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Articles by Emerging Equities
GLP-1s: Still early in the growth story
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). While the category has already reached significant scale, we believe investors may still be underestimating the durability of growth as innovation broadens use cases, improves adherence and expands access across patient segments. Penetration remains low relative to the addressable population.
In Credit Weekly Snapshot – Tech it to the limit
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). We saw a steepening of the yield curve in core markets of the US, Germany and the UK last week. To illustrate this, the US two-year yield fell by around 9bps while the US 30-year yield fell by around 1bps.
Market Perspectives: UK Budget 2026: The consequences
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). The UK Budget was a non-event for markets, with the major fiscal decisions deferred to next year’s Spending Review. Growth remains the central challenge, with the OBR forecasting GDP growth of 1.2% this year and just 1.0% next year.
Too Big to Bundle: Why Japan merits a dedicated equity allocation
For use by professional clients and/or equivalent investor types in your jurisdiction (not to be used with or passed on to retail clients). The investment case for Japan rests on corporate governance reforms, not monetary policy, currency movements or economic activity. As companies unwind corporate cross-shareholdings, we see opportunities for ample value creation for investors.
Our approach to system-level stewardship
Through sharing our views as an informed investor, we seek to encourage companies to undertake robust management of these issues, with the ultimate objective of underpinning long-term resilient investment returns. But companies do not operate in isolation from the environment they operate in. Social and environmental drivers – people and planet – are shaped by forces often beyond a company’s direct control, including regulation, geopolitics and technology.
Schwellenländer: Zeit für eine Neubewertung?
Die Schwellenländer blieben in den vergangenen zehn Jahren weitgehend hinter den Industrieländern, insbesondere den USA, zurück. Die jüngste Entwicklung und die sich wandelnden makroökonomischen Rahmenbedingungen deuten jedoch darauf hin, dass sich das Umfeld möglicherweise verändert. Zunächst gilt es zu verstehen, dass die Schwellenländer kein homogener Markt sind. Sie umfassen eine Vielzahl von Volkswirtschaften mit unterschiedlichen Wachstumsfaktoren und Risiken.
European Bank Highlights Growth Potential in US and Emerging Market Equities Led by Technology
A prominent European financial institution has conveyed a positive outlook on equities in the United States and emerging markets, attributing this optimism primarily to advancements in the technology sector. The bank’s analysis underscores the importance of strategic portfolio diversification and identifies healthcare as another key area of opportunity for investors.
EXCLUSIVE: European Bank Upbeat On US, Emerging Market Equities, Driven By Tech
Deputy Editor As geopolitical tensions ride high, Valerie Genin, head of investments Monaco at Barclays Private Bank - part of the UK-headquartered Barclays Group - shares her insights with this news service. This news service sat down with Valerie Genin (pictured), head of investments Monaco at Barclays Private Bank last week, drawing on her insights on the investment landscape this year, amidst a challenging environment.
Indosuez WM Upbeat On US, Emerging Market Equities, Driven By Tech
Deputy Editor Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its macroeconomic outlook and views asset allocation, highlighting a preference for US equities and emerging market ones, remaining cautious on Europe.
Indosuez WM Upbeat On US, Emerging Market Equities, Driven By Tech
Deputy Editor Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its macroeconomic outlook and views asset allocation, highlighting a preference for US equities and emerging market ones, remaining cautious on Europe.
French Wealth Manager Upbeat On US, Emerging Market Equities, Driven By Tech
Deputy Editor Together with other wealth managers, Paris-headquartered Indosuez Wealth Management outlines its macroeconomic outlook and views asset allocation, highlighting a preference for US equities and emerging market ones, remaining cautious on Europe.
UBS, Swiss Private Bank Positive On US, Emerging Market Equities, Driven By Tech
Deputy Editor Together with UBS Global Wealth Management, Swiss private bank Bank J Safra Sarasin shares its insights on the macroeconomic outlook and asset allocation, indicating a preference for US and emerging market equities. Like a number of wealth managers, Claudio Wewel, FX strategist at Bank J Safra Sarasin continues to favor US and emerging market equities in 2026, driven by tech, despite higher oil prices amidst the Middle East conflict.
The 4Rs of Japan’s Equity Market Resurgence
by Stephen Way, CFA®, SVP, Head of Global & Emerging Markets Equities, AGF Investments Inc. The 4Rs of Japan’s Equity Market Resurgence Why Japanese stocks may offer compelling potential for meaningful returns in 2025 and beyond. In 2024, the Bank of Japan (BoJ) raised interest rates for the first time in over a decade, signaling a significant shift in monetary policy.
Bando al pessimismo, nell’anno del Maiale l’azionario cinese darà belle soddisfazioni
Negli ultimi 12 mesi si sono scatenate delle paure enormi sulla Cina. Tuttavia, se guardiamo all’andamento dei mercati azionari cinesi nel 2018, vale la pena ricordare anche le ottime performance del 2016 e 2017. È vero che l’Indice Msci China ha perso terreno nel 2018, ma ha pur sempre sovraperformato l’indice europeo negli ultimi 3, 5 e 10 anni. E di fatto scambia ancora a rapporti... Contenuto riservato agli abbonati.
Catalyst Pharmaceuticals Ready To Jump As FDA Accepts The NDA
Catalyst Pharmaceuticals Inc. (NASDAQ:CPRX) is a clinical stage pharmaceutical company with a strong drug pipeline. The company is close to receiving the FDA decision for its Firdapse drug. Apart from Firdapse for Lambert Eaton Myasthenic Syndrome or LEMS, the drug is also in Phase 3 for Congenital Myasthenic Syndrome. CPRX is a fairly volatile stock that is likely to benefit from the upcoming FDA decision catalyst.
Sangamo Banks On Gene Editing Technology To Scale New Highs
Sangamo Therapeutics Inc. (NASDAQ:SGMO) has established itself as a leader in the gene editing field. It is the leader in ZFN (Zinc Finger nuclease) technology used for gene editing and has strong IP in the field. The company has been developing and outlicensing this technology for many years. SGMO stock has kept pace with the developments shown by the company. The stock is currently trading considerably lower from its previous highs and presents a good purchase point.
FibroGen: Strong Fundamentals, Solid Long-Term Prospects
What strikes a first-time investor in FibroGen, Inc. (NASDAQ:FGEN) is that despite having no product in the market, this company is already valued at above $4bn and has a cash balance of almost $800mn in its coffers. That tells us that the company is doing something right, or at least that the market thinks so. Good news keeps coming for FGEN with better-than-expected Q1 numbers, and now with positive data from a Phase 2b study of its drug candidate, pamrevlumab.
Insmed: PDUFA Date Will Be A Game Changer
Insmed Inc. (NASDAQ:INSM) made a strong comeback from its April slump as the company announced the acceptance of its NDA. The stock received another boost from its strong results and positive corporate update. Insmed stock has shown strong momentum, which is likely to continue as the company awaits the FDA’s decision on its maiden drug. The company’s robust financial position, strong pipeline and liquidity position also indicate the high return potential of the stock.
Verastem: Momentum Ahead Of Strong FDA Catalyst
Verastem, Inc. (NASDAQ:VSTM) is on its way to get its maiden FDA approval later this year. The company's duvelisib is a first-of-its-kind therapy for treating various types of cancers and is likely to face no stiff competition in the market. Genmab (OTCPK:GMXAY), one of its strongest competitors, reported disappointing results for its combination therapy, boosting duvelisib's scope in the market.
Adamas Pharmaceuticals: Interesting Over The Long Term
Adamas Pharmaceuticals (NASDAQ:ADMS) has the only approved drug in levodopa induced dyskinesia for Parkinson’s Disease patients. That drug, Gocovri, is an extended release formulation of a generic drug named amantadine, and it is also in late stage development for walking impairment in multiple sclerosis patients. ADMS has another drug, ADS-4101, which is another reformulated generic drug targeting partial onset seizures in epilepsy patients.
Rigel Gets A Surprise Approval For Tavalisse
In recent articles (here and here), I covered Rigel Pharmaceuticals (NASDAQ:RIGL), noting that the company's lead product candidate, Tavalisse had a slim chance of approval for the treatment of thrombocytopenia in adult patients with chronic immune thrombocytopenia (ITP) who have had an insufficient response to a previous treatment. While my analysis was based on efficacy data for the drug, the FDA has approved Tavalisse today. The question is whether Tavalisse has strong commercial prospects.
Alkermes' ALKS 5461 Moves Closer To Commercialization
Last week, Alkermes (NASDAQ:ALKS) announced that the FDA accepted its New Drug Application (NDA) for ALKS 5461 as an adjunctive treatment for major depressive disorder (MDD) in patients who have an inadequate response to current antidepressant treatments. The FDA had initially issued a Refusal to File letter for the marketing application, noting that the NDA filing package was not sufficient for a review.
MediciNova's MN-166 Has Significant Potential In Progressive MS
The last few weeks have been mixed for MediciNova (NASDAQ:MNOV), a clinical-stage biotechnology company with multiple shots on goal. Shares saw a sharp pullback after MN-166 failed in a mid-stage study in methamphetamine dependence. A few days later though MNOV bounced back sharply on promising data for another pipeline candidate, MN-001. Even with MN-166, the company has multiple shots on goal.
Why Rigel Is Worth A Look Despite Failed Study In IgAN
In February, I had discussed Rigel Pharmaceuticals (NASDAQ:RIGL) and its upcoming catalyst, the FDA's decision on New Drug Application (NDA) for Tavalisse (fostamatinib disodium) in ITP. I had noted back then that chances of approval at the April 17th PDUFA look slim but a sharp pullback on an unfavorable decision would make RIGL worth a look. Since then, RIGL shares have actually fallen quite sharply. First, it was the sell-off in the broader market that hurt RIGL shares.
Aurinia: Investment Case Gets Stronger
Aurinia Pharmaceuticals (NASDAQ:AUPH) recently released its Q4, 2017 results, as well as, provided an update on its pipeline. The company is continuing to progress well with its Phase III AURORA study, which is evaluating lead candidate Voclosporin in lupus nephritis (LN). The company has also expanded its focus area with Voclosporin also being investigated in focal segmental glomerulosclerosis (FSGS) and Voclosporin Opthalmic Solution (VOS) being evaluated in dry eye syndrome (DES).
Avadel Offers An Excellent Risk/Reward Profile
Avadel (NASDAQ:AVDL) offers an unusual risk/reward profile. Shares of the Ireland-based company have struggled in the last one year, falling nearly 25%. The pullback has been partly due to declining revenue. The delay in NDA filing for FT 218 has also kept shares subdued. However, Avadel is a revenue-generating company and Noctiva, which the company in-licensed last year, has potential to significantly boost top-line in the medium-term.
Acadia's Guidance Unimpressive But Stock Too Cheap To Ignore
Acadia (NASDAQ:ACAD) shares tumbled last month after the release of Q4 results as investors reacted negatively to Q4 Nuplazid sales, which fell slightly short of expectations. Investors were also disappointed with the company’s guidance for 2018 Nuplazid sales. While the guidance was in line with expectations, what left the market unimpressed was the fact that Nuplazid is achieving growth partially through price increases.
Heron Is A Solid Long-Term Investment
Heron Therapeutics (NASDAQ:HRTX) last month saw a sharp pullback after the company reported its Q4 results. Interestingly, the stock dropped even as revenue actually beat consensus forecast. The company’s losses though were higher than anticipated. Having said that, the full-year 2017 results do not show an alarming increase in SG&A expenses. In a previous article, I had noted that any pullback in Heron should be seen as a buying opportunity. That opportunity came last month.
Esperion: What Does A Cut In Praluent Pricing Mean?
Esperion (NASDAQ:ESPR) recently reported data from Study 4 of its Phase III clinical program with its bempedoic acid in statin-intolerant patients with atherosclerotic cardiovascular disease (ASCVD) or at high risk of ASCVD with elevated low-density lipoprotein cholesterol (LDL-C). The study met the primary endpoint, with patients on the 180 mg dose seeing a statistically significant 28% additional lowering of LDL-C compared to placebo at week 12.
Opko Health: The Importance Of The 4kscore Test Study
Opko Health (NYSEMKT:OPK) today announced the results from a 20-year long study assessing the usefulness of its 4kscore test for prostate cancer patients. Every year, over a million prostate biopsies are performed in the US, of which, only 20% actually detect high risk prostate cancer. Despite the decrease in prostate biopsies following the 2012 recommendation of the US Preventive Services Task Force (USPSTF), the number is still substantial and, in many ways, too high.
Endocyte's Lu-PSMA-617: Will It Be Lucky This Time
Endocyte (ECYT) has commenced a Phase III trial, VISION, to evaluate its Lu-PSMA-617 as a third-line treatment in patients suffering from progressive prostate-specific membrane antigen (PSA)-positive metastatic castration-resistant prostate cancer or mcCRPC. It has been a long road to commercialization for ECYT, with multiple failures. But with Lu-PSMA-617, Endoycte is hoping for a reversal of fortunes. The road to commercialization has not been easy for Endocyte.
Why Celgene Is A Buy
It went from bad to worse for Celgene (CELG) this week as its shares dropped below $90 after the company was issued a Refusal to File letter by the FDA relating to a New Drug Application (NDA) for one of its most promising pipeline candidate, Ozanimod. The last six months have been full of setbacks for one of the biggest biotechnology companies. The troubles for Celgene began last year as it announced that it will cease the development of GED-0301.
Sorrento Sell-Off Presents A Buying Opportunity
Sorrento Therapeutics (SRNE) achieved a major milestone as its ZTlido (lidocaine topical system) got an FDA approval as a relief for pain associated with post-herpetic neuralgia (PHN), commonly referred to as post-shingles pain. ZTlido is expected to achieve blockbuster status. Despite the major milestone, SRNE shares were down nearly 20% in regular trading on Thursday. The initial drop in SRNE could be explained by some profit taking.
Acorda Achieves Major Milestone, Shares Continue To Languish
After kicking off 2018 on a very strong note, Acorda Therapeutics (ACOR) shares are once again struggling. The stock saw a sharp pullback in February but this was due to factors beyond the company's control. Last week, Acorda achieved a major milestone, however, the reaction to this significant development has been largely muted. Last month, I had discussed Acorda Therapeutics shortly after reports about possible takeover interest from Biogen (BIIB) and a few other companies.
Rigel: How To Play Ahead Of April Catalyst
Rigel Pharmaceuticals (RIGL) has a major catalyst coming up in April. On April 17th, the FDA will decide on the New Drug Application (NDA) for Tavalisse (fostamatinib disodium) in ITP. Ahead of the PDUFA, RIGL shares have already registered gains of 75% in the last six months in the run up to the FDA's action date. Given the slim chances of an approval for Tavalisse in ITP, I believe that RIGL is set for a pullback ahead of the PDUFA.
Alder Biopharmaceuticals Makes A Comeback
After seeing a sharp pullback in the second half of 2017, Alder Biopharmaceuticals (ALDR) has made a strong comeback in 2018. The stock posted gains of more than 23% in the month of January. With the company on track for a BLA submission for its lead product candidate, the momentum could continue for the rest of the year. Alder's lead product candidate is eptinezumab, which is being evaluated for migraine prevention. A monoclonal antibody, eptinezumab inhibits calcitonin gene-related peptide (CGRP).
Buy Clovis Oncology Ahead Of Catalysts
Clovis Oncology (CLVS) had a mixed 2017. Shares of the commercial-stage biotech company gained an impressive 53% for the year, beating the biotech sector in terms of returns. The gains though were registered in the first half of 2017. The second half of 2017 turned out to be a disappointing one for Clovis as the stock gave up a significant portion of its gains for the year due to weaker-than-expected sales for Rubraca.
Is There Further Upside In Heron Therapeutics?
Heron Therapeutics (HRTX) has started 2018 in much the same way it ended 2017. In the first four weeks of 2018, Heron has already returned 32%. This is on the back of more than 38% gains last year, most of which came in the second half of the year. Despite these gains, Heron is still well off the levels it traded back in late 2015. With two approved products, Heron looks poised to regain those levels in the medium-to long-term outlook.
Aurinia Pharmaceuticals: Potential Rewards Far Outweigh The Risks
Aurnia Pharmaceuticals (AUPH) is a clinical stage biopharmaceutical company with a lead product candidate targeting an area where there's a major unmet need. The lead candidate, voclosporin, already has shown a great deal of promise in Phase II stage. Aurinia Pharmaceuticals’ valuation though continues to paint a completely different picture. The current valuation reflects investors’ concern over voclosporin patents. But as I discuss in this article, the patent concerns are overblown.
Can-Fite Biopharma: Recent Positive Newsflow Not Reflected In Share Price
Can-Fite Biopharma (CANF) is an Israel-based biopharmaceutical company, with a late-stage pipeline. The company’s lead product candidate piclidenoson is currently in Phase 3 trial in two indications (rheumatoid arthritis or RA and moderate-to-severe plaque psoriasis). It has a second product candidate, namodenoson, currently in Phase 2 study in advanced liver cancer. Can-Fite is also developing namodenoson in NASH.
Acorda Therapeutics Is An Attractive Target
Last Friday, Acorda Therapeutics (ACOR) surged nearly 9% amid reports that the company was seeing takeover interest from the likes of Biogen (BIIB), UCB (UCBJB) and a few other Asian drugmakers. After a year of ups and downs, ACOR has begun 2018 on a very strong note. The stock is already up more than 26% in the first three weeks of 2018. Having said that, it still looks undervalued considering the potential of its pipeline.
Acadia Remains Significantly Undervalued
It was a disappointing 2017 for Acadia (ACAD) considering that the IBB ended up posting gains of more than 20% for the year and even the broader market finished sharply higher. Acadia did end the year in green but those gains were dwarfed by the performance of the IBB. I last covered Acadia back in August (read the article here), focusing mainly on the strong Q2 results. In this article, I will focus mainly on what to expect in 2018. Acadia’s approved drug Nuplazid had a strong 2017.
Johnson & Johnson Presents A Good Investment Case With Tremfya
Johnson & Johnson (JNJ) had a strong 2017 both on and off the stock market. The company stock maintained an upward trend throughout the year. Johnson & Johnson also won the FDA approval for first in class IL inhibitor treatment Tremfya for Plaque Psoriasis. Earlier last year, Johnson & Johnson scored a big win as its Tremfya was approved by the FDA for treating moderate to severe Plaque Psoriasis in adult patients.
Heron: Strong Position With Product Launch Upcoming
Heron Therapeutics Inc. (NASDAQ:HRTX) recently announced the FDA approval for its drug candidate for chemotherapy induced nausea and vomiting condition, or CINV. This development is an important milestone for the company which currently has only one marketed drug in its portfolio. The company has shown steady improvement in its financial performance as well and the trend is likely to continue into the coming quarters as well, making this stock an interesting investment opportunity.
AcelRx Stock Looks Weak Ahead Of Revised NDA Submissions For Two Products
AcelRx Pharmaceuticals, Inc. (ACRX) stock lost all its gains made till October after it posted a steep decline that month. The company's lead drug candidate received a CRL from the FDA, derailing the timeline for its commercialization. Further, the CRL also raised doubts about management efficiency as its other product Zalviso got a CRL in 2014 for the same reason. Added to its problems was a poor earnings, both in net loss and declining revenue.
MannKind: Still Looking Weak
MannKind Corporation (NASDAQ:MNKD) continues with its difficult times as its operating and stock market performance continues to decline. Apart from label expansion for Afrezza, the company did not post any positive development. Its revenue continued to decline despite some gains showed by Afrezza. The company also kept burning through its cash for meeting operating and marketing expenses and may now have to go for stock issue for shoring up its finances.
Shire: 2018 May Be A Year Of Positive Changes
Shire Plc (NASDAQ:SHPG) was facing what some considered an existential threat from Roche’s (OTCQX:RHHBY) ACE910, brand name emicizumab, market name after approval Hemlibra. This drug was a direct challenge to Shire’s dominance in the $11bn Hemophilia market. ACE910 is a subcutaneous prophylaxis for adults, children, and adolescents with haemophilia A with factor VIII inhibitors.
Morphosys: Partnered Drug Development Growth Is Its Key Value Driver
Morphosys Ag (OTCMKTS:MPSYY) is a drug discovery company that develops antibodies for its own use as well as for its collaborators. The company reported a couple of good news this year, providing positive impetus to the stock. With its solid business model and robust drug pipeline, the company stock is expected to continue its current performance in the market. In yet another encouraging development for Morphosys, the company announced raising its financial guidance for the financial year 2017.
CTI BioPharma Loses Strength As The Company Faces Sharp Revenue Decline
CTI BioPharma Corp. (NASDAQ:CTIC) stock showed a steady decline this year, on the back of several setbacks suffered by the company. The company reported steady decline in its revenue in the third quarter while its NDA for its potential blockbuster drug Pacritinib had to be withdrawn. While there had been some positive developments as the European Commission accepted its marketing application for Pacritinib, the stock does not seem to have bottomed out yet and therefore not ready for an investment.
ACADIA Stock Recovers From Recent Slump, Posts Strong Quarterly Numbers
ACADIA Pharmaceuticals Inc. (ACAD) stock showed strong upward movement recently. However, it still lags behind the broader market as it fails to capture the robust operating results shown by the company. The company’s star performer Nuplazid continues its upward ride and posted encouraging revenue for the second quarter. The company also provided full year revenue forecast for the drug as it projects to report between $105 and $115 million from the drug in this year.
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