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Global Weekly Picks
Bachem Holding - The Purest Public Peptide Play?
We are living through a biological revolution. You see it on the balance sheets of the world’s largest pharmaceutical companies and you see it in the cultural zeitgeist.Read more
Still A Binary Phase III Bet on Evenamide
Rating: Speculative Buy / Clinical-event driven Style: Small-cap biotech with one dominant value driver Core debate: Is Newron an underappreciated CNS biotech on the verge of a value inflection with evenamide, or is it still a one-asset, high-risk Phase III story where financing and trial execution dominate everything else? Executive view Newron is now essentially an evenamide company.Read more
Roche Holding AG To Benefit From Strong Drug Pipeline In 2027 And Beyond
Roche is lining up a new wave of potential hit medicines across obesity, cancer, and multiple sclerosis, with many important trial results expected soon. The big question is whether these programs succeed before tougher competition and upcoming patent expiries start to bite.Read more
Cosmo Pharmaceuticals Announces Strong Full Year 2024 Revenue and Cash and Provides Business and Pipeline Updates
Cosmo’s results swing sharply as one-off project deals fade and the company shifts focus to repeatable royalty and manufacturing income, sparking a big market sell-off. With new approvals, a US launch for its AI-assisted endoscopy system, and key clinical readouts ahead, the next year could clarify whether this is a temporary dip or a turning point.Read more
Partners Group Holding will achieve an 8.14% revenue rise over the next 5 years
Partners Group looks like a long-term winner in private markets, but its growing push into private lending could make results swing much more if the economy turns. See what could power the next leg of growth— and the specific credit and macro cracks that might show up first.Read more
Roche is a cash-generating, defensive large-cap pharma, with upside driven by pipeline execution.
Investment Memo – Roche Holding AG (Pharmaceutical Division / “Roche Pharma”) 1. Executive Summary Roche is a leading global pharmaceutical and diagnostics company with a strong focus on oncology, immunology, neuroscience, and rare diseases.Read more
Nestlé: Quality Stock, Attractive Price—But Proceed with Caution
Nestlé looks like a steady household-name business that may be priced for bad news, even as its strongest brands in coffee, pet care, and health products keep it resilient. The catch is that sales growth has been soft and cash coming in could struggle to keep up with a growing dividend, which could limit returns.Read more
Roche Holding will see a 4.2576% revenue growth shaking the market
Roche shows it can grow again after the pandemic boom fades, with its drug business holding up better than its testing business. The next big swing factor is whether a wave of late-stage study results and new testing products can deliver—after past acquisitions forced painful write-downs.Read more
