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Blog Archives
Novo Nordisk (NVO-$84.66, NYSE). Approval for Wegovy Quietly Granted During the Covid-19 Obsessed Media Cycle. Potential for a Mega-blockbuster Goes Largely Unnoticed.
Posted in Portfolio Model Subscription
A Biotech Silver Lining, Potentially Revolutionary in Scope and Scale, Emerges From the Covid-19 Pandemic Cloud
“Anything you can do, I can do better. I can do anything better than you.” “No you can’t.” “Yes I can”. “No you can’t.” “Yes, I can”. “No you can’t.” Yes I can, YES I CAN!” (From the musical “Annie…
Posted in Portfolio Model Subscription
James Anderson, Superstar Manager of Scottish Mortgage Investment Trust, To Retire from Public Direct Money Management.
“Let me say maybe something stark…which is that we have to be willing to embrace unreasonable propositions and unreasonable people in order to make extraordinary findings because the notion that utterly reasonable people doing utterly reasonable things will produce massive…
Posted in Open Blog
Adyen NV (ADYEN-2086.50 EU, AS) Generated an EBITDA Margin of 58.9% in 2020.
Driven by 2020 revenue growth of 65% in North America, an EBITDA margin closing in on 60%, on revenues that have not yet touched $1 billion US, implies that the present rate of revenue growth, should it persist in the…
Posted in Portfolio Model Subscription
EU Intention to Purchase ONLY Messenger RNA Vaccines in New Round of Tenders Represents a Changing of the Guard in the Vaccine World.
A recent round of talks by the EU with the messenger RNA Covid-19 vaccine producers and developers (Pfizer-BioNTech, Moderna and Curevac), coupled with news that Curevac might see accelerated approval for their product, which is still in phase 3 trials;…
Posted in Portfolio Model Subscription