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 ...
Kuros Biosciences AG: 1 director
A director at Kuros Biosciences AG sold 30,000 shares at 30.200CHF 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 c...
GSK: 1 director
A director at GSK sold 6,000 shares at 1,829p and the significance rating of the trade was 60/100. 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 p...
Kuros Biosciences announces enrollment of first patient in ASTRA study...
Kuros Biosciences announces enrollment of first patient in ASTRA study – A global, prospective, randomized, multi-center clinical trial in foot and ankle fusion Kuros Biosciences announces enrollment of first patient in ASTRA study – A global, prospective, randomized, multi-center clinical trial in foot and ankle fusion Schlieren (Zürich), Switzerland, December 2, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in innovative biologic technologies, today announced that the first patient has been enrolled in its global ASTRA (Ankle Subtalar arThrodesis Randomized Assessment) stu...
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...
Kuros Biosciences to present at the Piper Sandler 37th Annual Healthca...
Kuros Biosciences to present at the Piper Sandler 37th Annual Healthcare Conference Kuros Biosciences to present at the Piper Sandler 37th Annual Healthcare Conference Schlieren (Zürich), Switzerland, November 26, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in innovative biologic technologies, will present at the Piper Sandler 37th Annual Healthcare Conference, taking place December 2–4, 2025 at The Lotte New York Palace in New York City. The Company’s presentation will highlight continued commercial momentum, clinical advancement across the MagnetOs portfolio, and ong...
Kuros Biosciences increases the annual guidance for 2025, The company ...
Kuros Biosciences increases the annual guidance for 2025, The company reports 77% year-over-year increase for the first nine months of 2025 Ad hoc announcement pursuant to Article 53 of the SIX listing rules Kuros Biosciences increases the annual guidance for 2025 The company reports 77% year-over-year increase for the first nine months of 2025 Financial & Operational Highlights Total Medical Device sales rose by 77% to USD 101.1 million for the first nine months of 2025 (9M 2024: USD 57.2 million)Direct MagnetOs™ sales increased by 76% to USD 99.7 million for the first nine months of 2...
- Dave Nicoski
- Ross LaDuke
Vermilion Compass: Weekly Equity Strategy
Downgrading Financials to Underweight We remain bullish since our 4/22/25 Compass, and we will maintain our bullish outlook as long as market dynamics remain healthy and the S&P 500 (SPX) is above 6028-6059. We would need to see a break below 6569 in order to have confidence that a consolidation period has finally begun. For now, we continue to expect support to show up at the 4-month uptrend, which generally coincides with the 20-day MA. Short-term supports to buy include 6640 (the 20-day MA),...
TECH BIO-TECHNE CORPORATION
RGEN REPLIGEN CORPORATION
REGN REGENERON PHARMACEUTICALS INC.
GILD GILEAD SCIENCES INC.
EXEL EXELIXIS INC.
EXAS EXACT SCIENCES CORPORATION
ENS ENERSYS
BIIB BIOGEN INC.
BGNE BEIGENE LTD. SPONSORED ADR
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ALNY ALNYLAM PHARMACEUTICALS INC
IONS IONIS PHARMACEUTICALS INC.
UTHR UNITED THERAPEUTICS CORPORATION
MDGL MADRIGAL PHARMACEUTICALS
RPRX ROYALTY PHARMA PLC CLASS A
ADPT ADAPTIVE BIOTECHNOLOGIES
QS QUANTUMSCAPE
ENVX ENOVIX CORP
FLNC FLUENCE ENERGY INC
SLDP SOLID POWER INC
MVST MICROVAST HLDGS INC
AMPX AMPRIUS TECHNOLOGIES INC
SES SES AI CORPORATION
ABAT AMERICAN BATTERY TECHNOLOGY COMPANY
TE ALUSSA ENERGY ACQUISITION CORP
- Dominic Rose
- Naresh Chouhan
Kuros Biosciences debuts commercial launch of MagnetOs MIS Delivery Sy...
Kuros Biosciences debuts commercial launch of MagnetOs MIS Delivery System at SMISS 2025 Kuros Biosciences debuts commercial launch of MagnetOs MIS Delivery System at SMISS 2025 Schlieren (Zürich), Switzerland – September 30, 2025 – Kuros Biosciences (“Kuros” or the “Company”), a leader in innovative biologic technologies, today announced the full commercial launch of the MagnetOs™ MIS Delivery System. Purpose-built for Minimally Invasive Surgical (MIS) procedures, the system is designed to meet every surgeon’s need in bone graft delivery. It will be showcased at the Kuros booth and featur...
- Dominic Rose
- Naresh Chouhan
Moody's Ratings affirms Gilead's A3 rating; revises outlook to positiv...
Moody's Ratings (Moody's) affirmed the ratings of Gilead Sciences, Inc. ("Gilead") including the A3 senior unsecured ratings and (P)A3 senior unsecured shelf rating. At the same time, we revised the outlook to positive from stable. The positive outlook reflects positive momentum in Gilead's pipeli...
Kuros statement on media inquiry concerning former Board member
Kuros statement on media inquiry concerning former Board member Ad-hoc announcement pursuant to Article 53 of the SIX listing rules Kuros statement on media inquiry concerning former Board member Schlieren (Zurich), Switzerland, September 18, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in next generation bone healing technologies, has become aware of a possible imminent publication in a Dutch financial media outlet regarding the recent resignation of Albert Arp, a former member of the company’s Board of Directors. Kuros has received inquiries from the media outlet regardi...
Kuros Biosciences announces changes in the Board of Directors
Kuros Biosciences announces changes in the Board of Directors Ad-hoc announcement pursuant to Article 53 of the SIX listing rules Kuros Biosciences announces changes in the Board of Directors Schlieren (Zurich), Switzerland, September 4, 2025 – Kuros Biosciences (“Kuros” or the “Company”) a leader in next generation bone healing technologies, announces that Albert Arp has decided to resign from the Board of Directors with immediate effect for personal and professional reasons. Oliver Walker was appointed as Chair of the Audit and Risk Committee. Kimberley Elting was appointed as member o...
Kuros Biosciences Reports First Half of 2025 Results
Kuros Biosciences Reports First Half of 2025 Results Ad-hoc announcement pursuant to Article 53 of the SIX listing rules Kuros Biosciences Reports First Half of 2025 Results Financial Highlights Total Medical Device sales rose by 78% to USD 63.5 million in H1 2025 (H1 2024: USD 35.7 million)Direct MagnetOs™ sales increased by 77% to USD 62.7 million in H1 2025 (H1 2024: USD 35.4 million)The Group achieved its first-ever operating profit, reaching USD 3.5 million, compared to an operating loss of USD (0.2) million in H1 2024Total Group EBITDA reached USD 5.1 million in H1 2025 (H1 2024...
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...
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
Unfortunately, this report is not available for the investor type or country you selected.
Report is subscription only.
Thank you, your report is ready.
Thank you, your report is ready.