I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

他曾任 Shire PLC (“Shire”) 特殊药品业务部前总裁，拥有超过 30 年涵盖神经科学、罕见疾病及特殊药品领域的丰富经验，并曾在 Astra-Merck 与 AstraZeneca PLC 担任高管职务作为领导者，他在中枢神经系统 (“CNS”) 领域项目中，于晚期临床研发、全球商业化及资本筹集方面拥有公认的成功经验此次任命正值 Helus Pharma 推动研发管线迈向关键临床里程碑，包括预计本季度发布的 HLP004 II 期数据与预计今年晚些时候发布的 HLP003 III 期顶线数据 本新闻稿构成该公司于 2025 年 12 月 30 日发布的补充招股书中所指的“指定新闻稿”；该补充招股书作为公司 2025 年 9 月 17 日发布的简式基础储架招股说明书的补充，已于 2025 年 12 月 19 日完成修订。 波士顿和多伦多, Feb. 11, 2026 (GLOBE NEWSWIRE) -- Helus PharmaTM (“Helus”) (Nasdaq: HELP) (Cboe CA: HELP) 是一家临床阶段制药公司，致力于通过开发新型血清素能激动剂 (“NSAs”) 推动心 ...

Core Viewpoint - Agilent Technologies Inc. has received FDA approval for PD-L1 IHC 22C3 pharmDx as the only FDA-approved companion diagnostic for identifying first-line patients with epithelial ovarian, fallopian tube, or primary peritoneal carcinoma whose tumors express PD-L1 and may be eligible for treatment with KEYTRUDA® [1] Group 1 - The FDA has approved PD-L1 IHC 22C3 pharmDx as a companion diagnostic [1] - This diagnostic is specifically indicated for patients with epithelial ovarian, fallopian tube, or primary peritoneal carcinoma [1] - The approval aids in identifying patients whose tumors express PD-L1 and who may be eligible for KEYTRUDA® treatment [1]

LONDON--(BUSINESS WIRE)--Calla Lily Clinical Care, a women's health-focused medical technology company, and Merck, a leading science and technology company, have entered a strategic collaboration to support the continued development of Callavid®, a novel platform for intravaginal drug delivery. The collaboration represents the first industry partnership for the Callavid technology. Callavid is a transformational leak-resistant medical device designed to address challenges associated with the se. ...

Retirement is complicated and you only get once chance to do it right. Don't miss out because you didn't know what was out there.The Retirement Forum provides actionable ideals, a high-yield safe retirement portfolio, and macroeconomic outlooks, all to help you maximize your capital and your income. We search the entire market to help you maximize returns.Merck & Co., Inc. (NYSE: MRK ) has had a fantastic six months, seeing its share price go up nearly 50%. The company has a valuable portfolio of assets tha ...

Key Takeaways J&J's Innovative Medicine sales rose 4.1% organically to $60.4B in 2025 despite Stelara's LOE.JNJ saw growth led by Darzalex, Tremfya and Erleada, with new drugs contributing.J&J Stelara's LOE cut segment growth by 1,110 bps, with biosimilars launching in 2025.Johnson & Johnson (JNJ) has one of the most diverse revenue streams in the industry within its pharmaceuticals division, called Innovative Medicine. The company has several multi-million-dollar drugs covering a broad range of areas such ...

For years, investors have discounted Merck ( MRK ) due to the coming loss of exclusivity [LOE] for Keytruda in 2028. While headlines from last week's earnings report focused on softer-than-expected guidance, investors may have overlooked a bullishBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employme ...

For years, investors have discounted Merck ( MRK ) due to the coming loss of exclusivity [LOE] for Keytruda in 2028. While headlines from last week's earnings report focused on softer-than-expected guidance, investors may have overlooked a bullishBrendan, a Pennsylvanian by birth:-Completed a Ph.D. at Stanford University in the field of organic synthesis (2009). -Worked for a major pharmaceutical company (Merck, 2009-2013).-Worked in biotech including start-ups (Theravance/Aspira) prior to securing employme ...

Core Viewpoint - Ascentage Pharma Group International is actively participating in the Guggenheim Emerging Outlook: Biotech Summit 2026, highlighting its commitment to addressing unmet medical needs in cancer through innovative therapies [1][2]. Company Overview - Ascentage Pharma is a global, commercial stage, integrated biopharmaceutical company focused on the discovery, development, and commercialization of novel therapies for cancer [3]. - The company has developed a rich pipeline of innovative drug products, including inhibitors targeting key proteins in the apoptotic pathway and next-generation kinase inhibitors [3]. Key Products - The lead asset, Olverembatinib, is the first third-generation BCR-ABL1 inhibitor approved in China for treating chronic myeloid leukemia (CML) with T315I mutations and is included in the China National Reimbursement Drug List [4]. - Olverembatinib is currently undergoing a global registrational Phase III trial (POLARIS-2) for CML and additional trials for newly diagnosed Ph+ acute lymphoblastic leukemia (ALL) and SDH-deficient gastrointestinal stromal tumors (GIST) [4]. - The second approved product, Lisaftoclax, is a novel Bcl-2 inhibitor for hematologic malignancies, currently being commercialized in China for chronic lymphocytic leukemia/small lymphocytic lymphoma (CLL/SLL) [5]. - Lisaftoclax is involved in four global registrational Phase III trials, including studies in combination with BTK inhibitors and in newly diagnosed patients with various hematologic conditions [5]. Research and Development - Ascentage Pharma has established a robust R&D capability and holds a portfolio of global intellectual property rights [6]. - The company has formed partnerships with leading biotechnology and pharmaceutical companies, including Takeda, AstraZeneca, Merck, and Pfizer, as well as collaborations with prominent research institutions [6].

Core Insights - The article emphasizes the importance of quantitative research, financial modeling, and risk management in equity valuation and market trends to identify high-growth investment opportunities [1] Group 1: Company Expertise - The company has over 20 years of experience in quantitative research and financial modeling, focusing on equity valuation and market trends [1] - The company has developed deep expertise in both fundamental and technical analysis through leadership roles in model validation and stress testing [1] - The research approach combines rigorous risk management with a long-term perspective on value creation, particularly in macroeconomic trends and corporate earnings [1] Group 2: Research Collaboration - The company co-authors investment research with a partner, leveraging complementary strengths to deliver high-quality, data-driven insights [1] - The collaboration aims to provide actionable ideas for investors seeking to outperform the market [1]