Data Mining Technical Publications to Rank the Innovators in RNA Therapeutics
Specialists lead the RNA intellectual property ecosystem but may still need big pharma to bring new treatments to market making the space ripe for partnerships, mergers and acquisitions 2021 saw a significant jump in RNA based trials. Large sequencing projects and the success of mRNA COVID-19 vaccines should drive the growth of the global RNA therapeutics market. Our analysis suggests that Moderna Inc (MRNA US) , Vertex Pharmaceuticals (VRTX US), Incyte Corp (INCY US), Alnylam Pharmaceuticals (ALNY US), Ionis Pharmaceuticals (IONS US) lead in RNA therapy related innovations. R&D collaboration, licensing deals, strategic investments and buyouts between RNA specialists and big pharma will increase as sitting on the sidelines might no longer be an option. Full analysis he
FMC Corporation: Decoding Their Strategy Amidst FX Headwinds and Declining Cash Flow! - Major Dri...
⬆ $Fmc Corp(FMC)$ - FMC Corporation delivered a disappointing set of results as the company could not meet the revenue and earnings expectations of Wall Street. The... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/fmc-corporation-decoding-their-strategy-amidst-fx-headwinds-and-declining-cash-flow-major-drivers?utm_source=tiger_community By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community On Fmc Corp (FMC):- https://www.smartkarma.com/entities/fmc-corp?utm_source=tiger_community
EDU/TAL: China Tutoring - Here Comes The Policy Tailwind
⬆ $New Oriental Education & Techn( EDU)$ - The Ministry of Education issues new draft regulation on K12 tutoring in China, bringing clarity and alleviating investor concerns. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/edu-tal-china-tutoring-here-comes-the-policy-tailwind?utm_source=tiger_community By Steve Zhou, CFA, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/steve-zhou-cfa?utm_source=tiger_community On New Oriental Education & Techn ( EDU):- https://www.smartkarma.com/entities/new-oriental-education-techn-cc88998e-fe0d-4a03-b544-f3e9836b06a2?utm_source=tiger_community
Atour Lifestyle (ATAT US) – Guidance Raised and We Stay Positive in LT
⬆ $Atour Lifestyle Holdings(ATAT)$ - While we are conservative about the Hotel sector in 4Q23E and 1Q24E, we still think Atour could outperform, thanks to its excellent price to quality. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/atour-lifestyle-atat-us-guidance-raised-and-we-stay-positive-in-lt?utm_source=tiger_community By CMB International, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cmb-international?utm_source=tiger_community On Atour Lifestyle Holdings (ATAT):- https://www.smartkarma.com/entities/atour-lifestyle-holdings-ltd?utm_source=tiger_community
Still Waiting for an Inflection and a Clearer View of Growth
⬆ $Cytek Biosciences (CTKB)$ - We reiterate our Market Perform rating on shares of Cytek following a mixed 1Q print (see first take here) which had a revenue performance ahead... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/still-waiting-for-an-inflection-and-a-clearer-view-of-growth?utm_source=tiger_community By CGS CIMB Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/cgs-cimb-research?utm_source=tiger_community On Cytek Biosciences (CTKB):- https://www.smartkarma.com/entities/cytek-biosciences-inc?utm_source=tiger_community
REIT Watch - 10 S-Reits that top retail net inflows in the year to date
⬆ $Keppel DC REIT(AJBU.SI)$ - THE iEdge S-Reit Index declined 5.6 per cent on a total return basis in the year to date, with declines also recorded in the FTSE EPRA Nareit... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/reit-watch-10-s-reits-that-top-retail-net-inflows-in-the-year-to-date?utm_source=tiger_community By Geoff Howie, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/geoff-howie-e18941f7-03f7-4f73-a319-8fca3a24bd1f?utm_source=tiger_community On Keppel DC REIT (AJBU.SI):- https://www.smartkarma.com/entities/keppel-dc-reit?utm_source=tiger_community
Deckers Brands: Initiation of Coverage - Why Their DTC Strategy Will Blow Your Mind! - Major Drivers
⬆ $Deckers Outdoor(DECK)$ - This is our first report on global footwear and apparel major, Deckers Outdoor. The company saw a strong fiscal third quarter for 2024, but the... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/deckers-brands-initiation-of-coverage-why-their-dtc-strategy-will-blow-your-mind-major-drivers?utm_source=tiger_community By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community On Deckers Outdoor (DECK):- https://www.smartkarma.com/entities/deckers-outdoor-corp?utm_source=tiger_community
DLocal Ltd: Does The Potential Sale Of The Fintech Player Present An Opportunity?
⬆ $DLocal(DLO)$ - This is a special one-time report on DLocal, a company that has been a subject of intense scrutiny and intrigue, especially after reports by... Continue reading on Smartkarma:- https://www.smartkarma.com/insights/dlocal-ltd-does-the-potential-sale-of-the-fintech-player-present-an-opportunity?utm_source=tiger_community By Baptista Research, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/baptista-research?utm_source=tiger_community On DLocal (DLO):- https://www.smartkarma.com/entities/dlocal-ltd-uruguay?utm_source=tiger_community
DBS Group - Economic Headwinds, Above Mean Valuation
⬆ $DBS(D05.SI)$ - Against the backdrop of a weak domestic economy and an uncertain global economic outlook, and an above-mean valuation of 1.4x P/BV, DBS's share price will likely be range-bound Continue reading on Smartkarma:- https://www.smartkarma.com/insights/dbs-group-economic-headwinds-above-mean-valuation?utm_source=tiger_community By RHB Invest, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/rhb-invest?utm_source=tiger_community On DBS (D05.SI):- https://www.smartkarma.com/entities/dbs-group-holdings-ltd?utm_source=tiger_community
A/H Premium Tracker (To 19 Jan 2024): Hs Shellacked Vs As. Near Multi-Year High Average AH Premia
⬆ $Ganfeng Lithium(01772)$ - H-shares got completely creamed vs As this past week. Every sector. Every Premium cohort. Quality/liquid spreads hurt more. Multiple 10% movers. Continue reading on Smartkarma:- https://www.smartkarma.com/insights/a-h-premium-tracker-to-19-jan-2024-hs-shellacked-vs-as-near-multi-year-high-average-ah-premia?utm_source=tiger_community By Travis Lundy, Insight Provider on Smartkarma:- https://www.smartkarma.com/profiles/travis-lundy?utm_source=tiger_community On Ganfeng Lithium (01772):- https://www.smartkarma.com/entities/ganfeng-lithium-co-ltd?utm_source=tiger_community