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Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Housing Credit: Strong Collateral, A Strained Consumer, and Two Very Different Housing Markets

Jonathan Poyer

2 hours ago4 min read

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

argenx (ARGX): $1.7 Billion in Quarterly Sales — And Five Potential Launches in 2027

Jonathan Poyer

2 days ago2 min read

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Amgen & AstraZeneca: Nearly 69% Achieve Remission in Phase 3 — But What Does That Mean for Patients?

Jonathan Poyer

Oct 224 min read

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Roivant: A 56% Reduction in Pulmonary Vascular Resistance — What Does It Mean?

Jonathan Poyer

Oct 223 min read

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Synopsys (SNPS): Amazon, OpenAI and a New Growth Outlook

Jonathan Poyer

Oct 92 min read

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

The Ondas Paradox (ONDS): Huge Growth. So Why Isn't the Stock Cooperating?

Jonathan Poyer

Oct 22 min read

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

ORUKA (ORKA): 71% COMPLETE SKIN CLEARANCE AFTER TWO DOSES

Jonathan Poyer

Sep 253 min read

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

UiPath's (PATH) Act Two: From Robots to Orchestrating AI

Jonathan Poyer

Sep 232 min read

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

CELLDEX (CLDX) REPORTS POSITIVE PHASE 3 RESULTS FOR BARZOLVOLIMAB IN CSU

Jonathan Poyer

Sep 222 min read

Red Cat (RCAT) Goes to Sea

Red Cat (RCAT) Goes to Sea

Red Cat (RCAT) Goes to Sea

Jonathan Poyer

Sep 161 min read

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Ondas (ONDS) Goes Deeper Into the Weapon System Acquiring Gate Technologies and Bron Technologies

Jonathan Poyer

Sep 161 min read

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Bonds: Why Duration and Spreads Are Making Bonds Cool Again (Yes, Really)

Jonathan Poyer

Sep 161 min read

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