reports
Moody's Ratings says Gilead's acquisition of Arcellx improves diversit...
Moody's Ratings (Moody's) said that Gilead Sciences, Inc.'s ("Gilead"; A3 positive) acquisition of Arcellx will improve Gilead's product and therapeutic diversity through full ownership of its key cell therapy pipeline product anito-cel for multiple myeloma. Gilead announced on 23 February that it e...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
SRPT SAREPTA THERAPEUTICS INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NVCR NOVOCURE LTD.
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
GOOGL ALPHABET INC. CLASS A
GERN GERON CORP.
FB FACEBOOK INC. CLASS A
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
BCRX BIOCRYST PHARMACEUTICALS INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
NFLX NETFLIX INC.
FRX_CN FENNEC PHARMACEUTICALS
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
WVE WAVE LIFE SCIENCES
NTLA INTELLIA THERAPEUTICS INC.
ARGX ARGENX ADS
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
APLS APELLIS PHARMACEUTICALS
RCUS ARCUS BIOSCIENCES
KNSA KINIKSA PHARMACEUTICALS
ARVN ARVINAS HOLDING
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
RVMD INC.
OCUP REVOLUTION MEDICINES
DAWN OCUPHIRE PHARMA INC
STX DAY ONE BIOPHARMACEUTICALS INC
GLUE SEAGATE TECHNOLOGY HLDGS PLC
GFS MONTE ROSA THERAPEUTICS INC
MLTX GLOBALFOUNDRIES INC
EWTX MOONLAKE IMMUNOTHERAPEUTICS
QBTS EDGEWISE THERAPEUTICS INC
IONQ D-WAVE QUANTUM INC.
DBD IONQ INC
BCAX DIEBOLD NIXDORF INCORPORATED
BICARA THERAPEUTICS INC.
- Laura Chico
- Thomas Yip
- Louis Boujard
- CFA
- Philippe Ourpatian
REL RELX PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ZURN ZURICH INSURANCE GROUP LTD
MF WENDEL SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
G ASSICURAZIONI GENERALI S.P.A.
BAYN BAYER AG
BA. BAE SYSTEMS PLC
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
ASRNL ASR NEDERLAND NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
STMN STRAUMANN HOLDING AG
PUIG PUIG BRANDS
AMRZ AMRIZE AG
AENA AENA S.M.E. SA
- Louis Boujard
- CFA
- Philippe Ourpatian
REL RELX PLC
CA CARREFOUR SA
BVI BUREAU VERITAS SA
ZURN ZURICH INSURANCE GROUP LTD
MF WENDEL SE
ALV ALLIANZ SE
KBC KBC GROUP N.V.
G ASSICURAZIONI GENERALI S.P.A.
BAYN BAYER AG
BA. BAE SYSTEMS PLC
GAS NATURGY ENERGY GROUP S.A.
ELI ELIA GROUP SA/NV
ASRNL ASR NEDERLAND NV
REC RECORDATI INDUSTRIA CHIMICA E FARMACEUTICA S.P.A.
INX IMCD N.V.
AD KONINKLIJKE AHOLD DELHAIZE N.V.
IHG INTERCONTINENTAL HOTELS GROUP PLC
STMN STRAUMANN HOLDING AG
PUIG PUIG BRANDS
AMRZ AMRIZE AG
AENA AENA S.M.E. SA
- Rafael Bonardell
BAYER: ACUERDO PARA RESOLVER DEMANDAS POR EL GLIFOSATO (ANÁLISIS BANCO...
Acuerdo para resolver demandas por el glifosato. SOBREPONDERAR BAYN propone un acuerdo en EE. UU. para resolver demandas actuales y futuras relacionadas con el caso glifosato, aunque todavía pendiente de aprobación judicial. Las provisiones aumentarán hasta 11.800 M euros (vs 7.800 M euros anteriores) para cubrir futuros pagos durante 21 años. Con esto BAYN prevé un flujo de caja negativo en 2026 por un impacto de c. 5.000 M euros. No prevén ampliaciones de capital. Aunque las provisiones anunci...
- Michael B. Schäfer
- Stephan Wulf
- Research Department
INFORME DIARIO 18 FEBRERO + RDOS. ESPAÑA Y EUROPA. IDEAS DESTACADAS Y ...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: MELIÁ HOTELES, MERLIN PROPERTIES, PUIG BRANDS. EUROPA: BAYER, ESSILORLUXOTTICA. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex se prepara para atacar nuevamente los 18.000 puntos Las bolsas europeas arrancaron la sesión con dudas, per...
- Wedbush Research
WDC WESTERN DIGITAL CORPORATION
TRIP TRIPADVISOR INC.
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
RARE ULTRAGENYX PHARMACEUTICAL INC.
PSTG PURE STORAGE INC. CLASS A
PANW PALO ALTO NETWORKS INC.
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
MELI MERCADOLIBRE INC.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
EXPE EXPEDIA GROUP INC.
BIIB BIOGEN INC.
AXTI AXT INC.
ARDX ARDELYX INC
AJX GREAT AJAX
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
EA ELECTRONIC ARTS INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
ZS ZSCALER INC.
CRWD CROWDSTRIKE HOLDINGS INC. CLASS A
STOK STOKE THERAPEUTICS
SMCI SUPER MICRO COMPUTER
CRSR INC.
PRAX CORSAIR GAMING
TVTX PRAXIS PRECISION MEDICINES
STX TRAVERE THERAPEUTICS INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
GMTX GLOBALFOUNDRIES INC
EWTX GEMINI THERAPEUTICS INC
DDI EDGEWISE THERAPEUTICS INC
EMBRAC B DOUBLEDOWN INTERACTIVE CO LTD
BCAX EMBRACER GROUP AB
TLX BICARA THERAPEUTICS INC.
VOYG TELIX PHARMACEUTICALS LIMITED
BTGO VOYAGER TECHNOLOGIES INC
BITGO HOLDINGS INC.
- Laura Chico
- Thomas Yip
Biogen Announces Board Chair Transition
Biogen Announces Board Chair Transition Caroline Dorsa to retire from the Biogen Board of Directors; Dr. Maria C. Freire, Director since 2021, elected as new Chair CAMBRIDGE, Mass., Feb. 11, 2026 (GLOBE NEWSWIRE) -- . (Nasdaq: BIIB) today announced that the Board of Directors has elected Dr. Maria C. Freire as Chair of the Board of Directors, effective immediately following the Company’s 2026 Annual Meeting of Stockholders (the “Annual Meeting”), scheduled to take place on June 9, 2026. Dr. Freire will succeed Caroline Dorsa who has decided to retire from the Biogen Board of Directors a...
- Rafael Bonardell
- Research Department
INFORME DIARIO 11 FEBRERO + RDOS. ESPAÑA Y EUROPA 4T’25. IDEAS DESTACA...
COMPAÑÍAS QUE APARECEN EN EL INFORME: ESPAÑA: ENDESA, INDRA, SANTANDER, SECTOR SEGUROS, TELEFÓNICA. EUROPA: AHOLD DELHAIZE, BAYER. Incluido en el informe diario de hoy, y durante toda la campaña de resultados, incorporamos al final una presentación con los resultados destacados en positivo y negativo y previews de Rdos. 4T’25 que se publicarán en España y Europa en los próximos días. El Ibex mantiene los 18.100 puntos Ligeras caídas en los mercados en una jornada de transición a la espera de l...
Novartis AG: 1 director
A director at Novartis AG sold 7,500 shares at 156.208USD and the significance rating of the trade was 100/100. 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...
- Oliver Metzger
- Wim Gille
- Oliver Metzger
- Wim Gille
- Wedbush Research
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
MNKD MANNKIND CORP.
INTC INTEL CORPORATION
GOOGL ALPHABET INC. CLASS A
FB FACEBOOK INC. CLASS A
BIIB BIOGEN INC.
AXTI AXT INC.
NFLX NETFLIX INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
UBER UBER TECHNOLOGIES INC.
SMCI SUPER MICRO COMPUTER
APRE INC.
NUVB APREA THERAPEUTICS
STX NUVATION BIO INC (A)
GFS SEAGATE TECHNOLOGY HLDGS PLC
SLDB GLOBALFOUNDRIES INC
SOLID BIOSCIENCES INC
- Oliver Metzger
Merck KGaA : Kai’s homework
Strategic decisions will come into the focus of Kai Beckmann after he takes over the CEO role, in our view. We identify the Healthcare segment as being in the focus on improving its growth profile through divestments and acquisitions. Divesting the MS business would boost the segmental sales CAGR to 3.1% from 1.0%. We see more opportunity on the upside and reiterate our Outperform rating with a new target price of € 151.
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