Energy & UtilitiesHedge Funds’ Net Long Positions in US Natural GasHedge funds decreased their net bullish positions in US natural gas futures and options 1.9% to 186,799 on June 12–19.
Company & Industry OverviewsJohnson & Johnson’s Erleada Approved by Health CanadaOn July 4, Johnson & Johnson’s (JNJ) pharmaceuticals division, Janssen, received Health Canada’s approval for its drug Erleada.
Company & Industry OverviewsCVS 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.
Company & Industry OverviewsWall Street Looks at Sales Forecasts for Mylan’s FulphilaAccording 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.
Company & Industry OverviewsNike’s Target Markets: Everything You Need to KnowNike (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.
Company & Industry OverviewsAnadarko Petroleum’s Free Cash Flow ForecastAnadarko Petroleum’s capex has mainly been showing an increasing trend since the first quarter of 2016. The free cash flow has been negative.
Company & Industry OverviewsS&P 500 Index Nears Record High amid Earnings SeasonThe 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.
Company & Industry OverviewsAnalysts’ Recommendations for Haemonetics and Peers in March 2018In its fiscal 3Q18, which ended on December 31, 2017, Haemonetics (HAE) reported revenue of close to $234 million.
Company & Industry OverviewsEntering Migraine Market Won’t Be Easy for Novartis, AmgenNovartis (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.
Company & Industry OverviewsWhat’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.
Earnings ReportAnalyst Recommendations for Varian Medical Systems before 1Q18Varian 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.
HealthcareWhy dividend recapitalization is the sweet spot for leveraged loansWhile M&A activity was still below market prospects, demand for dividend recapitalization deals was mostly strong last week.
Company & Industry OverviewsHow Merck’s Zepatier and Isentress Are Positioned after 2Q17In 2Q17, Merck’s (MRK) Zepatier generated revenues of ~$517 million compared to $112 million in 2Q16.
Company & Industry OverviewsMylan’s Humira Biosimilar Opportunity in EuropeOn September 20, Mylan and its partner, Fujifilm Kyowa Kirin Biologics, received the marketing authorization from the European Commission for Hulio.
Company & Industry OverviewsA Brief Look at Abbott’s Alere Integration Progress and RecoveryAlere’s integration synergies in 1Q18 were delivered through strong performance of the company’s Rapid Diagnostics business.
Company & Industry OverviewsTeva’s Share of the US Generics Market Could Boost Its StockTeva Pharmaceutical Industries accounts for 18% of the US generic drug market. This share is significantly higher than those of Mylan, Novartis, and Pfizer.
Company & Industry OverviewsHow Merial Contributes to Sanofi’s GrowthMerial, 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.
Company & Industry OverviewsExtra Space Storage Continues to Enhance Shareholder WealthSince its conversion to an REIT in 2004, Extra Space Storage (EXR) has paid regular quarterly cash dividends to its shareholders.
ConsumerOverview: Ambre Energy—a coal and oil shale export companyAmbre 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.
Earnings ReportHow Is UNH’s Optum Business Positioned in the Industry?UnitedHealth Group is, by revenue, the largest healthcare company in the world.
Company & Industry OverviewsDiscussing Abbott’s Market Position and Growth Prospects in ChinaChina contributes significantly to Abbott’s Established Pharmaceuticals division, which registered sales of ~$1.1 billion, representing year-over-year growth of ~10.0%.
HealthcareScribe Therapeutics and Biogen $415 Million Deal Is UnderwayScribe Therapeutics, led by a team of CRISPR pioneers, is partnering with Biogen for a deal projected to be worth millions.
Company & Industry OverviewsSanofi’s Dupixent: Growth Prospects and Phase 3 TrialsSanofi and Regeneron are conducting clinical studies for the treatment of a range of type 2 inflammation conditions with Dupixent.
Company & Industry OverviewsWhat 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.
FinancialsThe big 3 ETF providers in the US—iShares, SPDR, and VanguardIn 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.
Company & Industry OverviewsEffect of Claris Injectables Acquisition on Baxter’s 2017 GrowthOn July 27, 2017, Baxter International (BAX) completed the acquisition of Claris Injectables, which is expected to help expand and strengthen Baxter’s core capabilities.
Company & Industry OverviewsA Look into Merck’s Immunology and Oncology PortfolioIn 1H17, Remicade generated revenues of around $437 million, which is a 37% decline year-over-year.
Company & Industry OverviewsEliquis and Sprycel Could Boost BMY’s Revenue Growth in 2H17In July 2017, the FDA accepted Bristol-Myers Squibb’s supplemental New Drug Application (or sNDA) for expanding the indication of Sprycel.
Company & Industry OverviewsThis Could Be a Solid Growth Driver for Myriad Genetics in 2018Myriad 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.
Earnings ReportAllergan’s 1Q18 Earnings: Analysts’ EstimatesAllergan (AGN) plans to release its 1Q18 earnings on April 30. Wall Street expect AGN’s earnings per share to reach $3.36.
Company & Industry OverviewsHow 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.
Company & Industry OverviewsTeva’s Copaxone Maintains Market Share amid Intense CompetitionIn fiscal 1Q18, Teva (TEVA) reported sales of $645 million for its multiple sclerosis drug, Copaxone, a sequential decline of ~21%.
Company & Industry OverviewsOlumiant Could Boost Incyte’s RevenuesIn 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.
Company & Industry OverviewsEylea Could Continue to Generate High RevenueRegeneron Pharmaceuticals (REGN) markets Eylea in the United States, and Bayer (BAYZF) commercializes the drug outside the US market.
Company & Industry OverviewsThe Latest on TEVA’s Oncology BusinessIn 1H17, Teva Pharmaceutical’s (TEVA) oncology business generated revenues of ~$550 million, or ~9% lower YoY (year-over-year).
Company & Industry OverviewsUnderstanding the Performance of Merck’s Hospital Acute Care Drugs Noxafil and CubicinIn 4Q17, Merck’s (MRK) Cubicin reported revenues of $92 million, which was ~23% lower on a YoY (year-over-year) basis.
Earnings ReportPfizer Reports 1Q18 Earnings and Revenue GrowthPfizer (PFE) released its 1Q18 earnings today, reporting another strong quarter for the Innovative health business.
Company & Industry OverviewsBIIB Stock Tumbles as Alzheimer Drug BAN2401 Data Failed to Impress InvestorsToday, Biogen (BIIB) and partner Eisai presented highly anticipated detailed study data for their investigational Alzheimer’s drug BAN2401.
Company & Industry OverviewsCan 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.
Company & Industry OverviewsTeva Announces First-to-File Launch of Generic CialisYesterday, Teva Pharmaceutical Industries (TEVA) announced the exclusive FTF (first-to-file) launch of the generic Cialis1 tablets in the US.
Company & Industry OverviewsHow’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.
HealthcareWhy the US Moat Index Beat the S&P 500 Index in JulyDomestic moat companies, as represented by the Morningstar® Wide Moat Focus IndexSM (MWMFTR, or “U.S. Moat Index”), once again posted strong results in July.
HealthcareWho 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?
HealthcareWill Amazon Disrupt the Pharmacy Industry?In Amazon's latest push into healthcare, the company has launched Amazon Pharmacy. Will Amazon disrupt the pharmacy industry?
HealthcareWill 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?
HealthcareWho Owns Pfizer and BioNTech?The Pfizer-BioNTech vaccine holds life-changing potential. Who are the owners that are running the show?
HealthcareWho Owns Moderna?Moderna, a biopharmaceutical company, has a coronavirus vaccine with initial trial results that show 94.5 percent effectiveness.
NewsShould 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?
HealthcareIs 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?
HealthcareCigna’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?