Final trade time, Tim. [music] >> Yeah, J&J. I think you've got consumer products. You got MedTech and you've got oncology.>> Karen. >> Yes. So, I like the whole big farmer [music] space moving nicely.Good place to hide in if you're looking for lower PE. I do like Novo >> Dan >> guy. What's up with the U in your tube.>> Yeah. Not a good day. >> Not a good >> Not a good day, but it really does look like [music] it's getting a little overdone, guy.What do you think. >> I'm with you. >> Uber.>> Hurts [music] t ...

Core Insights - The article emphasizes the importance of staying updated on stocks within the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1] Group 1: Industry Overview - The biotech, pharma, and healthcare industries are experiencing significant movements, necessitating investors to track developments closely [1] - The Haggerston BioHealth investing group provides insights into catalysts for investment decisions, including buy and sell ratings [1] Group 2: Analyst Background - Edmund Ingham, a biotech consultant with over 5 years of experience, has compiled detailed reports on more than 1,000 companies in the sector [1] - The investing group led by Ingham caters to both novice and experienced investors, offering forecasts and financial analyses for major pharmaceutical companies [1]

Core Insights - The article emphasizes the importance of staying updated on stocks within the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1] Group 1: Industry Overview - The biotech, pharma, and healthcare industries are experiencing significant movements, necessitating investors to track developments closely [1] - The Haggerston BioHealth investing group provides insights into catalysts for investment decisions, including buy and sell ratings [1] Group 2: Analyst Background - Edmund Ingham, a biotech consultant with over 5 years of experience, has compiled detailed reports on more than 1,000 companies in the sector [1] - The investing group led by Ingham caters to both novice and experienced investors, offering forecasts and integrated financial analyses [1]

Group 1 - Avidity Biosciences, Inc. is being acquired by Novartis in a straightforward deal with no overlap between the two businesses, expected to close in the first half of 2026, although there is timing uncertainty due to a small "SpinCo" component [2][5] - The SpinCo contains approximately $270 million in cash and rights from collaborations, with partners covering all R&D expenses, leaving SpinCo responsible mainly for administrative costs [3] - The valuation suggests that the SpinCo could be worth $2–3 per share, and if the main deal closes at $40 per share, the cash portion would be valued at $70.3 per share, providing an annualized return of 6.8% while effectively receiving the SpinCo for free [4] Group 2 - The market may be undervaluing the acquisition deal due to capital reallocation in biotech funds and timing uncertainties, but with Novartis as a credible buyer, it represents a low-risk opportunity with potential upside [5] - Avidity Biosciences, Inc. is not among the 30 Most Popular Stocks Among Hedge Funds, with 26 hedge fund portfolios holding RNA at the end of Q2, down from 28 in the previous quarter [7] - While acknowledging the potential of RNA as an investment, the company believes certain AI stocks offer greater upside potential and less downside risk [7]

Group 1 - The article introduces Monopar Therapeutics Inc. (NASDAQ: MNPR) and highlights its business overview as provided in its Q2 2025 report [1] - The investing group Haggerston BioHealth offers insights for both novice and experienced biotech investors, including catalysts to watch and buy/sell ratings [1] - The group also provides forecasts for product sales and integrated financial statements for major pharmaceutical companies, along with discounted cash flow analysis and market-by-market analysis [1] Group 2 - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group and has compiled detailed reports on over 1,000 companies [1]

Group 1 - The focus is on growth and dividend income as a strategy for retirement planning [1] - The portfolio is structured to generate monthly dividend income that grows through reinvestment and annual increases [1] Group 2 - The article expresses personal opinions and is not intended as investment advice [2][3] - It emphasizes the importance of conducting individual research before making investment decisions [2]

Investment Rating - Industry View: In-Line [3] - Top Pick: Daiichi Sankyo [5] - Other Recommendations: Overweight (OW) for Takeda and Chugai; Mid Cap OW for Kaken [5][9] Core Insights - The pharmaceutical industry in Japan is currently rated as In-Line, indicating a stable outlook with potential for growth [3] - Daiichi Sankyo is highlighted as a top investment opportunity, with a price target of ¥4,750, reflecting a significant upside from its current price of ¥3,319 [7] - Takeda and Chugai are also recommended for their strong market positions and growth potential [5][9] Valuation and Performance - Takeda's market cap is ¥6,991 billion with an estimated EPS growth from ¥491.2 in 2024 to ¥706.0 in 2029, indicating a P/E ratio decreasing from 8.9x to 6.2x over the same period [7] - Daiichi Sankyo's market cap is ¥6,287 billion, with an EPS forecast increasing from ¥147.6 in 2024 to ¥291.7 in 2029, showing a P/E ratio decline from 22.5x to 11.4x [7] - Chugai's market cap stands at ¥12,151 billion, with EPS expected to grow from ¥241.3 in 2024 to ¥372.2 in 2029, and a P/E ratio decreasing from 30.0x to 19.4x [7] Company Summaries - Daiichi Sankyo: Strong growth potential with a focus on innovative therapies [6] - Takeda Pharmaceutical: Diversified portfolio with robust pipeline [6] - Chugai Pharmaceutical: Strong R&D capabilities and market presence [6] - Kaken Pharmaceutical: Mid-cap with promising growth prospects [6]