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 ...
Johnson & Johnson: 1 director
A director at Johnson & Johnson bought 1,250 shares at 206.150USD and the significance rating of the trade was 82/100. 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...
Gilead Sciences Inc: 3 directors
Three Directors at Gilead Sciences Inc sold/sold after exercising options 20,611 shares at between 125.080USD and 127.105USD. The significance rating of the trade was 75/100. 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...
L’Agence des médicaments du Canada émet une recommandation positive po...
L’Agence des médicaments du Canada émet une recommandation positive pour le remboursement de SKYRIZI® (risankizumab) pour le traitement de la colite ulcéreuse, et AbbVie conclut une lettre d’intention avec l’Alliance pharmaceutique pancanadienne SKYRIZI®, un inhibiteur de l’interleukine 23 (IL-23), a fait l’objet de deux recommandations consécutives de l’Agence des médicaments du Canada (AMC) visant son remboursement pour le traitement des maladies inflammatoires de l’intestin, initialement pour la maladie de Crohn et maintenant pour la colite ulcéreuse. Ces recommandations s’appuient sur l...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation...
SKYRIZI® (risankizumab) Receives Positive Reimbursement Recommendation by Canada’s Drug Agency for Ulcerative Colitis and AbbVie Concludes Letter of Intent with the pan-Canadian Pharmaceutical Alliance SKYRIZI® (risankizumab), an IL-23 inhibitor, received two consecutive positive reimbursement recommendations by Canada’s Drug Agency (CDA-AMC) for inflammatory bowel diseases, initially for Crohn’s disease (CD) and now for ulcerative colitis (UC), supported by evidence from pivotal phase 3 clinical trials including MOTIVATE, ADVANCE, FORTIFY (for CD), and INSPIRE, COMMAND (for UC).1,2AbbVie c...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with ...
AbbVie and adMare BioInnovations Foster Life Sciences Innovation with the Launch of the AbbVie Biotech Innovators Award in Quebec National competition, in collaboration with adMare BioInnovations, demonstrates AbbVie's commitment to a thriving biotech ecosystem in Quebec One biotech will receive a year of laboratory and office space including access to shared equipment and services at no cost at the adMare Innovation Centre in Montreal, as well as access to AbbVie's scientific and business executives support and mentorshipApplications will be accepted until February 20, 2026. MONTREAL, Nov...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec ...
Lancement du Prix AbbVie des innovateurs en biotechnologies au Québec : AbbVie et adMare BioInnovations encouragent l’innovation dans le domaine des sciences de la vie Le lancement d’un concours national, en collaboration avec adMare BioInnovations, illustre l’engagement d’AbbVie à favoriser le dynamisme de l’écosystème des biotechnologies au Québec.L’entreprise biotechnologique lauréate se verra offrir gratuitement pendant un an des espaces de laboratoire et de bureau au Centre d’innovation adMare, ainsi que du matériel et des services partagés, et bénéficiera du soutien et du mentorat de ...
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 Bristol-Myers Squibb Company and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 19 November 2025 in which we reassessed the appropriateness of the ratings in ...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Coasting as We Stalk for Buying Opportunity; Downgrading Discretionary to Underweight We had been near-term bullish on the S&P 500 (SPX) since our 4/22/25 Compass, however, we are officially downgrading our near-term outlook to neutral. The SPX, Nasdaq 100 (QQQ), and Russell 2000 (IWM) are breaking below their 50-day MAs and are also violating their multi-month uptrends, signaling a consolidation period is here. With that said, our intermediate-term outlook remains bullish (as of our 5/14/25 Co...
Moody's Ratings assigns A2 rating to Pfizer's notes; outlook stable
Moody's Ratings (Moody's) assigned a A2 rating to the new senior unsecured notes offering of Pfizer Inc. (Pfizer). There are no changes to Pfizer's existing ratings including the A2 long-term issuer rating, the A2 senior unsecured notes, the A2 senior unsecured revolving credit facility, or the Prim...
AstraZeneca: 1 director
A director at AstraZeneca sold 7,500 shares at 177.269USD and the significance rating of the trade was 69/100. 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...
Merck & Co Inc: 1 director
A director at Merck & Co Inc sold 7,085 shares at 87.000USD and the significance rating of the trade was 94/100. 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 s...
- Emira Sagaama
- Julian Dobrovolschi
- Marc Lavaud
V1S ARKEMA
LRC LEGRAND
ENX EURONEXT NV
VIE VEOLIA ENVIRONNEMENT SA
ENGI ENGIE SA.
EDP EDP-ENERGIAS DE PORTUGAL SA
UBSN UBS GROUP AG
MT ARCELORMITTAL SA
CBK COMMERZBANK AG
RHM RHEINMETALL AG
IAG INTERNATIONAL CONSOLIDATED AIRLINES GROUP SA
HOT HOCHTIEF AG
FRE FRESENIUS SE & CO. KGAA
HEN3 HENKEL AG & CO. KGAA PREF
ANA ACCIONA SA
RAA RATIONAL AG
EDW EDP RENOVAVEIS SA
AMS AMADEUS IT GROUP SA CLASS A
OTP OTP BANK NYRT
AUTO AUTO TRADER GROUP PLC
CLNX CELLNEX TELECOM S.A.
AZN ASTRAZENECA PLC
MOL MOL HUNGARIAN OIL & GAS PLC CLASS A
PIRC PIRELLI & C. S.P.A.
DNP DINO POLSKA S.A.
MRNA MODERNA INC.
NLBR NOVA LJUBLJANSKA BANKA DD LJUBLJANA
HAG HENSOLDT AG
INPST INPOST S.A.
ANE CORPORACION ACCIONA ENERGIAS RENOVABLES SA
DTG DAIMLER TRUCK
UN0 UNIPER SE
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