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AstraZeneca: Mispriced Growth Following The Oncology Segment Success
Seeking Alpha· 2025-12-19 07:30
Core Insights - The article introduces Aleksandr Molodets as a new contributing analyst focusing on European financials and high-tech industries, including fintech, pharma, and medtech [2] Group 1: Analyst Background - The analyst has a diverse background ranging from investor relations for tech startups to roles in mutual fund strategy and quantitative risk analytics [2] - Holds a Master in Management (Data & Business Analytics) from the Frankfurt School of Finance & Management and is pursuing CFA and FRM certifications [2] - The investment approach is primarily long-term with derivative overlays for hedging and risk control, aiming to combine quantitative models with fundamental research [2] Group 2: Research Focus - The analyst's research focuses on small industry studies and equity research, selecting industries and building sets of comparable firms [2] - Engages with industry professionals to map main drivers and assess growth potential against valuation [2] - The output aims to provide insights on whether a company fits into a solid long-term portfolio [2]
Day One Pharmaceuticals: Stock Surges Ahead Of Promising 2026 - I'm Bullish
Seeking Alpha· 2025-12-18 20:46
Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, highlighting key trends and catalysts that influence market valuations [1] - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group, which caters to both novice and experienced investors [1] - The investing group provides insights such as buy and sell ratings, product sales forecasts for major pharmaceutical companies, integrated financial statements, discounted cash flow analysis, and market-specific analyses [1]
Recursion Pharmaceuticals: Upgrading To Buy - My Most Surprising Call Of 2025 (RXRX)
Seeking Alpha· 2025-12-18 16:38
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?When I last covered the self-styled TechBio company Recursion Pharmaceuticals, Inc. ( RXRX ) in early October, I was attempting to find reasons why the company's share price was on the rise, up from ~$4.5Edmund Ing ...
Recursion Pharmaceuticals: Upgrading To Buy - My Most Surprising Call Of 2025
Seeking Alpha· 2025-12-18 16:38
Core Insights - Recursion Pharmaceuticals, Inc. (RXRX) has seen a rise in share price, increasing from approximately $4.5 in early October, indicating positive market sentiment towards the company [1]. Company Overview - Recursion Pharmaceuticals is categorized as a TechBio company, focusing on biotechnology and healthcare sectors [1]. - The company is under the coverage of a biotech consultant with over five years of experience in the industry, who has analyzed more than 1,000 companies [1]. Investment Group Insights - The Haggerston BioHealth investing group provides resources for both novice and experienced biotech investors, including catalysts to monitor, buy and sell ratings, and detailed financial forecasts for major pharmaceutical companies [1]. - The group also offers integrated financial statements, discounted cash flow analysis, and market-by-market analysis, which are essential for informed investment decisions in the biotech sector [1].
Dow Surges 400 Points; Accenture Earnings Top Views
Benzinga· 2025-12-18 14:47
Market Overview - U.S. stocks experienced a positive trading session, with the Dow Jones index increasing by approximately 400 points, up 0.84% to 48,289.58, while the NASDAQ rose 1.53% to 23,040.25 and the S&P 500 gained 1.09% to 6,794.36 [1] - In the commodities market, oil prices increased by 1% to $56.48, while gold decreased by 0.2% to $4,364.50, silver fell by 1.1% to $66.160, and copper rose by 0.1% to $5.4370 [5] Company Performance - Accenture (NYSE:ACN) reported first-quarter 2026 earnings of $3.94 per share, exceeding the analyst consensus estimate of $3.75, and sales of $18.700 billion, slightly above the consensus estimate of $18.523 billion [2] - Athira Pharma Inc (NASDAQ:ATHA) shares surged 88% to $7.76 following the announcement of an agreement to acquire rights for the development and commercialization of lasofoxifene [9] - FuelCell Energy Inc (NASDAQ:FCEL) shares increased by 32% to $10.39 after reporting better-than-expected fourth-quarter financial results [9] Sector Performance - Consumer discretionary shares rose by 1.6% on Thursday, indicating a positive trend in this sector [1] - Energy stocks, however, saw a decline of 0.8% during the same trading session [1] International Markets - European shares showed gains, with the eurozone's STOXX 600 up 0.5%, Spain's IBEX 35 Index rising 0.7%, London's FTSE 100 gaining 0.1%, Germany's DAX 40 increasing by 0.5%, and France's CAC 40 up 0.4% [6] - Asian markets closed mixed, with Japan's Nikkei falling 1.03%, while Hong Kong's Hang Seng gained 0.12%, China's Shanghai Composite rose 0.16%, and India's BSE Sensex fell 0.09% [7]
Evolus: A Difficult 2025 Means I'm Downgrading Stock To 'Hold' For 2026 (NASDAQ:EOLS)
Seeking Alpha· 2025-12-17 21:42
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?Edmund Ingham is a biotech consultant. He has been covering biotech, healthcare, and pharma for over 5 years, and has put together detailed reports of over 1,000 companies. He leads the investing group Haggerston B ...
Sanofi: Today's Tolebrutinib Setback Shouldn't Worry Shareholders - This Is Why
Seeking Alpha· 2025-12-15 19:51
Group 1 - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare industries, highlighting key trends and catalysts that influence market valuations [1] - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the Haggerston BioHealth investing group, which caters to both novice and experienced investors [1] - The investing group provides insights such as buy and sell ratings, product sales forecasts for major pharmaceutical companies, and detailed financial analyses [1]
BridgeBio Oncology Therapeutics: Promising KRAS Drug Developer - In My View, At Least
Seeking Alpha· 2025-12-12 22:32
Core Insights - The article introduces coverage of BridgeBio Oncology Therapeutics (BBOT) for the first time on Seeking Alpha, indicating a focus on the biotech sector and its investment opportunities [1]. Group 1: Company Overview - BridgeBio Oncology Therapeutics is highlighted as a new subject of analysis, suggesting potential interest for investors in the biotech field [1]. Group 2: Analyst Background - Edmund Ingham, a biotech consultant with over 5 years of experience, leads the investing group Haggerston BioHealth, which provides insights and forecasts for biotech, healthcare, and pharma sectors [2]. - The group caters to both novice and experienced investors, offering detailed reports and analysis on over 1,000 companies [2]. Group 3: Investment Insights - The investing group provides catalysts for investment decisions, including buy and sell ratings, product sales forecasts, and integrated financial statements [2]. - It also conducts discounted cash flow analysis and market-by-market evaluations, which are essential for understanding the financial health and growth potential of companies in the sector [2].
Apellis Pharmaceuticals: A Good Product That Just Misses The Mark (NASDAQ:APLS)
Seeking Alpha· 2025-12-12 15:38
If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?My last two ratings on Apellis Pharmaceuticals, Inc. ( APLS ), the Waltham, Massachusetts-based pharma company and complement system specialist, have been Holds, the first beingEdmund Ingham is a biotech consultant ...
Geron Corporation: Can Restructuring Bring The Stock Back To Life? I'm On Sidelines (GERN)
Seeking Alpha· 2025-12-11 22:32
Core Insights - The article discusses the importance of staying updated on stocks in the biotech, pharma, and healthcare sectors, highlighting the potential for investment opportunities driven by key trends and catalysts [1]. Company Overview - Geron (GERN) is a commercial-stage pharmaceutical company based in Foster City, California, with shares trading at $1.54 and a market capitalization of approximately $1 billion as of June [1]. 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 biotech, healthcare, and pharma sectors. He leads the investing group Haggerston BioHealth, which caters to both novice and experienced investors [2].