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When the Shock Absorber Stops Absorbing

When the Shock Absorber Stops Absorbing

When the Shock Absorber Stops Absorbing

Jonathan Poyer

12 hours ago4 min read

What are the Medical & Investment Implication of Psychedelics

What are the Medical & Investment Implication of Psychedelics

What are the Medical & Investment Implication of Psychedelics

Jonathan Poyer

13 hours ago1 min read

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Globus Medical (GMED) Adds AI to Its Surgical Ecosystem

Jonathan Poyer

13 hours ago1 min read

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Synopsys (SNPS): AI Demand Is Showing Up in the Numbers

Jonathan Poyer

5 days ago1 min read

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

BioMarin (BMRN) Makes a $275 Million Bet on an Oral Treatment for Rare Bone Disease

Jonathan Poyer

6 days ago1 min read

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Gilead (GILD): Don't Let a $(8.45) EPS Number Obscure a +10% Quarter

Jonathan Poyer

6 days ago1 min read

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Argenx (ARGX) Looks Beyond FcRn with $2.2 Billion Acquisition of Forte Biosciences

Jonathan Poyer

Aug 241 min read

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Jazz Pharmaceuticals (JAZZ) Deepens Its Rare Epilepsy Pipeline with Actio Biosciences Acquisition

Jonathan Poyer

Aug 241 min read

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Ondas (ONDS) Adds More Manufacturing Muscle — and Another Company to Integrate

Jonathan Poyer

Aug 241 min read

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Red Cat (RCAT): The Growth Is Here. Now Comes the Execution Test.

Jonathan Poyer

Aug 191 min read

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Intuitive Surgical (ISRG) Q2: Strong Growth, but Can It Sustain the Pace?

Jonathan Poyer

Aug 141 min read

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Ondas (ONDS) Q2: Explosive Growth Meets a Much Bigger Cost Structure

Jonathan Poyer

Aug 142 min read

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