From original work 'The Golden Age', oil painting by Joachim Wtewael, 1605, Metropolitan Museum of Art
The "Golden Age of Biotechnology"? by Jean Fonteneau
The full article can also be viewed and... Read More
Amgen Business Introduction
According to Amgen (AMGN) 2022 10K,
“Amgen focuses on areas of high unmet medical need and leverages its expertise to strive for solutions that improve health outcomes and dramatically... Read More
MPW’s dividend is safe. It is in the hospital business, a mission-critical industry where hospital bankruptcies happen but infrequently compared to other industries.
MPW has rent escalators built... Read More
Company: Bayer AG
Bloomberg ticker: BAYN GR
Market cap: US$65,516m
Background: Bayer AG is a German multinational pharmaceutical and life sciences company and among the largest pharmaceutical companies worldwide. The business includes pharmaceuticals, consumer healthcare products,... Read More
Many companies in the biotech sector look deeply undervalued and under-appreciated, a “beautiful” setup, according to the specialist biotech hedge fund EcoR1 Capital.
In its first-quarter update to investors, the... Read More
Many high-profile hedge fund managers and executives engage in philanthropy, giving away millions of dollars every year, often through their own foundations. Rather than relying solely on donations, they... Read More
Clint Carlson's hedge fund, Carlson Capital's Double Black Diamond strategy, gained 1.04% net of fees in the month of September. Following this performance, the fund has returned 9.87% net... Read More
Absolute Return Partners letter for the month of September 2021, titled, "The Healthcare (R)evolution."
Q2 2021 hedge fund letters, conferences and more
"Getting older is fine. There is nothing you can... Read More
Obsession Capital's annual letter for the year ended December 31, 2020.
Q4 2020 hedge fund letters, conferences and more
Summary of Financial Performance
Despite the huge uptick in volatility in 2020... Read More