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Ocular: 'Buy' As AXPAXLI Program For Wet-AMD Moves To Potential NDA Filing
Seeking Alpha· 2026-02-17 18:37
Core Insights - The article discusses Ocular Therapeutix and its advancements in diabetic retinopathy and wet AMD treatments, highlighting the company's ongoing research and development efforts [2]. Company Overview - Ocular Therapeutix is focused on developing innovative therapies for eye diseases, particularly diabetic retinopathy and wet age-related macular degeneration (AMD) [2]. Investment Analysis - The author emphasizes the importance of deep-dive analysis in the biotech sector, providing insights into various pharmaceutical companies and their potential for long-term value [2]. - The Biotech Analysis Central service offers a model portfolio of over 10 small and mid-cap stocks, along with extensive analysis and news reports to assist healthcare investors [2].
Ocular: "Buy" As AXPAXLI Program For Wet-AMD Moves To Potential NDA Filing (NASDAQ:OCUL)
Seeking Alpha· 2026-02-17 18:37
Company Overview - Ocular Therapeutix is currently advancing its research in diabetic retinopathy and wet age-related macular degeneration (AMD) [2] Analyst Insights - The author of the article, Terry Chrisomalis, has extensive experience in the biotech sector and provides in-depth analysis through the Biotech Analysis Central service [2] - The service includes a library of over 600 biotech investing articles and a model portfolio of more than 10 small and mid-cap stocks [2] Subscription Information - The Biotech Analysis Central service is priced at $49 per month, with a yearly plan available at a discounted rate of $399, which represents a 33.50% discount [1]
Walmart Earnings Preview: Tariff Compares Should Get Easier, But Valuation Still Quite Lofty
Seeking Alpha· 2026-02-17 18:34
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
Conagra Brands, Inc. (CAG) Presents at Consumer Analyst Group of New York Conference 2026 - Slideshow (NYSE:CAG) 2026-02-17
Seeking Alpha· 2026-02-17 18:32
Group 1 - The article discusses the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It highlights that users with ad-blockers may face restrictions when trying to access content [1]
Fastly: The Rebound Rally Is Here, And It's Just Getting Started (NASDAQ:FSLY)
Seeking Alpha· 2026-02-17 18:29
If any investors are looking at the so-called "SaaSpocalypse" and are afraid that once growth stocks lose momentum they can never recover, Fastly, Inc. ( FSLY ) is a great example of the opposite. The content delivery network (CDN) was one of the hottestWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has bee ...
Fastly: The Rebound Rally Is Here, And It's Just Getting Started
Seeking Alpha· 2026-02-17 18:29
If any investors are looking at the so-called "SaaSpocalypse" and are afraid that once growth stocks lose momentum they can never recover, Fastly, Inc. ( FSLY ) is a great example of the opposite. The content delivery network (CDN) was one of the hottestWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has bee ...
Alger Mid Cap Growth Fund Q4 2025 Portfolio Update
Seeking Alpha· 2026-02-17 18:25
Group 1 - The article does not provide any relevant content regarding company or industry insights [1]
The Dry Bulk Bull Market Is Just Warming Up
Seeking Alpha· 2026-02-17 18:24
A membership to Value Investor’s Edge includes exclusive work from J Mintzmyer, James Catlin, Climent Molins, Henrik Alex, Fausto Cuesta, and Michael Boyd, along with occasional contributions from guest authors. Members receive regularly updated portfolio models, a first look at new ideas, in-depth research reports, a quarterly review of alternative income opportunities, and a weekly update with the latest value opportunities, research development, market analytics, and current trades. Furthermore, we do fu ...
McGrath RentCorp (MGRC) Presents at Barclays 43rd Annual Industrial Select Conference Transcript
Seeking Alpha· 2026-02-17 18:24
PresentationJohn Ronan KennedyBarclays Bank PLC, Research Division Okay. We're going to get started. Good morning, everybody, and welcome to day 1 of the 43rd edition of our Barclays Industrial Select Conference. I'm Ronan Kennedy. I'm a proud member of Barclays Business Information and Professional Services team, Manav's team BIPS as we're affectionately referred to. And I do the business services side of the coverage for Manav, which includes a host of names, including Cintas who we just heard from, Ecola ...
Mohawk Industries: No Reason For Major Optimism Yet
Seeking Alpha· 2026-02-17 18:15
Core Viewpoint - The article emphasizes the investment philosophy focused on identifying mispriced securities through understanding the financial drivers of companies, often revealed by a DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is centered on small cap companies across US, Canadian, and European markets [1]. - The methodology allows for flexibility beyond traditional investment categories such as value, dividend, or growth investing, focusing instead on the overall prospects of a stock to assess risk-to-reward [1].