reports
- 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 announces completion of a periodic review of ratings o...
Moody's Ratings (Moody's) has completed a periodic review of the ratings of Amgen 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 rel...
- Pierre FerraguÊ
- 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...
Moody's Ratings affirms Amgen's Baa1 ratings; revises outlook to stabl...
Moody's Ratings (Moody's) affirmed the ratings of Amgen Inc. (Amgen) including the Baa1 senior unsecured notes rating, (P)Baa1 senior unsecured shelf rating, (P)Baa1 senior unsecured medium term note program rating, and Prime-2 commercial paper rating. At the same time, we revised Amgen's outlook to...
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