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New Strong Buy Stocks for July 15th
ZACKS· 2025-07-15 10:56
Group 1 - Futu Holdings Limited (FUTU) has seen a 7.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - Pan American Silver Corp. (PAAS) has experienced a 9% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [1] - RAPT Therapeutics, Inc. (RAPT) has seen a significant increase of 72.1% in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Hamilton Insurance Group, Ltd. (HG) has experienced an 18.4% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [2] - Invesco Ltd. (IVZ) has seen a 7.1% increase in the Zacks Consensus Estimate for its current year earnings over the last 60 days [3]
Cardinal Health to Announce Fourth-Quarter and Year-End Results for Fiscal Year 2025 on August 12
Prnewswire· 2025-07-15 10:45
Core Insights - Cardinal Health plans to release its fourth-quarter and year-end financial results for fiscal year 2025 on August 12, prior to the opening of trading on the New York Stock Exchange [1] - A webcast discussion of these results will begin at 8:30 a.m. Eastern on the same day [1] Access Information - The webcast and corresponding slide presentation can be accessed via Cardinal Health's Investor Relations page without the need for an access code [2] - Presentation slides and a replay of the webcast will be available on the Investor Relations page for 12 months [2] Company Overview - Cardinal Health is a distributor of pharmaceuticals and specialty products, a global manufacturer and distributor of medical and laboratory products, and a supplier of home-health and direct-to-patient products and services [3] - The company operates nuclear pharmacies and manufacturing facilities and provides performance and data solutions [3] - Cardinal Health emphasizes a customer-centric focus that drives continuous improvement and leads to innovative solutions that enhance people's lives [3]
A New Chapter Begins! CMS Achieves Secondary Listing on the Singapore Exchange Main Board Today
Globenewswire· 2025-07-15 10:43
SHENZHEN, CHINA, July 15, 2025 (GLOBE NEWSWIRE) -- On the morning of 15 July 2025, China Medical System Holdings Limited (“CMS” or the “Group”) rang the ceremonial bell to mark its official listing on the Singapore Exchange Main Board (Stock Abbreviation: CMS, Stock Code: 8A8). Nearly one hundred representatives from global professional institutions, shareholders, business partners and employees gathered to witness this strategic moment. Following its successful IPO on the Hong Kong Stock Exchange Main Boa ...
汇宇制药: 关于超募资金投资项目结项的公告
Zheng Quan Zhi Xing· 2025-07-15 09:33
证券代码:688553 证券简称:汇宇制药 公告编号:2025-054 四川汇宇制药股份有限公司 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏,并对其内容的真实性、准确性和完整性依法承担法律责任。 四川汇宇制药股份有限公司(以下简称"汇宇制药"或"公司")于 2025 年 7 月 15 日召开第二届董事会第十六次会议和第二届监事会第十六次会议,审 议通过了《关于超募资金投资项目结项的议案》,同意对公司超募资金投资项目 "高端绿色药物产业延链项目"予以结项。现将具体情况公告如下: 一、募集资金基本情况 经上海证券交易所科创板上市委员会 2021 年 5 月 26 日审核同意,并经中国 证券监督管理委员会于 2021 年 8 月 3 日《关于同意四川汇宇制药股份有限公司 首次公开发行股票注册的批复》(证监许可〔2021〕2596 号)同意注册,汇宇 制药向社会公开发行人民币普通股(A 股)股票 63,600,000 股,发行价格 38.87 元/股,本次发行的募集资金总额为 247,213.20 万元,扣除相关发行费用人民币 殊普通合伙)于 2021 年 10 月 19 日对本 ...
Sanofi: A Solid EU Contrarian Play
Seeking Alpha· 2025-07-15 09:28
Group 1 - The pharmaceutical sector is viewed as problematic due to current geopolitical issues, tariffs, and the state of science and research [1] - The North American market is particularly affected by high drug prices, which complicates the investment landscape [1] Group 2 - The author expresses a personal investment position in specific pharmaceutical companies, indicating a long position in SNY and MRK [1]
Rakovina Therapeutics Granted DTC Eligibility to Expand U.S. Investor Access
Globenewswire· 2025-07-15 08:00
VANCOUVER, British Columbia, July 15, 2025 (GLOBE NEWSWIRE) -- Rakovina Therapeutics Inc. (“Rakovina” or the “Company”) (TSX-V: RKV) (FSE: 7JO0), a biopharmaceutical company advancing next-generation cancer therapies through artificial intelligence (AI)-powered drug discovery, is pleased to announce that its shares are now eligible for electronic clearing and settlement through The Depository Trust Company (DTC). DTC eligibility streamlines the process for U.S. investors to trade Rakovina shares, enhancing ...
摩根士丹利:生物制药-一图胜千言
摩根· 2025-07-15 01:58
Investment Rating - The report assigns an "In-Line" rating for Major Pharmaceuticals and an "Attractive" rating for Biotechnology in North America [7]. Core Insights - The latest weekly Total Prescription Year-over-Year (YoY) growth in the US was +2.4%, slightly down from +2.9% the previous week and consistent with +2.3% over the past 12 weeks [1][6]. - The rolling 4-week Total Prescription YoY growth was also +2.4%, while the rolling 12-week growth was +2.3% [2]. - The report highlights the launch performance of new drugs, such as BMY's Cobenfy for schizophrenia and VRTX's Journavx for acute pain, providing insights into their prescription trends and market expectations [3][4]. Summary by Sections Prescription Trends - The Total Market weekly TRx YoY change was +2.4% compared to +1.9% a year ago, indicating a positive trend in prescription growth [2]. - Extended unit (EUTRx) weekly YoY growth was +1.0%, which is below the TRx YoY growth [2]. Drug Launch Performance - BMY's Cobenfy has seen approximately 1,930 scripts in its launch week, up from 1,660 the previous week, with expectations to achieve 2025 consensus estimates requiring a TRx of ~153K [3]. - VRTX's Journavx recorded around 5,340 scripts in its launch week, with hospital scripts making up about 28% of total scripts, indicating strong initial uptake [4]. Key Product Analysis - The report includes a detailed analysis of key products' TRx YoY percentages, highlighting significant growth in drugs like Skyrizi (+44%) and Sotyktu (+77%), while others like Humira (-36%) and Revlimid (-12%) showed declines [21][23]. - The report also tracks the performance of the GLP-1 franchise, with Mounjaro and Zepbound showing substantial growth rates of 75% and 248% respectively [25][46].
野村:可能因关税影响而重新定价,7 月下半月开始
野村· 2025-07-15 01:58
Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies Core Insights - The Japanese stock market is currently facing potential impacts from new tariffs, with a 25% tariff on Japanese goods set to take effect on August 1, 2025, which may lead to downward revisions in company guidance and affect share prices [1][2] - The earnings reporting season for Q1 FY25 is beginning, with expectations of a 21% year-on-year decline in recurring profits, followed by a flat Q2 and a further 14% decline in Q3 [5][11] - There is a notable correlation between changes in foreign ownership ratios and share price performance, with foreign ownership at 32.4% at the end of FY24, the highest since records began [15][16] Summary by Sections Tariff Impact and Market Reactions - The report highlights that share prices in sectors sensitive to tariffs, such as transportation equipment and pharmaceuticals, have suffered, while semiconductor stocks have gained [2] - Companies like Yaskawa Electric have faced significant share price declines after failing to adjust guidance in light of tariff impacts, indicating that investors should be cautious of similar occurrences in upcoming results announcements [2][12] Earnings Forecasts and Market Sentiment - Consensus forecasts for Q1 FY25 indicate a sharp decline in profits, with expectations for Q2 remaining unusually optimistic despite the anticipated downturn [5][11] - The report notes that share prices tend to react negatively to downward revisions in company guidance, suggesting that the market has not fully priced in the risks associated with potential tariff impacts [12][13] Foreign Ownership and Investment Indicators - The report discusses the changes in foreign ownership ratios, which have increased for certain sectors while decreasing for others, indicating a potential shift in investor sentiment [15][16] - Key indicators for investment opportunities include high return on equity (ROE), cash reserves, share buyback history, and low price-to-earnings (P/E) ratios, with many companies currently meeting these criteria [17][24]
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Sonnet BioTherapeutics, Inc. (NASDAQ: SONN)
GlobeNewswire News Room· 2025-07-14 22:54
Core Viewpoint - Monteverde & Associates PC is investigating Sonnet BioTherapeutics, Inc. regarding its merger with Rorschach I LLC, questioning the fairness of the deal where Sonnet shareholders will own approximately 1% of the combined company [1]. Group 1: Company Overview - Monteverde & Associates PC is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report and has recovered millions for shareholders [1]. - The firm is headquartered in the Empire State Building, New York City, and specializes in class action securities litigation [2]. Group 2: Legal Investigation - The investigation focuses on the merger between Sonnet BioTherapeutics, Inc. and Rorschach I LLC, raising concerns about the equity of the transaction for Sonnet shareholders [1]. - The proposed transaction will result in Sonnet shareholders owning only about 1% of the new entity, prompting questions about the fairness of the deal [1].
$HAREHOLDER ALERT: The M&A Class Action Firm Announces An Investigation of Verona Pharma plc (NASDAQ: VRNA)
GlobeNewswire News Room· 2025-07-14 21:58
NEW YORK, July 14, 2025 (GLOBE NEWSWIRE) -- Class Action Attorney Juan Monteverde with Monteverde & Associates PC (the “M&A Class Action Firm”), has recovered millions of dollars for shareholders and is recognized as a Top 50 Firm in the 2024 ISS Securities Class Action Services Report. The firm is headquartered at the Empire State Building in New York City and is investigating Verona Pharma plc (NASDAQ: VRNA) related to its sale to Merck Sharp & Dohme LLC for $107.00 per American Depository Shares. Is it a ...