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If M&A continues at this pace you want to be long Biotech into next year, says Mizuho's Jared Holz
Youtube· 2025-11-14 23:17
Merc waves today with a $9.2% billion deal to acquire flu drug maker Sedara Therapeutics. Sedara shares more than doubling on the news. Well, Mercedes flat.The farmer giant is racing to replenish his pipeline ahead of Kitruda's 2028 patent expiry. The cancer drug accounted for nearly half of Merc's revenues in 2024. For more, let's bring in Missouo healthcare strategist Jared Holes.Jared, great to have you with us. Um, even prior to the deal, Sedera, that drug, it looked like it was going to be a blockbuste ...
Options Action: Bullish options moves in Nvidia
Youtube· 2025-11-14 23:16
Group 1 - Nvidia traded approximately 3.5 million contracts, indicating above-average trading activity [1] - The most active contract was the November 200 strike calls, with nearly 100,000 contracts traded at over $3 each, suggesting bullish sentiment among buyers [1][2] - The options market is implying a price movement of about 6.4%, consistent with the eight-quarter average of around 6% [2] Group 2 - The strategy involves buying Nvidia stock while selling short-dated calls, with suggestions for others to consider selling longer-dated options, such as the January 215 calls priced just under $5 [3] - Selling longer-dated options provides a standstill yield while allowing for significant upside participation, as these calls are above recent highs [3]
Fidelity National Information Services, Inc. 2025 Q3 - Results - Earnings Call Presentation (NYSE:FIS) 2025-11-14
Seeking Alpha· 2025-11-14 23:15
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GCM Grosvenor Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:GCMG) 2025-11-14
Seeking Alpha· 2025-11-14 23:14
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Twin Disc, Incorporated 2026 Q1 - Results - Earnings Call Presentation (NASDAQ:TWIN) 2025-11-14
Seeking Alpha· 2025-11-14 23:14
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Alcon: Some Premium Coming Out Of This Quality Play (ALC)
Seeking Alpha· 2025-11-14 23:13
Core Insights - Alcon Inc. (ALC) is recognized as a leader in the eye care industry, benefiting from a strong and diversified market position, which is expected to provide favorable conditions for growth [1] Group 1: Company Overview - Alcon Inc. is positioned as a dominant player in the eye care sector, leveraging its diversified offerings to capitalize on market opportunities [1] Group 2: Market Positioning - The company is experiencing tailwinds that are likely to enhance its competitive advantage and market share in the eye care industry [1] Group 3: Investment Opportunities - The investment group "Value In Corporate Events" focuses on identifying actionable investment opportunities related to significant corporate events such as earnings reports, mergers, and acquisitions, with a particular emphasis on Alcon Inc. [1]
Xometry, Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:XMTR) 2025-11-14
Seeking Alpha· 2025-11-14 23:12
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Enovix Corporation 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:ENVX) 2025-11-14
Seeking Alpha· 2025-11-14 23:12
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ACM Research, Inc. 2025 Q3 - Results - Earnings Call Presentation (NASDAQ:ACMR) 2025-11-14
Seeking Alpha· 2025-11-14 23:11
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Pangea Announces Filing of Amended and Restated Interim Financial Statements and Management's Discussion and Analysis
Thenewswire· 2025-11-14 23:10
Core Insights - Pangea Natural Foods Inc. has filed amended and restated interim financial statements and management's discussion and analysis (MD&A) for the six-month period ended April 30, 2025, and the nine-month period ended July 31, 2025, following a review by the British Columbia Securities Commission [1][2] Financial Statements and MD&A - The amended and restated MD&A and Interim Financial Statements include additional disclosures regarding the company's accounting policy choice related to the acquisition of Amino Innovations Inc. on April 9, 2025 [1] - The documents also address the company's impairment indicator assessment of intangible assets and goodwill as of July 31, 2025 [1]