reports
- Dominic Rose
- Naresh Chouhan
Thematic - 2026 Outlook - "5 More Years" (55pgs)
For access to the full note, please contact Naresh Chouhan ( ) With EU Pharma (ex-Novo) now having reached decade high valuations vs EuroStoxx600, we believe the sector has broken out & the sustainability of the growth profile will now generate continued strong performance. Consensus 5yr sales & EPS CAGR’s stand at 4% & 7% for 15x 2026 PE. We show there is upside to this from underestimated pipelines where cons. rarely fully models “monster” drugs & from M&A which we expect to be strong at JPM ...
Novartis breaks ground on flagship manufacturing hub in North Carolina
Novartis breaks ground on flagship manufacturing hub in North Carolina FDA Commissioner Marty Makary, North Carolina Governor Josh Stein and Novartis leadership highlight importance of new hub to US patients and local economyConstruction reflects company’s commitment to ensure end-to-end manufacturing of all key medicines for US patients in the US at scaleGroundbreaking marks continuation of Novartis investment and growth in the US, capping year of significant regulatory and manufacturing milestones East Hanover, December 12, 2025 – Novartis, a leading global innovative medicines company...
- Wedbush Research
NBIX NEUROCRINE BIOSCIENCES INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
ARDX ARDELYX INC
WVE WAVE LIFE SCIENCES
FMCC FEDERAL HOME LOAN MORTGAGE CORPORATION
STOK STOKE THERAPEUTICS
EWTX EDGEWISE THERAPEUTICS INC
NATL NCR ATLEOS CORPORATION
DBD DIEBOLD NIXDORF INCORPORATED
- Laura Chico
- Thomas Yip
Biogen and Stoke Therapeutics Present Data that Further Support the Di...
Biogen and Stoke Therapeutics Present Data that Further Support the Disease-Modifying Potential of Zorevunersen, an Investigational Medicine for the Treatment of Dravet Syndrome, at the 2025 American Epilepsy Society (AES) Annual Meeting —Long-term Phase 1/2a and open label extension (OLE) data for zorevunersen on top of standard of care anti-seizure medicines (ASMs) demonstrate durable seizure reductions, including increases in seizure-free days, in addition to improvements in cognition, behavior and quality of life— —Propensity score weighted analysis comparing the effects of zorevunerse...
- Laura Chico
- Thomas Yip
- David Nierengarten
- Dennis Pak
- Geoffrey Von Der Ahe
- Laura Chico
- Martin Fan
- Ritika Das
- Robert Driscoll
- Thomas Yip
- Yun Zhong
XENE XENON PHARMACEUTICALS INC
VYGR VOYAGER THERAPEUTICS INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
NVCR NOVOCURE LTD.
NBIX NEUROCRINE BIOSCIENCES INC.
KURA KURA ONCOLOGY INC.
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
FRX_CN FENNEC PHARMACEUTICALS
ANAB ANAPTYSBIO INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
ISR ISORAY
APLS APELLIS PHARMACEUTICALS
DNLI DENALI THERAPEUTICS INC
RCUS ARCUS BIOSCIENCES
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
REPL REPLIMUNE GROUP
ARVN ARVINAS HOLDING
STRO SUTRO BIOPHARMA
STOK STOKE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
PASG PASSAGE BIO
BDTX BLACK DIAMOND THERAPEUTICS
ACET ADICET BIO INC
KROS KEROS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
LRMR LARIMAR THERAPEUTICS INC
PRAX PRAXIS PRECISION MEDICINES
TVTX TRAVERE THERAPEUTICS INC
VRDN VIRIDIAN THERAPEUTICS INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ATXS ASTRIA THERAPEUTICS INC
GMTX GEMINI THERAPEUTICS INC
TYRA TYRA BIOSCIENCES INC
EWTX EDGEWISE THERAPEUTICS INC
APGE APOGEE THERAPEUTICS INC
DNTH DIANTHUS THERAPEUTICS INC
ORKA ORUKA THERAPEUTICS INC
ZBIO ZENAS BIOPHARMA INC.
TLX TELIX PHARMACEUTICALS LIMITED
MAZE MAZE THERAPEUTICS INC
- Laura Chico
- Thomas Yip
- Laura Chico
- Thomas Yip
Biogen and Dayra Therapeutics Announce Research Collaboration to Disco...
Biogen and Dayra Therapeutics Announce Research Collaboration to Discover and Develop Oral Macrocyclic Peptides for a Range of Immunological Conditions Oral macrocyclic peptides have the potential to offer biologic-like efficacy and safety in a convenient oral formatCollaboration further advances Biogen’s immunology strategy by broadening its early-stage pipeline and incorporating an additional clinically validated modality into its expanding immunology capabilities CAMBRIDGE, Mass. and TORONTO, Nov. 24, 2025 (GLOBE NEWSWIRE) -- Inc. (Nasdaq: BIIB) and Dayra Therapeutics today announced...
- Laura Chico
- Thomas Yip
CSL Limited: 1 director
A director at CSL Limited maiden bought 3,400 shares at 29.337USD and the significance rating of the trade was 73/100. 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 cle...
- Dave Nicoski
- Ross LaDuke
Vital Signs: Actionable charts
n this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.
SHOO STEVEN MADDEN LTD.
NTRA NATERA
MMS MAXIMUS INC.
ISRG INTUITIVE SURGICAL INC.
HOO HERBALIFE NUTRITION LTD.
HIG HARTFORD FINANCIAL SERVICES GROUP INC.
CPSI COMPUTER PROGRAMS & SYSTEMS INC.
BIIB BIOGEN INC.
ADMA ADMA BIOLOGICS INC
D4V G. WILLI-FOOD INTERNATIONAL LTD.
LZB LAZBOY INCORPORATED
HOFT HOOKER FURNITURE CORP.
TNDM TANDEM DIABETES CARE
RCUS ARCUS BIOSCIENCES
CSTL CASTLE BIOSCIENCES
TXG 10X GENOMICS INC CLASS A
NRIX NURIX THERAPEUTICS
ADPT ADAPTIVE BIOTECHNOLOGIES
TYRA TYRA BIOSCIENCES INC
GFR GREENFIRE RESOURCES LTD
SOLV_w SOLVENTUM CORPORATION
PACS PACS GROUP INC
NUTX NUTEX HEALTH INC
BBNX BETA BIONICS
KLRS KALARIS THERAPEUTICS INC
CCHH CCH HOLDINGS LTD
FBRX FORTE BIOSCIENCES INC
- Emira Sagaama
- Rok Stibric
- Laura Chico
- Thomas Yip
- Emira Sagaama
- Rok Stibric
- Martial Descoutures
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