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Genmab: Epkinly's Spectacular Data Is The Antidote To The Darzalex Patent Cliff
GenmabGenmab(US:GMAB) Seeking Alphaยท2025-09-12 17:58

With a background as an RN and an MBA, Stephen analyzes healthcare and tech stocks through the lens of investment process design. His work is guided by his proprietary "Dizzy Framework," a system developed to counter common behavioral errors like chasing market noise or rigidly sticking to priors. By focusing on the quality and timing of information, the framework enforces a patient and disciplined approach, translating complex science and market dynamics into truly actionable theses. His influences include ...