Buy-side hedge professionals conducting fundamental, income oriented, long term analysis across sectors globally in developed markets. Please shoot us a message or leave a comment to discuss ideas.DISCLOSURE: All of our articles are a matter of opinion, informed as they might be, and must be treated as such. We take no responsibility for your investments but wish you best of luck.Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to ...

British American Tobacco (NYSE: BTI ) ( OTCPK:BTAFF ) is one of the world’s largest tobacco companies, operating in over 180 countries. Although historically a combustible cigarette business, the company is increasingly diversifying its revenue mix into nextI am an equities analyst based in South Africa, with focused coverage on the South African equity market. I have ten years experience working as an analyst at three prominent South African fund managers. I am also a CFA Charterholder.Analyst’s Disclosure ...

文章核心观点 - 罗氏宣布对非行走杜氏肌营养不良（DMD）患者使用Elevidys实施新的剂量限制，暂停临床研究中该类患者的入组和给药，停止商业环境中该类患者的用药，行走患者治疗指导不变 [1][2][7] 分组1：Elevidys剂量限制决策 - 罗氏宣布立即对非行走DMD患者使用Elevidys实施新剂量限制，临床研究暂停入组和给药，商业环境停止用药 [1] - 该决策源于两例非行走患者致命急性肝衰竭病例，重新评估后认为对非行走患者的获益 - 风险比不利 [2] - 欧洲监管机构要求对Elevidys部分研究实施临时临床搁置，欧洲外ENVISION试验立即暂停给药，商业非行走患者未来用药也受限 [4] 分组2：Elevidys相关信息 - Elevidys是一次性静脉注射治疗药物，是首个且唯一获批的DMD基因疗法，旨在靶向病因，减缓疾病进展 [10] - 已有超900名DMD患者接受治疗，已获10个监管机构批准，由罗氏与Sarepta Therapeutics合作开发 [11] 分组3：杜氏肌营养不良（DMD）信息 - DMD是罕见遗传性肌肉萎缩疾病，主要影响男性，全球每5000名男婴中有1例，患者最终会失去行走等能力，平均预期寿命28年 [3][12] - 由DMD基因突变导致功能性肌营养不良蛋白生成受阻，引发肌肉进行性不可逆无力 [13] - 早期诊断对及时干预很重要，迫切需要能解决病因的疾病修饰治疗 [16] 分组4：Elevidys临床开发项目 非行走患者研究 - ENVISION全球III期研究，已在欧洲临时搁置，欧洲外暂停招募 [6][8] - ENDEAVOR Ib期研究，不再招募，正在进行长期随访 [8] 行走患者研究 - Study 101、102、301研究已完成 [14] - Study 104、302在欧洲临时搁置 [4][14] - HORIZON正在招募行走患者 [14] - EXPEDITION正在邀请入组 [14] 分组5：罗氏公司信息 - 罗氏是全球最大生物技术公司和体外诊断全球领导者，追求科学卓越，致力于开发药物和诊断方法 [19] - 神经科学是其研发重点，正在研究十多种神经疾病药物 [17][18] - 可持续性是业务组成部分，致力于2045年实现净零排放 [20]

we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.This short analysis is the next installment in our series of informative articles dedicated to an exchange-traded fixed-income security IPO. In February 2025, we covered the PennyMac Mortgage Investment Trust's (Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies ...

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投资机会 - 公司股价下跌可能带来投资机会 当股票价格足够低时 是入场时机 [1] - 重点关注石油和天然气行业 特别是现金流和具有实际增长潜力的公司 [1] 服务内容 - 提供50多只股票模型账户 供订阅者使用 [2] - 提供勘探与生产(E&P)公司的深入现金流分析 [2] - 提供该行业的实时聊天讨论 [2] 订阅优惠 - 提供两周免费试用期 吸引新用户订阅 [3]

Ambac Financial Group, Inc. (NYSE: AMBC ) could receive $420 million from Oaktree Capital soon. Moreover, the company reports ongoing conversation to buy one or more businesses. In my view, the new cash and M&A deals will most likely bring a number of new investors interestedBased in Europe, I am an independent investor with more than a decade of experience. I research cash flow statements and unlevered free cash flow figures. My articles may include a number of assumptions about the future free cash flow o ...

Steven Cress is VP of Quantitative Strategy and Market Data at Seeking Alpha. Steve is also the creator of the platform’s quantitative stock rating system and many of the analytical tools on Seeking Alpha. His contributions form the cornerstone of the Seeking Alpha Quant Rating system, designed to interpret data for investors and offer insights on investment directions, thereby saving valuable time for users. He is also the Founder and Co-Manager of Alpha Picks, a systematic stock recommendation tool design ...

Shares of Hilton Grand Vacations (NYSE: HGV ) have been a poor performer over the past year, losing about 7% of the value, as the company has faced increasing credit losses on its timeshare loan portfolio. I have been cautious on shares givenOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, just let me ...

Hims & Hers (NYSE: HIMS ) is a good long-term, high-growth, though higher-risk investment. I own it and plan to add more on declines and keep it for 3-5 years, hoping to double my investment with a 3-year targetFinancial Analyst and Portfolio Manager for over 3 decades, with a 5 Star TipRanks rating in the top 3%.I love to find great, undervalued, best-in-class companies using the same fundamental analysis and strategies used by Warren Buffett and Peter Lynch.Analyst’s Disclosure:I/we have a beneficial long ...