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Will the FTC Cause a Fury of M&A Deals with Their Latest Proposal?

Will the FTC Cause a Fury of M&A Deals with Their Latest Proposal?

Will the FTC Cause a Fury of M&A Deals with Their Latest Proposal?

Biotech & Healthcare

Jonathan Poyer

Jul 11, 20231 min read

Biotech Capital Markets Highlights Through June 30th

Biotech Capital Markets Highlights Through June 30th

Biotech Capital Markets Highlights Through June 30th

Biotech & Healthcare

Jonathan Poyer

Jul 5, 20231 min read

Muni Tax-Equivalent Yields 300-400bps Above Treasuries

Muni Tax-Equivalent Yields 300-400bps Above Treasuries

Muni Tax-Equivalent Yields 300-400bps Above Treasuries

Jonathan Poyer

Jul 5, 20231 min read

Muni Yields are Up. Is it Time to Invest?

Muni Yields are Up. Is it Time to Invest?

Muni Yields are Up. Is it Time to Invest?

Jonathan Poyer

Jul 3, 20232 min read

Four M&A Deals in June as Activity Heats Up

Four M&A Deals in June as Activity Heats Up

Four M&A Deals in June as Activity Heats Up

Biotech & Healthcare

Jonathan Poyer

Jun 28, 20231 min read

The Good, Bad, and Ugly of Clinical Trials Leads to the Same for Stock Prices

The Good, Bad, and Ugly of Clinical Trials Leads to the Same for Stock Prices

The Good, Bad, and Ugly of Clinical Trials Leads to the Same for Stock Prices

Biotech & Healthcare

Jonathan Poyer

Jun 27, 20232 min read

Has the Biotech Sector Discount Reached a Record?

Has the Biotech Sector Discount Reached a Record?

Has the Biotech Sector Discount Reached a Record?

Biotech & Healthcare

Jonathan Poyer

Jun 26, 20233 min read

M&A Activity to Fill Up Franchise Drug Pipelines

M&A Activity to Fill Up Franchise Drug Pipelines

M&A Activity to Fill Up Franchise Drug Pipelines

Biotech & Healthcare

Jonathan Poyer

Jun 13, 20232 min read

M&A Heating Up in Mid-Cap Biotech Too!

M&A Heating Up in Mid-Cap Biotech Too!

M&A Heating Up in Mid-Cap Biotech Too!

Biotech & Healthcare

Jonathan Poyer

Jun 12, 20231 min read

Pick the Best! Marginal or Failed Programs Not Attracting Additional Funding

Pick the Best! Marginal or Failed Programs Not Attracting Additional Funding

Pick the Best! Marginal or Failed Programs Not Attracting Additional Funding

Biotech & Healthcare

Jonathan Poyer

Jun 6, 20232 min read

M&A Activity is Flurrying - Buy the Market or Buy Stocks?

M&A Activity is Flurrying - Buy the Market or Buy Stocks?

M&A Activity is Flurrying - Buy the Market or Buy Stocks?

Biotech & Healthcare

Jonathan Poyer

May 31, 20232 min read

Let's Go There - Revenues in the AI Space

Let's Go There - Revenues in the AI Space

Let's Go There - Revenues in the AI Space

Robotics & Automation

Jonathan Poyer

May 26, 20231 min read

VIX Ends April in the 15s - Back to Premium Collecting

VIX Ends April in the 15s - Back to Premium Collecting

VIX Ends April in the 15s - Back to Premium Collecting

Volatility Investing and the VIX

Jonathan Poyer

May 25, 20231 min read

Is Real Estate the Safest Place to Invest Right Now?

Is Real Estate the Safest Place to Invest Right Now?

Is Real Estate the Safest Place to Invest Right Now?

Jonathan Poyer

May 23, 20233 min read

Stock Picking REALLY Matters - What a Week!!!

Stock Picking REALLY Matters - What a Week!!!

Stock Picking REALLY Matters - What a Week!!!

Biotech & Healthcare

Jonathan Poyer

May 23, 20232 min read

Shock & Awe Valuations - Is Biotech In a Bull Market?

Shock & Awe Valuations - Is Biotech In a Bull Market?

Shock & Awe Valuations - Is Biotech In a Bull Market?

Jonathan Poyer

May 22, 20231 min read

Ups and Downs - Biotech Valuations and the Cost of Capital

Ups and Downs - Biotech Valuations and the Cost of Capital

Ups and Downs - Biotech Valuations and the Cost of Capital

Biotech & Healthcare

Jonathan Poyer

May 18, 20232 min read

Looking At the Fixed Income Markets for Signals to Act

Looking At the Fixed Income Markets for Signals to Act

Looking At the Fixed Income Markets for Signals to Act

Jonathan Poyer

May 15, 20232 min read

What Happens When Interest Payments Match Defense Spending?

What Happens When Interest Payments Match Defense Spending?

What Happens When Interest Payments Match Defense Spending?

Jonathan Poyer

May 11, 20231 min read

Are There Any Lessons To Be Learned From the VIX Chart? Is the VIX High or Low?

Are There Any Lessons To Be Learned From the VIX Chart? Is the VIX High or Low?

Are There Any Lessons To Be Learned From the VIX Chart? Is the VIX High or Low?

Volatility Investing and the VIX

Jonathan Poyer

May 11, 20232 min read

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