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Johnson & Johnson: 1 director

A director at Johnson & Johnson sold 19,137 shares at 163.549USD and the significance rating of the trade was 88/100. 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 clea...

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 AbbVie Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 16 July 2025 in which we reassessed the appropriateness of the ratings in the context of the re...

 PRESS RELEASE

Cassava Presents Promising Preclinical Simufilam Data at TSC Alliance ...

Cassava Presents Promising Preclinical Simufilam Data at TSC Alliance Meeting Data show that simufilam reduced seizure activity in a preclinical mouse model Presentation also highlights favorable human safety data from 1,929 patient Phase 3 program AUSTIN, Texas, June 30, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on developing novel, investigational treatments for central nervous system (CNS) disorders, today announced that the Company presented a poster at the (TSC 2025) held June 26-28, 202...

 PRESS RELEASE

Cassava Reports Q1 2025 Financials Results, Provides Business Update

Cassava Reports Q1 2025 Financials Results, Provides Business Update License agreement and recent leadership appointments position Cassava to advance development of simufilam in TSC-related epilepsy $117.3 Million in Cash and Cash Equivalents at March 31, 2025 AUSTIN, Texas, May 08, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on developing novel, investigational treatments for central nervous system (CNS) disorders, today reported financial results for the first quarter ended March 31, 2025, an...

 PRESS RELEASE

Cassava Appoints Angélique Bordey, PhD, to Enhance Preclinical Program...

Cassava Appoints Angélique Bordey, PhD, to Enhance Preclinical Program in TSC As SVP, Neuroscience, Dr. Bordey will lead Cassava’s ongoing research and development efforts Dr. Bordey to direct the scientific evaluation of simufilam in TSC-related epilepsy, and potentially additional pipeline indications AUSTIN, Texas, May 01, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on developing novel, investigational treatments for central nervous system (CNS) disorders, today announced that Angélique Borde...

Research Team ACF
  • Research Team ACF

ACF Thematic Oncology Lung Cancer Cough LCC 25042025

Lung Cancer Cough (LCC) is an under-served, perhaps unserved therapeutic subsegment of the Lung Cancer/Oncology market. 57-65% of early diagnosis lung cancer patients suffer from LCC, it is a highly debilitating condition. The US lung cancer therapeutics market consensus values range from ~USD 29.9bn in 2023 to ~USD 71.3bn in 2034, suggesting a compound annual growth rate (CAGR) of 8.2% over our 10 year forecast period. LCC is a prevalent symptom among lung cancer patients, and its management is...

Pierre François Merveille
  • Pierre François Merveille

Teva : On the road to investment grade

Teva successfully delivered the 1st phase of its ‘Pivot To Growth’ strategy with a return to revenue growth in 2023 and 2024 (+3% and +9% on constant FX respectively, excluding a $ 500m payment from Sanofi in Q4 2023). The company will now enter the 2nd phase of its strategy (‘accelerate growth’) with a sustained momentum for its AUSTEDO/AJOVY and a good a pipeline of biosimilar and innovative drugs (Olanzapine LAI in 2026, DARI in 2027). These developments should more than compensate for pricin...

Pierre François Merveille
  • Pierre François Merveille

Teva : On the road to investment grade

Teva successfully delivered the 1st phase of its ‘Pivot To Growth’ strategy with a return to revenue growth in 2023 and 2024 (+3% and +9% on constant FX respectively, excluding a $ 500m payment from Sanofi in Q4 2023). The company will now enter the 2nd phase of its strategy (‘accelerate growth’) with a sustained momentum for its AUSTEDO/AJOVY and a good a pipeline of biosimilar and innovative drugs (Olanzapine LAI in 2026, DARI in 2027). These developments should more than compensate for pricin...

 PRESS RELEASE

Cassava Announces Retirement of Chief Medical Officer, Dr. Jim Kupiec,...

Cassava Announces Retirement of Chief Medical Officer, Dr. Jim Kupiec, and Appointment of Dr. Jack Moore as Senior Vice President, Clinical Development AUSTIN, Texas, April 21, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on developing novel, investigational treatments, including simufilam, for central nervous system (CNS) disorders such as tuberous sclerosis complex (TSC)-related epilepsy, today announced the retirement of James W. Kupiec, MD, Chief Medical Officer, effective May 9, 2025. The Comp...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

S&P 500 and Nasdaq 100 Testing Prior 2022 Highs Since late-February (2/25/25 Compass) we expected an 8-10% pullback to provide a buying opportunity. But that all changed in last week's Compass (4/1/25), when we downgraded our outlook to bearish/cautious, citing several concerning developments (SPX and QQQ failure at 200-day MAs, bear flag breakdowns across major indexes targeting 5100-5200 on SPX, high yield spreads widening above 355bps, major tops on market leaders NVDA and META, semiconducto...

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 Johnson & Johnson and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 2 April 2025 in which we reassessed the appropriateness of the ratings in the context of ...

Abbvie Inc: 2 directors

Two Directors at Abbvie Inc sold/sold after exercising options/gave away 61,288 shares at between 0.000USD and 210.081USD. The significance rating of the trade was 79/100. 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 al...

Moody's Ratings says J&J's talc overhang remains after court ruling, b...

Moody's Ratings (Moody's) said that Johnson & Johnson's ("J&J") talc overhang remains after its latest talc subsidiary bankruptcy attempt was denied in courts, but its strong business profile and financial flexibility mitigate ongoing litigation pressures. There is no change at this time to J&J's ra...

 PRESS RELEASE

Cassava Sciences Reports Topline Phase 3 REFOCUS-ALZ Data

Cassava Sciences Reports Topline Phase 3 REFOCUS-ALZ Data Simufilam did not show a significant reduction in co-primary endpoints of cognitive or functional decline versus placebo in patients with mild-to-moderate Alzheimer’s diseaseSimufilam continued to demonstrate an overall favorable safety profileCassava’s Alzheimer’s disease development program with simufilam will be completely discontinued by the end of Q2 2025 AUSTIN, Texas, March 25, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company f...

 PRESS RELEASE

Cassava Sciences Reports 2024 Financial Results and Provides Business ...

Cassava Sciences Reports 2024 Financial Results and Provides Business Update Top-line data for REFOCUS-ALZ, the second Phase 3 study of simufilam in Alzheimer’s disease, expected late first-quarter/early second-quarter 2025License agreement brings potential in a new therapeutic application for simufilam for seizures related to tuberous sclerosis complex (TSC)$128.6 Million in Cash and Cash Equivalents at December 31, 2024 AUSTIN, Texas, March 03, 2025 (GLOBE NEWSWIRE) -- Cassava Sciences, Inc. (NASDAQ: SAVA, “Cassava”, the “Company”), a clinical-stage biotechnology company focused on dev...

 PRESS RELEASE

Cassava Sciences Licenses Simufilam Method of Treatment Patent

Cassava Sciences Licenses Simufilam Method of Treatment Patent Cassava enters into a license agreement with Yale University granting intellectual property rights, including rights to an issued US method of treatment patent for potential treatment with simufilam of seizures related to rare neurodevelopmental disordersThe licensed patent is based on research led by Yale University and published in Science Translational Medicine showing that treatment with simufilam appeared to meaningfully reduce seizure frequency in an animal modelCassava will prioritize initial development efforts on tubero...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Near-Term Downside Likely Following False Breakouts Our long-term outlook remains bullish as long as the S&P 500 remains above 5770-5850 and 5600-5670 (worst case), and we are buyers at these levels. With that said, we see potential for near-term downside as the S&P 500, Nasdaq 100 (QQQ), and FANG+ (FNGS) (1) could not decisively break out to new highs, (2) display bearish false breakouts, (3) have fallen back into their 2+ month trading ranges, (4) are violating their 1+ month uptrends, and (5...

Moody's Ratings assigns A3 rating to AbbVie's sr. notes; outlook is po...

Moody's Ratings (Moody's) assigned an A3 rating to the new senior unsecured notes issuance of AbbVie Inc. ("AbbVie"). There are no changes to AbbVie's existing ratings including the A3 senior unsecured rating and the Prime-2 short-term rating, or the positive outlook. Proceeds of the offering will...

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