21 марта, 17:55

Seattle Genetics' Adcetris Gets FDA Nod for Label Expansion

Seattle Genetics' (SGEN) cancer drug, Adcetris, gets FDA approval to include fifth indication, frontline treatment of advanced classical Hodgkin lymphoma, in its label.

19 марта, 11:19

Incyte (INCY) Up 5.2% Since Earnings Report: Can It Continue?

Incyte (INCY) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

17 марта, 01:36

Infinity (INFI) Reports Narrower-than-Expected Loss in Q4

Infinity (INFI) incurs narrower-than-expected Loss in Q4 and expects to report data from the monotherapy expansion and combination dose escalation components of its pipeline candidate IPI-549.

14 марта, 22:58

AVEO Pharmaceuticals (AVEO) Q4 Loss Widens, Shares Down

AVEO Pharmaceuticals (AVEO) reports wider-than-expected loss in the fourth quarter with revenues missing estimates. The top line also declines year over year.

13 марта, 18:17

AstraZeneca's Final Data From Key Lung Cancer Study Delayed

AstraZeneca's (AZN) final overall survival data from the pivotal phase III MYSTIC study on Imfinzi in first line lung cancer to be delayed in the second half of 2018.

08 марта, 18:51

Celldex (CLDX) Q4 Loss Narrows, Revenues Beat, Shares Up

Celldex (CLDX) reports narrower-than-expected loss in Q4 with sales also beating estimates. Moreover, shares rise in after-hours trading on Mar 7 following the results.

08 марта, 14:02

Bristol-Myers' Opdivo gets FDA Nod for Every Four Week Dosing

Bristol-Myers (BMY) Opdivo becomes the first and only FDA-approved PD-1 inhibitor for every four-week dosing.

06 марта, 18:45

AVEO Pharmaceuticals' (AVEO) Q4 Earnings: What's in Store?

AVEO Pharmaceuticals (AVEO) launched its first drug, Fotivda, as first-line treatment for RCC in Europe in November. This is likely to have a favorable impact on fourth-quarter results.

05 марта, 22:50

From Euphoria To Panic: Retail Investors Fled Stocks In February

Over the weekend, we reported that after looking at the recent violent reversal in ETF flows, which resulted in the biggest outflow from equity ETFs since the Feb 5 Quant Crash, JPM was getting concerned that retail investors are no longer "buying the dip." As JPM wrote "the potential withdrawal of retail investors as the marginal buyer of equities could create clear downside risk for equity markets for the near term - especially after buying an unprecedented $100bn of equity ETFs in only one month during January." Incidentally, the January inflow coincided with what many dubbed the market's blow-off top, or mania, phase. We now have confirmation that JPM was right because according to TD Ameritrade,  in February euphoria turned to panic as mom and pop investors ran for cover from tumbling stocks at the fastest pace since at least 2010. As shown in the chart below, TD Ameritrade's Investor Movement Index (IMX) tumbled to a reading of 5.95 last month from 7.79 in January, a plunge of 23%, the largest monthly decline since TD Ameritrade started tracking the figures in 2010, according to a press release. This was also the second straight loss for the gauge, which fell 9 percent in January. “After the amazingly quiet 2017, we saw 2018 start with some volatility,” said JJ Kinahan, chief market strategist at TD Ameritrade. “It appears that TD Ameritrade clients decided to significantly limit their volatility risk in the market, changing their game plan from less speculative to more of a low beta weighted one.” Speaking to Bloomberg, Kinahan added that the drop demonstrated "our clients really showing a lot of caution for the period. After last year where our clients built up their exposure all year long, we saw a little bit of a click down in January, and a significant click down in February.” That said, the decline didn’t persist throughout the month, according to Kinahan. Instead, the broker-dealer’s clients picked up some holdings around Feb. 9 when the selloff subsided. But shortly after, they resumed selling with force." Hence JPM's concern that retail investors may now be selling rallies instead of buying dips. According to TD Ameritrade, the equities that were sold the most in February were Gilead Sciences and Facebook. Bristol-Myers Squibb was also net sold after it reached an 18-month high, as was Snap which reported a revenue increase which led to a jump in share prices. Finally, Target was net sold following an analyst upgrade and increased price estimate. Additional names sold included ConocoPhillips, Juno Therapeutics, and Bioverativ. And yet, despite the sharp pullback in risk, clients remained net buyers in the period. Among the biggest net buys were General Electric and Ford as both companies neared multi-year lows. Apple and Amazon were also net buys, despite reporting better than expected earnings then trading lower following market volatility. Boeing traded higher following better-than-expected earnings and was also a net buy. Microsoft was a net buy after beating earnings, as was Alibaba Group, which was down almost 20 percent from recent highs during the period.

02 марта, 19:55

Nektar (NKTR) Q4 Loss Narrower Than Expected, Sales Soar Y/Y

Nektar (NKTR) reports narrower-than-expected loss in Q4. Revenues substantially rise year over year owing to massive increase in license and collaboration fees.

02 марта, 18:01

Horizon Pharma (HZNP) Tops Q4 Earnings, Provides 2018 View

Horizon Pharma (HZNP) Q4 results are driven by growth from the orphan unit and the rheumatology business.

Выбор редакции
02 марта, 00:30

Is a Beat in the Cards for Celldex (CLDX) in Q4 Earnings?

With no approved product in Celldex Therapeutics' (CLDX) portfolio, investor focus is on immuno-oncology pipeline.

28 февраля, 17:13

5 Reasons Why Pfizer (PFE) Could be a Great Pick in 2018

Pfizer's (PFE) outperformance is backed by decent quarterly results, positive news flow and regulatory updates.

27 февраля, 23:49

Exelixis (EXEL) Q4 Earnings Meet Estimates, Revenues Beat (revised)

Exelixis' (EXEL) fourth-quarter results were positive wherein sales beat estimates on the back of Cabometyx growth while earnings met estimates.

27 февраля, 17:16

Exelixis (EXEL) Q4 Earnings Meet Estimates, Revenues Beat

Exelixis' (EXEL) fourth-quarter results were positive wherein sales beat estimates on the back of Cabometyx growth while earnings met estimates.

27 февраля, 17:08

Clovis (CLVS) Q4 Loss Narrower Than Expected, Revenues Miss

Clovis (CLVS) witnesses narrower year-over-year loss in the fourth quarter. However, the company's revenues miss estimates. Rubraca sales lower.

26 февраля, 16:18

The Zacks Analyst Blog Highlights: Bristol-Myers, Honda, Danaher, MetLife and V.F.

The Zacks Analyst Blog Highlights: Bristol-Myers, Honda, Danaher, MetLife and V.F.

23 февраля, 16:45

Pharma Stock Roundup: AZN's Imfinzi Gets 2nd FDA Nod, MRK to Buy Australian Firm

Key announcements this week included the FDA approval for a second indication of AstraZeneca's (AZN) Imfinzi and an acquisition offer by Merck (MRK).

Выбор редакции
22 февраля, 14:04

Would Pfizer Investors Win With a Bristol-Myers Squibb Acquisition?

If Pfizer is itching to make a major deal, Bristol-Myers Squibb is probably on its radar screen.

04 августа 2015, 19:21

Глобальная мировая бизнес-сеть

Хотя точнее её было бы назвать не мировой, а всё же американской. Потому что мировая она по охвату, но по центру владения собственностью и принятия решений она - американская. Эту инфографику опубликовали в июне этого года на сайте InfoWeTrust.com на основании статистики Bloombergresearch. Она отражает связи руководящего состава крупнейших международных компаний. Члены советов директоров одновременно занимают директорские должности в нескольких компаниях, что, как понимаете, конфликтует с заявляемой «свободой конкуренции»: если «рука рынка» в лице конкретного директора руководит конкурентами, то это какая-то странная конкуренция, как думаете? Впрочем, это не новость: в 2002 году газеты USA Today и The Financial Times проводили исследование связей между членами советов директоров крупнейших корпораций мира на основе аналитической базы The Corporate Library. Выяснилось, что в ведущих 500 компаниях мира каждый седьмой директор входит в совет директоров другой корпорации. В «личном первенстве» лидировал президент немецкой страховой компании «Allianz» Хеннинг Шульте-Нелле, который в 2002 году заседал в советах директоров разных компаний со 184 руководителями крупнейших компаний мира. USA Today выяснили, что в 11 из 15 крупнейших компаний США двое и более директоров входят в совет директоров другой компании. Ситуацию образно описал профессор Мичиганского университета Джеральд Дэвис: «Если бы член совета директоров JP Morgan Chase подхватил вдруг заразную болезнь, в течение шести месяцев заразились бы 97% директоров крупных компаний». Этот феномен даже имеет свое название — «interlocking directorate» (совмещенный директорат), что указывает на устойчивость явления. Формально, по законам США, такое запрещено для конкурирующих компаний, но конкуренция-то не всегда прямая, да и важна сама возможность общения. Например, компании «PepsiCo» и «Coca-Cola» – традиционные конкуренты и не участвуют в управлении друг другом, однако члены совета директоров «PepsiCo» Роберт Аллен и Джеймс Робинсон («Coca-Cola») вместе заседают в совете директоров фармацевтической компании «Bristol-Myers Squibb». Нетрудно догадаться, что ведущую роль в такой «кооперации» играют крупные финансовые фонды и банки. Либеральные мантры о «свободе конкуренции» лишь служат идеологическим прикрытием централизации капитала. Так, крупных брендов в мире значительно больше, чем их владельцев — компании стремятся перекрыть рынок разными марками товаров от одного владельца, а не допускать каких-то там конкурентов к дележу «пирога».