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Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Eli Lilly Continues Its Run Acquiring Morphic Holdings for $3.2B As Its Stock Pushes +62% for the Year

Biotech & Healthcare

Jonathan Poyer

Jul 10, 20242 min read

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

Biotech Index Moves to Market Cap Weighted Style and Healthcare Report Forecasts Spending to 19.7% of GDP by 2032!

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Jul 9, 20242 min read

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Argenx Receives FDA Approval Causing Stock to Jump and Alnylam Shows Positive Results Boosting Its Price as the XBI Index Moves Above Its 50-Day Average

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Jun 27, 20242 min read

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

Abbvie Partners with FutureGen in $150M Upfront Deal with Additional $1.56B in Potential Additional Milestones

Biotech & Healthcare

Jonathan Poyer

Jun 18, 20242 min read

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

CPI Delivers and the Bond Market Takes Notice. Investors Likely to Follow

Jonathan Poyer

Jun 13, 20241 min read

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

Solid CPI Bumps Biotech Index Up 1.47%. Can the Risk-On Mentality Move Beyond NVIDIA?

Biotech & Healthcare

Jonathan Poyer

Jun 13, 20242 min read

June 2024 Riffin' on Real Estate

June 2024 Riffin' on Real Estate

June 2024 Riffin' on Real Estate

Riffin' on Real Estate Recordings

Jonathan Poyer

Jun 12, 20241 min read

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Biotech M&A Continues Chugging Along. Five, Billion Dollar Plus Transactions in May. 2024 Outpacing 2023 Significantly

Biotech & Healthcare

Jonathan Poyer

Jun 7, 20241 min read

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Impressive Data Sets from Big Pharma and Merck Spends $1.3B to Acquire Eyebiotech

Biotech & Healthcare

Jonathan Poyer

Jun 6, 20242 min read

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

Asahi Kasei announces the acquisition of Calliditas Therapeutics (CALT) for $1.1 billion. The M&A Train Never Stops!

Biotech/Healthcare Weekly Updates

Jonathan Poyer

Jun 3, 20242 min read

May 2024 Follow-Up with the Doctor

May 2024 Follow-Up with the Doctor

May 2024 Follow-Up with the Doctor

Dr. is IN Monthly Call Recordings

Jonathan Poyer

May 31, 20241 min read

Biotech Capital Market Environment Highlights - Earnings Season Wrapping Up with JNJ and Novartis Acquisitions

Biotech Capital Market Environment Highlights - Earnings Season Wrapping Up with JNJ and Novartis Acquisitions

Biotech Capital Market Environment Highlights - Earnings Season Wrapping Up with JNJ and Novartis Acquisitions

Biotech & Healthcare

Jonathan Poyer

May 23, 20241 min read

Biotech Index Hovers Around 50-Day Moving Average Despite Low Trade Volume. J&J Acquires Proteologix for $850M, Novartis Acquires MorphoSys

Biotech Index Hovers Around 50-Day Moving Average Despite Low Trade Volume. J&J Acquires Proteologix for $850M, Novartis Acquires MorphoSys

Biotech Index Hovers Around 50-Day Moving Average Despite Low Trade Volume. J&J Acquires Proteologix for $850M, Novartis Acquires MorphoSys

Biotech & Healthcare

Jonathan Poyer

May 22, 20242 min read

A Quarterly Deep Dive into Residential Real Estate - Charts, Charts, and More Charts!

A Quarterly Deep Dive into Residential Real Estate - Charts, Charts, and More Charts!

A Quarterly Deep Dive into Residential Real Estate - Charts, Charts, and More Charts!

Jonathan Poyer

May 21, 20244 min read

Investing in Mortgage REITs and Residential Real Estate - Book Values are Growing and Credit Has Never Been Stronger

Investing in Mortgage REITs and Residential Real Estate - Book Values are Growing and Credit Has Never Been Stronger

Investing in Mortgage REITs and Residential Real Estate - Book Values are Growing and Credit Has Never Been Stronger

Jonathan Poyer

May 20, 20243 min read

Mortgage-Backed Securities (MBS) in 2024 - What to Think and How to Respond

Mortgage-Backed Securities (MBS) in 2024 - What to Think and How to Respond

Mortgage-Backed Securities (MBS) in 2024 - What to Think and How to Respond

Jonathan Poyer

May 17, 20242 min read

Residential Mortgage Market - A Good Place to Invest? A Safe Place? Let's Take a Look

Residential Mortgage Market - A Good Place to Invest? A Safe Place? Let's Take a Look

Residential Mortgage Market - A Good Place to Invest? A Safe Place? Let's Take a Look

Jonathan Poyer

May 16, 20242 min read

Biotech Trading Around its 50-Day Moving Average - XBI Index +3.95% YTD. Novavax Spikes on Deal with Sanofi

Biotech Trading Around its 50-Day Moving Average - XBI Index +3.95% YTD. Novavax Spikes on Deal with Sanofi

Biotech Trading Around its 50-Day Moving Average - XBI Index +3.95% YTD. Novavax Spikes on Deal with Sanofi

Biotech & Healthcare

Jonathan Poyer

May 15, 20243 min read

2024 Doubling the Number of Biotech Transactions from 2023. The Index Waits to Respond

2024 Doubling the Number of Biotech Transactions from 2023. The Index Waits to Respond

2024 Doubling the Number of Biotech Transactions from 2023. The Index Waits to Respond

Biotech & Healthcare

Jonathan Poyer

May 13, 20241 min read

What to Think About Commercial Real Estate? How to Know When to Take A Look

What to Think About Commercial Real Estate? How to Know When to Take A Look

What to Think About Commercial Real Estate? How to Know When to Take A Look

Jonathan Poyer

May 10, 20242 min read

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