reports
- Martin Hall
Hardman & Co Healthcare Index: 2025 – Index rose, but another tough ye...
The Hardman & Co Healthcare Index (HHI) has been running since 2009. Its main function is to highlight the attractions of life sciences investments over the long term. After three years of annual declines, the HHI rebounded 17.6% to 469.1 in 2025. While this sounds positive, it was below the strong performance of most major UK healthcare stocks and, in general, it underperformed its UK and peer benchmarks: FTSE 100 (+21.5%); FTSE All-Share (+19.8%); and the NASDAQ Biotech Index (NBI; +32.4%). Th...
Moody's Ratings announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Biogen Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 9 January 2026 in which we reassessed the appropriateness of the ratings in the context of the ...
Biogen Receives European Commission Approval for High Dose Regimen of ...
Biogen Receives European Commission Approval for High Dose Regimen of SPINRAZA® (nusinersen) for Spinal Muscular Atrophy Approval is supported by data from the DEVOTE study which showed the benefit of the SPINRAZA 50 mg and 28 mg regimen in both treatment-naïve and previously-treated nusinersen patients with SMA1Biogen is dedicated to partnering with the SMA community to advance care through scientific innovation and a commitment to enhancing outcomes for people living with SMA CAMBRIDGE, Mass., Jan. 12, 2026 (GLOBE NEWSWIRE) -- (Nasdaq: BIIB) today announced the European Commission (EC...
- Wedbush Research
UBI UBISOFT ENTERTAINMENT SA
WDC WESTERN DIGITAL CORPORATION
VRNS VARONIS SYSTEMS INC.
TTWO TAKE-TWO INTERACTIVE SOFTWARE INC.
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
QLYS QUALYS INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
HURN HURON CONSULTING GROUP INC.
GOOGL ALPHABET INC. CLASS A
FTNT FORTINET INC.
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
ETSY ETSY INC.
EBAY EBAY INC.
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
CDR CD PROJEKT S.A.
7974 NINTENDO CO. LTD.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
RCKT ROCKET PHARMACEUTICALS
MSFT MICROSOFT CORPORATION
ZG ZILLOW GROUP INC. CLASS A
BKNG BOOKING HOLDINGS INC.
TENB TENABLE HOLDINGS
LYFT LYFT
PINS PINTEREST INC. CLASS A
UBER UBER TECHNOLOGIES INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
IDYA INC.
PRAX IDEAYA BIOSCIENCES
U PRAXIS PRECISION MEDICINES
TVTX UNITY SOFTWARE
DASH TRAVERE THERAPEUTICS INC
ABNB DOORDASH
PLTK AIRBNB INC. CLASS A
RBLX PLAYTIKA HOLDING
DAWN ROBLOX
FHTX DAY ONE BIOPHARMACEUTICALS INC
STX FOGHORN THERAPEUTICS
APP SEAGATE TECHNOLOGY HLDGS PLC
GFS APPLOVIN CORP
S GLOBALFOUNDRIES INC
RGTI SENTINELONE INC
DDI RIGETTI COMPUTING INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
CART EMBRACER GROUP AB
RBRK MAPLEBEAR INC.
ORKA RUBRIK INC
ORUKA THERAPEUTICS INC
- Laura Chico
- Thomas Yip
Novartis to add radioligand therapy manufacturing facility in Winter P...
Novartis to add radioligand therapy manufacturing facility in Winter Park, Florida, fourth in US to serve patients and advance $23 billion investment New 35,000-square-foot facility in Winter Park will expand RLT manufacturing footprint to optimize delivery for patients across southeastern USPurpose-built facility will strengthen Novartis RLT manufacturing network alongside existing Indiana, New Jersey, and recently completed California sitesNovartis RLT portfolio advancing with new isotopes, ligands and combination therapies, bringing innovation to new cancer types East Hanover, N.J., Ja...
- Laura Chico
- Thomas Yip
- Laura Chico
- Thomas Yip
- Laura Chico
- Thomas Yip
- Laura Chico
- Thomas Yip
The Journal of the American Medical Association (JAMA) Neurology Publi...
The Journal of the American Medical Association (JAMA) Neurology Publishes Long Term Results from the QALSODY Phase 3 VALOR Study and its Open-Label Extension in SOD1-ALS Long-term data published in JAMA Neurology further illustrate the effects of Biogen’s QALSODY on function, strength, and survival in SOD1-ALSOver 3 years, a subset of QALSODY-treated participants regained previously lost function and strength, something not previously reported in the natural history of SOD1-ALSBiogen is committed to advancing additional ALS research, including the ongoing QALSODY ATLAS study in pre-symptom...
- Laura Chico
- Thomas Yip
- 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 ...
- David Nierengarten
- Dennis Pak
- Geoffrey Von Der Ahe
- Laura Chico
- Martin Fan
- Ritika Das
- Robert Driscoll
- Thomas Yip
- Yun Zhong
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
GSK: 1 director
A director at GSK sold 6,000 shares at 1,829p and the significance rating of the trade was 60/100. 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 showing Close p...
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...
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