reports
Kuros Biosciences launches MagnetOs MIS Delivery System by completing ...
Kuros Biosciences launches MagnetOs MIS Delivery System by completing first cases, and continues global expansion with incremental Brazil clearance Kuros Biosciences launches MagnetOs MIS Delivery System by completing first cases, and continues global expansion with incremental Brazil clearance Schlieren (Zürich), Switzerland, August 5, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in innovative biologic technologies, today announced the completion of the first U.S. cases using the new MagnetOsTM MIS Delivery System – a sterile, prefilled, single-use delivery system eng...
Gilead Sciences Inc: 1 director
A director at Gilead Sciences Inc sold 10,000 shares at 113.937USD and the significance rating of the trade was 67/100. 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 cl...
Kuros Biosciences AG: 1 director
A director at Kuros Biosciences AG sold 20,000 shares at 29.000CHF and the significance rating of the trade was 97/100. 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 cl...
GSK: 1 director
A director at GSK sold 29,763 shares at 1,544p and the significance rating of the trade was 91/100. 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 ...
Kuros Biosciences to share latest MagnetOs™ market impact and strategi...
Kuros Biosciences to share latest MagnetOs™ market impact and strategic priorities at Capital Market Day in Zürich Kuros Biosciences to share latest MagnetOs™ market impact and strategic priorities at Capital Markets Day in Zürich Schlieren (Zürich), Switzerland, May 13, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in innovative biologic technologies, is pleased to announce today’s Capital Markets Day on Tuesday, May 13, 2025, at 9am CEST, at the Hyatt Regency Zürich Airport, The Circle, Zürich, Switzerland. The event will also be available virtually via live webcast....
- Dominic Rose
- Naresh Chouhan
MFN Drug Pricing - Impact and Implementation (Thematic, 5pgs)
Ahead of today’s signing of an Executive Order to introduce a Most Favoured Nation approach to drug pricing in the US, we show that net pricing in the EU is c.50% lower than in the US & which companies have most to lose from MFN. We also show that, in reality,
- Dominic Rose
- Naresh Chouhan
US Tariffs - Broad Tariffs are Highly Unlikely (7pgs)
Following a number of recent events, we discuss in this note what we think is the most likely outcome for the Pharma industry. We show that broad based tariffs on drugs are highly unlikely, that even if it were to happen, the impact of a 20% tariff is
Annual General Meeting of Kuros Biosciences approves all resolutions
Annual General Meeting of Kuros Biosciences approves all resolutions Annual General Meeting of Kuros Biosciences approves all resolutions Schlieren (Zurich), Switzerland, April 15, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in next generation bone healing technologies, held its Annual General Meeting today. The Annual General Meeting approved the Annual Report, the Annual Financial Statements, and the Consolidated Financial Statements for the year 2024 and took note of the Reports of the Auditors. Shareholders granted discharge to the Board and the Executive Committee,...
Kuros Biosciences reports 82% year over year increase in sales in the ...
Kuros Biosciences reports 82% year over year increase in sales in the first three months of 2025 Ad hoc announcement pursuant to Article 53 of the SIX listing rules Kuros Biosciences reports 82% year over year increase in sales in the first three months of 2025 Financial & Operational Highlights Direct MagnetOs™ sales increased by 79% to USD 28.4 million in Q1 2025 (Q1 2024: USD 15.8 million)Total Medical Device sales rose by 82% to USD 28.8 million (Q1 2024: USD 15.8 million) with monthly revenue surpassing USD 10.0 million for the first timeTotal Group EBITDA reached USD 2.0 millio...
- Dominic Rose
- Naresh Chouhan
US Tariffs - Transfer Pricing Could Negate Impact (6pgs)
We show that Big Pharma would not have to shift a single element of supply chain to the US and can mitigate most, if not all, of a 20% tariff on drugs, just by changing their transfer pricing strategy. In a scenario where the US corporation tax rate falls to 15% but tariffs are 20%, we show that Big Pharma profits would be unchanged, while the US government tax take would more than double. The losers would be low tax jurisdictions like Ireland, but they would get to keep their manufacturing base...
Kuros Biosciences grows sales to CHF 75.6 million for 2024
Kuros Biosciences grows sales to CHF 75.6 million for 2024 Ad-hoc announcement pursuant to Article 53 of the SIX listing rules Kuros Biosciences grows sales to CHF 75.6 million for 2024 Financial Highlights Direct MagnetOs™ sales increased by 136% to CHF 74.8 million (2023: CHF 31.7 million)Total Medical Device sales rose by 125% to CHF 75.6 million (2023: CHF 33.6 million)Total Group EBITDA reached CHF 2.2 million (2023: EBITDA loss of CHF (5.9) million), including the impairment, the group ended in a net loss of CHF (4.3) millionTotal Group adjusted EBITDA amounted to CHF 9.0 millio...
- Dominic Rose
- Naresh Chouhan
EU Pharma - 5 Reasons for Further Re-rating (Thematic, 42pgs)
Given the macro backdrop & our evidence in this note that Pharma can sustain faster than expected growth for the next decade, we believe investors should add to their Pharma positions. 2025 is the biggest year for pipeline readouts in recent history and we expect this to catalyse a re-rating. We show that 1) Pipelines are very robust, 2) The market underestimates the size of the “monster” blockbusters that account for 14% of all drugs, 3) 15% of 2030 sales are “generic resistant” due to the moda...
- Dominic Rose
- Naresh Chouhan
EU Pharma 2025 Outlook - The Correction Was Due, Tread Carefully
In the aftermath of the H224 Healthcare correction, we look forward to 2025 with a more focused stock specific approach We show sector fundamentals have remained robust despite the correction. We see 4 key themes for the Pharma sector in 2025; 1) 2025 is a very strong year for important pipeline readouts, 2) The volume impact of Medicare Part D reform will dominate the narrative in H125 & continue to be a tailwind into 2026, 3) Margin expansion should be robust at a sector level, 4) Biotech M&A...
Kuros Biosciences Expands into Extremities Markets
Kuros Biosciences AG / Key word(s): Miscellaneous/Personnel Kuros Biosciences Expands into Extremities Markets 19.11.2024 / 07:00 CET/CEST Commercial Highlights Appointment of Jantzen Cole as Vice President of Market Development, Extremities, to drive the Company’s acceleration beyond the spine market Strategic expansion opens new addressable market opportunity estimated at $1 billion Formation of a dedicated Surgeon Advisory Board to shape clinical and commercial strategies for MagnetOsTM in extremities markets Schlieren (Zurich), Switzerland, November 19, 2024 – Kuros Bioscie...
Moody's Ratings assigns A3 rating to Gilead's notes; stable outlook
Moody's Ratings (Moody´s) assigned an A3 rating to the new senior unsecured notes issuance of Gilead Sciences, Inc. ("Gilead"). There are no changes to Gilead's existing ratings including the A3 senior unsecured ratings, (P)A3 senior unsecured shelf or the stable outlook. Proceeds of the offering ...
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 Gilead Sciences, Inc. and other ratings that are associated with this issuer. The review was conducted through a rating committee held on 17 October 2024 in which we reassessed the appropriateness of the ratings in the cont...
- Dave Nicoski
- Ross LaDuke
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