T1D) patients; AstroRx® targets neurod...
Diabetes mellitus, Type 1 (T1D) and Type 2 (T2D, 85-90% of cases), is a USD ~75bn global therapy market. Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge. Diabetes is a chronic metabolic disorder characterized by high blood sugar levels. In 2024, consensus global estimates suggested there were ~800m adult diabetes sufferers. In 2021, according to the IDF there >530m sufferers globally. For 2027E we modestly forecas...
S&P 500 Holding Above Prior Breakout Level Yet Again As discussed throughout the first half of January, we continue to believe that tariffs will mostly be used as a negotiation tactic, and much like Trump's prior presidency, will be much less impactful than feared. We reiterated this in yesterday's pre-market ETF Pathfinder, also noting "we anticipate the Canada/Mexico tariffs to be resolved relatively quickly, and therefore we view the latest pullback as a buying opportunity." Sure enough, bot...
S&P 500 Testing Prior Breakout Level DeepSeek appears to have turned the chatbot market upside-down, putting pressure on AI-linked stocks. While the dust has yet to settle, the good news is that the selloff has been largely contained to these AI-linked stocks. The rest of the market did not seem to care; the equal-weighted S&P 500 was roughly flat yesterday. Additionally, market dynamics remain healthy, with Treasury yields, the U.S. dollar (DXY), and WTI crude oil continuing to move lower, and...
Moody's Ratings (Moody's) assigned A3 ratings to the new backed senior unsecured notes issued by Medtronic, Inc., a subsidiary of Medtronic plc ("Medtronic"). The notes, including principal and interest payments will be fully guaranteed by Medtronic Global Holdings SCA and the parent, Medtronic plc....
A director at Medtronic Plc sold 4,997 shares at 82.170USD and the significance rating of the trade was 57/100. 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 sh...
"Sell in May" Another Reason to Favor Defensives The S&P 500 made a high of 4169 last week, tagging our 4165-4200 resistance range. We still believe 4165-4200 will cap upside in 2023, with a reach to 4300-4325 also within the realm of possibility. Considering limited upside in both scenarios, and with the seasonably weaker "sell in May and go away" period approaching, we continue to recommend higher allocations to defensives including Utilities (XLU, RYU), Consumer Staples (XLP), Health Care (X...
Short Shots is a collection of technically vulnerable charts culled from the Negative Inflecting and Toppy columns within our Weekly Compass report or from various technical screening processes. The charts contained in this report have developed concerning technical patterns that suggest further price deterioration is likely. For these reasons Short Shots can also be a great source of ideas for investors interested in short-selling candidates.
Moody's Investors Service ("Moody's") commented that the announcement by Medtronic, Inc. ("Medtronic") that it intends to separate its patient monitoring and respiratory interventions business reduces the company's overall diversity. Medtronic (A3, stable) has been undergoing a strategic review of i...
MEDTRONIC (US), a company active in the Medical Equipment industry, loses a star(s) at the fundamental level and sees its general evaluation downgraded. The independent financial analyst theScreener just removed a fundamental star(s) for a 3 over 4-star rating. As such, market behaviour remains unchanged and is evaluated as moderately risky. theScreener believes that the loss of a star(s) merits downgrade to the general evaluation of the title, which passes to Neutral. As of the analysis date Ma...
Full Article at IIR has reaffirmed its Recommended rating for PIA after undertaking a review post the appointment of a new Portfolio Manager, Harding Loevner. The full report can be found on the IIR website. On 26 July 2021, Pengana International Equities Limited (PIA) announced a fully franked dividend of 1.35 cents per share for the June quarter. This represents an 8% increase on the March quarter dividend and takes the total dividends declared for FY21 of 5.1 cents per share, fully franked....
Summary Marketline's Intuitive Surgical, Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Intuitive Surgical, Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of...
Summary Marketline's Edwards Lifesciences Corporation Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Edwards Lifesciences Corporation since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehens...
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