Latest ideas and analyses related to healthtech

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MRNA

+35 pts



$MRNA - Feedback from Company Meeting with Investors, Early CV Data at AHA

By junkfoodlover on Nov. 15, 2021, 11:11 a.m.
Tagged topics: supply chain constraints , non deal roadshow , healthtech

Views: 25, Votes: 3, Responses: 0, Attachments: 2
MRNA

+37 pts



$MRNA - Deutsche initiates at Sell, says Moderna is just a 'concept company' that's ridden the wave of disruptive innovation

By phenphen on Oct. 22, 2021, 11:54 a.m.
Tagged topics: healthtech , mRNA , covid vaccines , sell rating

Views: 19, Votes: 4, Responses: 0, Attachments: 2
SPY

+37 pts



Healthcare Weekly Pricing Sheet

By KHUN on Oct. 20, 2021, 6:44 p.m.
Tagged topics: pricing , analyst checks , healthtech

Views: 19, Votes: 2, Responses: 0, Attachments: 2
CYTK

+31 pts



$CYTK - Piper Sandler reports from Oct 4 and Oct 7 (as requested)

By bbern3 on Oct. 8, 2021, 11:08 a.m.
Tagged topics: deep dive , Piper Sandler , healthtech

Views: 12, Votes: 1, Responses: 0, Attachments: 4
MRNA

+31 pts



$MRNA - Jefferies expects the valuation debate between specialists and generalist investors to continue following R&D Day

By phenphen on Sept. 10, 2021, 10:10 a.m.
Tagged topics: TAM expansion , Jefferies , healthtech , covid vaccines , investor sentiments , R&D Day

Views: 106, Votes: 1, Responses: 0, Attachments: 2
MRNA , PFE

+31 pts



$MRNA $PFE - Morgan Stanley says #CovidVaccines highly effective against severe disease and hospitalizations despite breakthrough cases

By phenphen on Sept. 1, 2021, 11:37 a.m.
Tagged topics: Morgan Stanley , healthtech , covid vaccines , breakthrough infections

Views: 168, Votes: 1, Responses: 0, Attachments: 2
PFE

+33 pts



$PFE - Barclays sees #Trillium #acquisition as a foundational piece of hematology portfolio with broad optionality

By ethonomics on Aug. 24, 2021, 12:12 p.m.
Tagged topics: mergers and acquisitions , Barclays , healthtech , oncology

Views: 149, Votes: 4, Responses: 0, Attachments: 2
MRNA

+32 pts



$MRNA - Moderna is saving the world, but analysts say it's valued like it's saving the universe

By rIsILAwr on Aug. 6, 2021, 12:46 p.m.
Tagged topics: analyst downgrade , JP Morgan , Piper Sandler , Oppenheimer , rich valuations , healthtech , covid vaccines , saving the world

Views: 241, Votes: 1, Responses: 0, Attachments: 6
TDOC

+1 pts





By shah.hemu on July 19, 2021, 1:33 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 4, Votes: 1, Responses: 0, Attachments: 0
TDOC

+8 pts





By adamsmith on July 16, 2021, 3:15 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 5, Votes: 2, Responses: 1, Attachments: 0
TDOC

+38 pts



$TDOC

By ked407 on July 15, 2021, 11:05 p.m.
Tagged topics: strong fundamentals , excess capacity , healthtech

Views: 45, Votes: 3, Responses: 2, Attachments: 0
TDOC , AMZN , CI

+32 pts



$TDOC - JP Morgan believes TDOC has a strong and defensible competitive position (Jun 9 2021 report as requested)

By labjordan on July 14, 2021, 11:42 a.m.
Tagged topics: JP Morgan , Amazon Care , healthtech

Views: 35, Votes: 1, Responses: 0, Attachments: 6
MRNA

+30 pts



$MRNA - Piper Sandler believes Moderna could revolutionize the seasonal flu vaccine market

By phenphen on July 8, 2021, 3:56 p.m.
Tagged topics: vaccine , improving outlook , Piper Sandler , healthtech

Views: 187, Votes: 2, Responses: 0, Attachments: 1
PTON

+36 pts



$PTON - BMO (big bear with $45 target) says current stock price implies subscribers will stay on for 29 years, but the market doesn't seem to care

By phenphen on June 14, 2021, 12:11 p.m.
Tagged topics: BMO , overvalued , healthtech , workout from home during pandemic , subscriber value

Views: 171, Votes: 2, Responses: 0, Attachments: 10
JNJ

+31 pts



$JNJ - Morgan Stanley anticipates strong performance across all 3 business segments, views it as a high-quality GARP stock (deep dive)

By phenphen on May 31, 2021, 10:23 a.m.
Tagged topics: discount valuation , deep dive , GARP , Morgan Stanley , healthtech

Views: 200, Votes: 1, Responses: 0, Attachments: 31
PFE , AZN , JNJ

+5 pts





By Noto on May 5, 2021, 9:58 p.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , healthtech , covid vaccines , vaccine hesitancy , safety concerns , Prevnar vaccine

Views: 1, Votes: 1, Responses: 0, Attachments: 0
PFE , JNJ , AZN

+33 pts



$PFE - Goldman sees further upside to consensus estimates partly driven by safety concerns related to $JNJ and $AZN COVID vaccines

By phenphen on May 4, 2021, 1:37 p.m.
Tagged topics: booster vaccine , Goldman Sachs , upside to estimates , healthtech , covid vaccines , vaccine hesitancy , safety concerns , Prevnar vaccine

Views: 159, Votes: 1, Responses: 1, Attachments: 5
CLOV

+37 pts



$CLOV - JP Morgan says the greatest risk is the 'ten-fold increase' in actuarial risk over next two years for Medicare population (deep dive Feb 2021 as requested)

By phenphen on May 1, 2021, 12:59 p.m.
Tagged topics: valuations , deep dive , JP Morgan , healthtech , Medicare , actuarial risk , Medicare Advantage , Clover Assistant

Views: 124, Votes: 5, Responses: 0, Attachments: 26
MRNA

+31 pts



$MRNA - Piper Sandler raises target to $234 following Vaccine Day, says company is advancing a rich pipeline of mRNA medicines

By phenphen on April 15, 2021, 2:14 p.m.
Tagged topics: COVID-19 , analyst raises target , Piper Sandler , Vaccine Day , healthtech , mRNA , covid vaccines

Views: 176, Votes: 2, Responses: 0, Attachments: 7
MRNA

+36 pts



$MRNA - Goldman says efficacy, speed, and flexible manufacturing drive MRNA's disruption of the vaccines market, reiterates Buy rating and $206 target

By phenphen on April 15, 2021, 12:41 p.m.
Tagged topics: deep dive , disruptive technology , Goldman Sachs , Vaccine Day , healthtech , mRNA , covid vaccines

Views: 165, Votes: 3, Responses: 0, Attachments: 13