Hedge Funds’ Net Long Positions in US Natural Gas
Hedge funds decreased their net bullish positions in US natural gas futures and options 1.9% to 186,799 on June 12–19.
Healthcare
The latest news in the healthcare sector including biotech and telehealth.
Johnson & Johnson’s Erleada Approved by Health Canada
On July 4, Johnson & Johnson’s (JNJ) pharmaceuticals division, Janssen, received Health Canada’s approval for its drug Erleada.CVS versus Walgreens: Which Has a More Diversified Business Model?
CVS generates close to 70% of its annual sales by offering a full range of pharmacy benefit management services.Wall Street Looks at Sales Forecasts for Mylan’s Fulphila
According to Leerink analyst Amy Fadia, Fulphila is expected to generate sales of $73.0 million in 2018. Fadia expects Fulphila’s sales to reach $260.0 million in 2019.Nike’s Target Markets: Everything You Need to Know
Nike (NKE) faces some challenges in its target markets. In the US, economic growth rates have tapered down, and the trade war could affect its China market.Anadarko Petroleum’s Free Cash Flow Forecast
Anadarko Petroleum’s capex has mainly been showing an increasing trend since the first quarter of 2016. The free cash flow has been negative.S&P 500 Index Nears Record High amid Earnings Season
The S&P 500 Index, represented by the SPDR S&P 500 ETF (SPY), rose 0.3% on October 23, nearing the all-time high it saw in July.Analysts’ Recommendations for Haemonetics and Peers in March 2018
In its fiscal 3Q18, which ended on December 31, 2017, Haemonetics (HAE) reported revenue of close to $234 million.Entering Migraine Market Won’t Be Easy for Novartis, Amgen
Novartis (NVS) and Amgen (AMGN) recently announced that the CGRP inhibitor therapy, AMG 334, reported positive results in a Phase 2 clinical trial as a therapy for preventing chronic migraine.What’s Gilead Sciences’ Valuation?
Gilead’s stock price has risen ~8.9% in the last 12 months. Wall Street analysts estimate that the stock price will fall ~4.5% over the next 12 months.Analyst Recommendations for Varian Medical Systems before 1Q18
Varian Medical Systems (VAR) will announce its 1Q18 earnings results on January 24, 2018. It wants to establish itself as the leading cancer management company in the world.Healthcare Why dividend recapitalization is the sweet spot for leveraged loans
While M&A activity was still below market prospects, demand for dividend recapitalization deals was mostly strong last week.How Merck’s Zepatier and Isentress Are Positioned after 2Q17
In 2Q17, Merck’s (MRK) Zepatier generated revenues of ~$517 million compared to $112 million in 2Q16.Mylan’s Humira Biosimilar Opportunity in Europe
On September 20, Mylan and its partner, Fujifilm Kyowa Kirin Biologics, received the marketing authorization from the European Commission for Hulio.A Brief Look at Abbott’s Alere Integration Progress and Recovery
Alere’s integration synergies in 1Q18 were delivered through strong performance of the company’s Rapid Diagnostics business.Teva’s Share of the US Generics Market Could Boost Its Stock
Teva Pharmaceutical Industries accounts for 18% of the US generic drug market. This share is significantly higher than those of Mylan, Novartis, and Pfizer.How Merial Contributes to Sanofi’s Growth
Merial, Sanofi’s (SNY) Animal Health segment, reported total revenues of 725 million euros (about $818.6 million), which is a 9.1% increase over 2Q15.Extra Space Storage Continues to Enhance Shareholder Wealth
Since its conversion to an REIT in 2004, Extra Space Storage (EXR) has paid regular quarterly cash dividends to its shareholders.Consumer Overview: Ambre Energy—a coal and oil shale export company
Ambre Energy was founded in June 2005. It’s an Australian-American coal and oil shale company. The company’s Australian headquarters are located at Brisbane. The head American office is located at Salt Lake City, Utah. The company operates in three business lines—U.S. coal export infrastructure, international coal marketing and trading, and U.S. thermal coal production.How Is UNH’s Optum Business Positioned in the Industry?
UnitedHealth Group is, by revenue, the largest healthcare company in the world.Discussing Abbott’s Market Position and Growth Prospects in China
China contributes significantly to Abbott’s Established Pharmaceuticals division, which registered sales of ~$1.1 billion, representing year-over-year growth of ~10.0%.Scribe Therapeutics and Biogen $415 Million Deal Is Underway
Scribe Therapeutics, led by a team of CRISPR pioneers, is partnering with Biogen for a deal projected to be worth millions.Sanofi’s Dupixent: Growth Prospects and Phase 3 Trials
Sanofi and Regeneron are conducting clinical studies for the treatment of a range of type 2 inflammation conditions with Dupixent.What Else Could Drive Gilead’s Long-Term Growth?
In December 2017, Kite, a Gilead Sciences (GILD) company, presented long-term follow-up data from its pivotal ZUMA-1 trial of Yescarta.Financials The big 3 ETF providers in the US—iShares, SPDR, and Vanguard
In the U.S., Blackrock (BLK), State Street GA (STT), and Vanguard are the top three ETF providers. They have a 40.1%, 22.3%, and 20.7% market share, respectively.Effect of Claris Injectables Acquisition on Baxter’s 2017 Growth
On July 27, 2017, Baxter International (BAX) completed the acquisition of Claris Injectables, which is expected to help expand and strengthen Baxter’s core capabilities.A Look into Merck’s Immunology and Oncology Portfolio
In 1H17, Remicade generated revenues of around $437 million, which is a 37% decline year-over-year.Eliquis and Sprycel Could Boost BMY’s Revenue Growth in 2H17
In July 2017, the FDA accepted Bristol-Myers Squibb’s supplemental New Drug Application (or sNDA) for expanding the indication of Sprycel.This Could Be a Solid Growth Driver for Myriad Genetics in 2018
Myriad Genetics (MYGN) announced the U.S. Food and Drug Administration’s (or FDA) acceptance of its supplementary premarket approval application for BRACAnalysis CDx, a DNA sequencing companion diagnostic test.Allergan’s 1Q18 Earnings: Analysts’ Estimates
Allergan (AGN) plans to release its 1Q18 earnings on April 30. Wall Street expect AGN’s earnings per share to reach $3.36.How Amgen’s Nephrology Drugs Are Positioned after 2Q17?
In 2Q17, Amgen’s (AMGN) Aranesp generated revenues of ~$535 million, which represented a 6% year-over-year rise.Teva’s Copaxone Maintains Market Share amid Intense Competition
In fiscal 1Q18, Teva (TEVA) reported sales of $645 million for its multiple sclerosis drug, Copaxone, a sequential decline of ~21%.Olumiant Could Boost Incyte’s Revenues
In February 2017, Eli Lilly (LLY) secured approval for Olumiant (baricitinib) from the European Medicines Agency (or EMA) for patients suffering from moderate-to-severe rheumatoid arthritis.Eylea Could Continue to Generate High Revenue
Regeneron Pharmaceuticals (REGN) markets Eylea in the United States, and Bayer (BAYZF) commercializes the drug outside the US market.The Latest on TEVA’s Oncology Business
In 1H17, Teva Pharmaceutical’s (TEVA) oncology business generated revenues of ~$550 million, or ~9% lower YoY (year-over-year).Understanding the Performance of Merck’s Hospital Acute Care Drugs Noxafil and Cubicin
In 4Q17, Merck’s (MRK) Cubicin reported revenues of $92 million, which was ~23% lower on a YoY (year-over-year) basis.Pfizer Reports 1Q18 Earnings and Revenue Growth
Pfizer (PFE) released its 1Q18 earnings today, reporting another strong quarter for the Innovative health business.BIIB Stock Tumbles as Alzheimer Drug BAN2401 Data Failed to Impress Investors
Today, Biogen (BIIB) and partner Eisai presented highly anticipated detailed study data for their investigational Alzheimer’s drug BAN2401.Can Edwards Lifesciences See Robust Net Profit Margin in 2017?
In its 2Q17 earnings conference call, Edwards Lifesciences (EW) projected 2017 adjusted EPS to fall to $3.65–$3.85, which is higher than the previous $3.43–$3.55.Teva Announces First-to-File Launch of Generic Cialis
Yesterday, Teva Pharmaceutical Industries (TEVA) announced the exclusive FTF (first-to-file) launch of the generic Cialis1 tablets in the US.How’s Celgene’s Abraxane Positioned after 4Q17?
In 4Q17, Celgene’s (CELG) Abraxane generated revenues of $251 million, which reflected a decline of ~6% on a YoY (year-over-year) basis.Why the US Moat Index Beat the S&P 500 Index in July
Domestic moat companies, as represented by the Morningstar® Wide Moat Focus IndexSM (MWMFTR, or “U.S. Moat Index”), once again posted strong results in July.Who Owns Pfizer?
On Nov. 9, Pfizer announced that its coronavirus vaccine is more than 90 percent effective. Who owns Pfizer and where is the company based?Will Amazon Disrupt the Pharmacy Industry?
In Amazon's latest push into healthcare, the company has launched Amazon Pharmacy. Will Amazon disrupt the pharmacy industry?Will McKesson Stock Benefit from COVID-19 Vaccine?
McKesson stock has soared as the pandemic has created a business boom for the company. Will vaccines reverse the gains?Who Owns Pfizer and BioNTech?
The Pfizer-BioNTech vaccine holds life-changing potential. Who are the owners that are running the show?Who Owns Moderna?
Moderna, a biopharmaceutical company, has a coronavirus vaccine with initial trial results that show 94.5 percent effectiveness.Should You Buy Peloton Stock After the Recent Fall?
Peloton stock has been under pressure amid positive news about COVID-19 vaccine candidates. Should you buy PTON stock after the recent crash?Is AstraZeneca Stock a Good Buy at These Prices?
AstraZeneca was founded in 1999 through the merger of Astra AB and Zeneca Group. Is AstraZeneca a good stock to buy?Cigna’s Stock Split History: Is Another Split Due in 2020?
Stock splits have made headlines this year. When will Cigna stock split, and would a split make any difference to investors?
