Posted on 7/27/20
Texas Instruments: Pricey, But Still Attractive
SummaryTexas Instruments boasts of a broad portfolio and superior execution capabilities.The company has one of the best dividend yields in the technology sector.Investors should remain aware . . .
Posted on 7/6/20
Akamai Technologies: Much Upside Left In This Software Infrastructure Player For 2020
SummaryAkamai stands to benefit from secular tailwinds such as an increase in e-commerce penetration and online media consumption.The company’s security business has also emerged as a . . .
Posted on 7/5/20
Akamai Technologies: Much Upside Left In This Software Infrastructure Player For 2020
Cloud security and CDN (content delivery network) player Akamai Technologies (NASDAQ:AKAM) seems to have been left behind in what can only be called an enviable rally . . .
Posted on 6/19/20
Emergent BioSolutions: Revising My Valuation
I last covered Emergent BioSolutions (EBS) in July 2018. Since then, much has changed for the world and the overall pharmaceutical industry. The stock has managed . . .
Posted on 5/11/20
Boston Scientific: Start Building A Position In This Beaten-Down Medtech Company
SummaryDelayed elective procedures can result in magnified demand for some of BSX’s products in coming months.Boston Scientific is one of the few medtech companies well positioned . . .
Posted on 3/25/20
Amgen: A Healthy And Defensive Pick In COVID-19 Times
The current recessionary environment has wreaked havoc across sectors and geographies. However, while we fret at the declining value of our portfolios, this can also prove . . .
Posted on 7/29/19
Karyopharm Therapeutics: Avoid In July 2019
SummarySafety profile of XPOVIO is not satisfactory.The primary endpoint in the STORM trial is weak and the measured efficacy benefit is also modest.Certain other risks also . . .
Posted on 7/2/19
Vertex Pharmaceuticals: A Stock That Continues To Impress In 2019
SummaryKalydeco, Orkambi, and Symdeko continue to report robust demand trends in CF population.FDA approval for Vertex's triplet regimen can dramatically expand its addressable CF market.The company . . .
Posted on 3/21/19
Celgene Presents An Attractive Short-Term Investment Opportunity In March 2019
Summary Celgene continues to trade at a significant discount to Bristol-Myers Squibb’s offer price. The probability of completion of acquisition of Celgene by Bristol-Myers Squibb is . . .
Posted on 3/21/19
Celgene Presents An Attractive Short-Term Investment Opportunity In March 2019
SummaryCelgene continues to trade at a significant discount to Bristol-Myers Squibb’s offer price.The probability of completion of acquisition of Celgene by Bristol-Myers Squibb is high.Bristol-Myers Squibb . . .
Posted on 10/30/18
Rexahn Pharmaceuticals Is A Promising Buy In 2018
SummaryRX 3117 can prove to be a breakthrough treatment option for pancreatic cancer and advanced bladder cancer patients.RX 5902 is targeting the huge unmet demand in . . .
Posted on 10/11/18
United Therapeutics Is Making All The Right Moves In 2018
Summary Remodulin expected to continue its revenue trajectory despite generic competition. The company boasts of a strong research pipeline targeting indications such as PAH and oncology. . . .
Posted on 10/11/18
United Therapeutics Is Making All The Right Moves In 2018
SummaryRemodulin expected to continue its revenue trajectory despite generic competition.The company boasts of a strong research pipeline targeting indications such as PAH and oncology.Acquisition of SteadyMed . . .
Posted on 9/4/18
Vertex Pharmaceuticals Is A Solid Buy In 2018
SummaryVertex Pharmaceuticals continues to be a leading player in the cystic fibrosis space in 2018.The company is focused on advancing its research pipeline in the CF . . .
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