Pharmaceuticals & Biotechnology - Products
Global biopharmaceutical industry products - in one place, e.g. worried about vaccine exposures??
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BULL BEAR BRES|NAHAN
Endeavor to Reason Why Stocks Markets Investing
john_bresnahan
Sep 241 min read
A Prologue
How do these resolve, well we can put probabilities on things or..
john_bresnahan
Aug 203 min read
Fear Change or Embrace Opportunity
UPDATE - quick thoughts: RFK isn't confirmable CDC is a much easier beach to assault Freeze the vaccine landscape as it is today - that...
john_bresnahan
Jun 273 min read
Estée Lauder – EL
At this point I remain solidly NEUTRAL on Estée Lauder – EL..
john_bresnahan
Jan 306 min read
Pfizer - "a year of execution"
Take all the exciting bits that make up Seagen and now sprinkle in the best of Pfizer's oncology pipeline and portfolio; call it Seagen+..
john_bresnahan
Sep 21, 20233 min read
Stoping, not stopping..
While equities have basically infinite duration there is an air of lower duration to this idea..
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