Subscribe

Market Overview

GLP-1 Drugs: Not a Miracle Cure for Weight Loss

GLP-1 Drugs: Not a Miracle Cure for Weight Loss

Weight loss drugs have been the talk of the town for the last couple of months. The weight loss drugs on the market are Wegovy, Ozempic from Novo Norodisk (NVO), and Mounjaro from Eli Lilly (LLY). You can read our deep dive on Novo Nordisk here. These drugs consist of

5 Blockbuster Drugs Which Can Be Spun Out as a Company

5 Blockbuster Drugs Which Can Be Spun Out as a Company

Not all drugs are equal. While most pharmaceutical companies talk about their pipeline programs. Some drugs alone could be pharmaceutical/biotech and still have a robust pipeline. These drugs are usually targeting systemic pathways, enabling their use across multiple disease indications and in the process creating a pipeline for themselves.

Earnings Update for NVO, LLY & REGN

Earnings Update for NVO, LLY & REGN

1. Novo Nordisk (NVO) Novo reported a strong quarter as they continue to hold a dominant position in diabetes and obesity. Year to Date (9 months) results below: * Revenue: $128.8B (DKK +16%, US +21%, International +11%) * Op profit: $57.7B DKK +14% * Net profit: $41.9B * FCF: $62.5B

What You Need to Know About Growth Investing & Two Potential Metrics to Use

What You Need to Know About Growth Investing & Two Potential Metrics to Use

There are different investing styles that individuals can adopt, and each has its own advantages and disadvantages. The most important thing for us to do is to pick an investing style that we feel most comfortable with. That’s how we can sleep soundly at night. The different investing styles

8 Gene Editing/CRISPR Companies to Consider For Your Portfolio

8 Gene Editing/CRISPR Companies to Consider For Your Portfolio

Ten years ago, Jennifer Doudna and her colleagues published the results of a test-tube experiment on bacterial genes in the journal "Science". This paper was the beginning of an adventurous journey that led to the development of CRISPR technology. In the past decade, CRISPR has become one of

Thermo Fisher Scientific (TMO) a healthcare juggernaut you cannot ignore

Thermo Fisher Scientific (TMO) a healthcare juggernaut you cannot ignore

Thermo Fisher Scientific (NYSE: TMO) is a healthcare sector juggernaut that produces and supplies scientific instruments, reagents, consumables and offers contract services through its CDM and CRO businesses. With a galaxy of critical services and products, Thermo Fisher is a force to be reckoned with in healthcare. Two key competitive

A deep dive into the microbiome market landscape

A deep dive into the microbiome market landscape

Following on from our previous article, where we covered - what is the microbiome, how it is profiled, challenges and solutions faced and the different sub-segments of the microbiome - Gut Microbiome, Oral Microbiome, Skin Microbiome and Soil Microbiome. In this article we will do a deep dive into the