Blog Archives

PayPal Holdings Inc. (PYPL-$296.53, NASDAQ). The Evolution of a Cryptocurrency “Interchange”.

What is the end game for the holder of cryptocurrency stored on that thumb drive in their bank safety deposit box? Anonymity is important but liquidity is paramount and that is the current issue for holders of the equity-like product

Posted in Open Blog

Novo Nordisk (NVO-$76, NYSE) Reports Semaglutide Results for Weight Loss. The Next Megablockbuster?

https://www.fiercepharma.com/pharma/novo-nordisk-makes-headway-bid-to-rule-obesity-market-stunning-phase-3-semaglutide-data Novo Nordisk’s semaglutide injection effective in weight loss trial Presently, Novo Nordisk estimates that fewer than 65 million people globally, of the total assumed sample of 650 million persons that are non diabetic and have an estimated 30+ BMI

Posted in Portfolio Model Subscription

Grupo Aeroporturio Del Sureste (ASR-$175, NYSE): Portfolio Weighting Increased.

Posted in Portfolio Model Subscription

Astra-Zeneca Oxford Covid-19 Vaccine Study Determines the Product is Ineffective on South African Variant.

https://www.ft.com/content/e9bbd4fe-e6bf-4383-bfd3-be64140a3f36?shareType=nongift The drill-down is worse than the top-line news. With an average age of 31 for the test pool; just how many at age 31 wind up hospitalized as a result of Covid-19 contraction (yes, blah, blah, blah, there is

Posted in Open Blog

Government of Canada Enters into a Manufacturing Production Agreement “Memorandum of Understanding” with Novavax (NVAX-$264, NASDAQ).

“That was a Shrewdly Negotiated Deal on behalf of the Government of Canada”….Said no one, Ever. The US public is often critical of the American federal and state response to the Covid-19 pandemic. In comparison to the actions undertaken by

Posted in Open Blog
Recent Comments