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The Patent Cliff: Why Big Pharma Can't Wait

The Patent Cliff: Why Big Pharma Can't Wait

The Patent Cliff: Why Big Pharma Can't Wait

Biotech & Healthcare

Jonathan Poyer

3 days ago2 min read

Biotech M&A: Nearly $8 Billion in Just Five Weeks

Biotech M&A: Nearly $8 Billion in Just Five Weeks

Biotech M&A: Nearly $8 Billion in Just Five Weeks

Biotech & Healthcare

Jonathan Poyer

4 days ago2 min read

Manhattan Associates (MANH): The Software Behind Automation Is Having a Moment

Manhattan Associates (MANH): The Software Behind Automation Is Having a Moment

Manhattan Associates (MANH): The Software Behind Automation Is Having a Moment

Robotics & Automation

Jonathan Poyer

Oct 302 min read

Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Jonathan Poyer

Oct 294 min read

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

Biotech & Healthcare

Jonathan Poyer

Oct 272 min read

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Biotech & Healthcare

Jonathan Poyer

Oct 224 min read

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Biotech & Healthcare

Jonathan Poyer

Oct 223 min read

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Robotics & Automation

Jonathan Poyer

Oct 92 min read

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

Jonathan Poyer

Oct 22 min read

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

Biotech & Healthcare

Jonathan Poyer

Sep 253 min read

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

Robotics & Automation

Jonathan Poyer

Sep 232 min read

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

Biotech & Healthcare

Jonathan Poyer

Sep 222 min read

Red Cat (RCAT) Goes to Sea

Red Cat (RCAT) Goes to Sea

Red Cat (RCAT) Goes to Sea

Robotics & Automation

Jonathan Poyer

Sep 161 min read

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Robotics & Automation

Jonathan Poyer

Sep 161 min read

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Jonathan Poyer

Sep 161 min read

Why Smart Investors Are Locking Down Yields Before the Market Shifts

Why Smart Investors Are Locking Down Yields Before the Market Shifts

Why Smart Investors Are Locking Down Yields Before the Market Shifts

Jonathan Poyer

Sep 161 min read

DEFINIUM THERAPEUTICS (DFTX): ONE DOSE. THREE POSITIVE PHASE 3 READOUTS.

DEFINIUM THERAPEUTICS (DFTX): ONE DOSE. THREE POSITIVE PHASE 3 READOUTS.

DEFINIUM THERAPEUTICS (DFTX): ONE DOSE. THREE POSITIVE PHASE 3 READOUTS.

Biotech & Healthcare

Jonathan Poyer

Sep 154 min read

Two Big Misses by Novartis (NVS) Has Shareholders Pushing for Board Overhaul

Two Big Misses by Novartis (NVS) Has Shareholders Pushing for Board Overhaul

Two Big Misses by Novartis (NVS) Has Shareholders Pushing for Board Overhaul

Biotech & Healthcare

Jonathan Poyer

Sep 141 min read

AeroVironment (AVAV): $1.5 Billion Backlog — and LOCUST Goes International

AeroVironment (AVAV): $1.5 Billion Backlog — and LOCUST Goes International

AeroVironment (AVAV): $1.5 Billion Backlog — and LOCUST Goes International

Robotics & Automation

Jonathan Poyer

Sep 111 min read

NOVARTIS (NVS): TWO PHASE 3 MISSES IN FOUR DAYS

NOVARTIS (NVS): TWO PHASE 3 MISSES IN FOUR DAYS

NOVARTIS (NVS): TWO PHASE 3 MISSES IN FOUR DAYS

Biotech & Healthcare

Jonathan Poyer

Sep 93 min read

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