Health Companies Using DeepSeek's AI Chatbot Hoping for an Edge

Biotech & Healthcare

Jonathan Poyer

Feb 25, 20251 min read

The Doctor is IN | February 2025

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Feb 20, 20251 min read

February 2025 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Feb 12, 20251 min read

Novartis Enters the Acquisition Game Acquiring Anthos Therapeutics for $925M

Biotech & Healthcare

Jonathan Poyer

Feb 12, 20252 min read

Robotics Winners and Losers for Q4 - More Winners than Losers as the Sector is Moving

Robotics & Automation

Jonathan Poyer

Feb 3, 20251 min read

A Recap of the 2024 Mortgage and Housing Market with A Look Into 2025

Real Estate

Jonathan Poyer

Jan 21, 20252 min read

JP Morgan Healthcare Conference Wraps Up. Lots of Questions Even with Solid Earnings and Outlooks

Biotech & Healthcare

Jonathan Poyer

Jan 17, 20251 min read

JP Morgan Healthcare Conference Continues as Day 3 Shows ISRG Popping and Medicare Membership Growing 30%+

Biotech & Healthcare

Jonathan Poyer

Jan 17, 20251 min read

The Doctor is IN | December 2024

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Jan 16, 20251 min read

Health Catalyst Announces Acquisition Plans for Upfront Healthcare and Other JPM Healthcare Conference News

Biotech & Healthcare

Jonathan Poyer

Jan 15, 20251 min read

Notes from the First Day of the JPM Healthcare Conference

Biotech & Healthcare

Jonathan Poyer

Jan 14, 20251 min read

JPM Healthcare Conference Week Kicks Off with Deals - J&J Acquires ITCI for $14.6B

Biotech & Healthcare

Jonathan Poyer

Jan 13, 20251 min read

January 2025 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Jan 10, 20251 min read

30-Year Mortgage Rate Zooms to 7.24% After Strong Payroll Report

Macro Views

Jonathan Poyer

Jan 10, 20251 min read

FDA Shares Updated Draft Guidance on Weight Loss Reduction Products. Metsera Publishes Data. 2025 Off to the Races

Biotech & Healthcare

Jonathan Poyer

Jan 10, 20253 min read

AbbVie Acquiring Nimble Therapeutics for $200M for Preclinical Immunological Therapies

Biotech & Healthcare

Jonathan Poyer

Dec 18, 20241 min read

December 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Dec 12, 20241 min read

10-Year and XBI Negative Correlation Continues in November. Obesity Drugs Remain in the Spotlight. No Rest for Biotech to End the Year

Biotech & Healthcare

Jonathan Poyer

Dec 12, 20241 min read

Real Estate Chart Deep Dive - Spreads are Tight and Seasoned Housing is Strong

Real Estate

Jonathan Poyer

Nov 26, 20243 min read

The Doctor is IN | November 2024

Dr. is IN Monthly Call Recordings

Jonathan Poyer

Nov 25, 20241 min read