There are certainly easier companies to evaluate, for sure. What do they say? Investing carries risk....You may lose all principal. ...Deep dives like this are gold to help reduce it. Thank you.
i personally started buying s monthly dosage of the stock about 4 months ago, simply because it felt too good to ignore.
the price has been bound by around USD 50 bottom since.
this article seems to suggest there's a good reason why some serious investors see that number as a buying opportunity (e.g. those with risk tolerance for pharma mega-cycle).
Amazing
What a phenomenal write up and then interpretation and philosophy on the valuation and external factors!
Great through work and analysis! Well done
Would have been awesome if this was around earlier this year..very nice work Steven, (Arnold and team)!
I’m a holder, because it also fits my dividend strategy, but the conclusion did (negatively) surprise me a bit..😅
Let’s hope they execute and get back to my DCA level - and above 😬
There are certainly easier companies to evaluate, for sure. What do they say? Investing carries risk....You may lose all principal. ...Deep dives like this are gold to help reduce it. Thank you.
Very comprehensive. Shows how hard it is to value an even very concentrated pharma company.
I suspect approval of oral weight loss agents will even more rapidly change the landscape than the injectables have.
Interesting field to watch either way
insightful.
i personally started buying s monthly dosage of the stock about 4 months ago, simply because it felt too good to ignore.
the price has been bound by around USD 50 bottom since.
this article seems to suggest there's a good reason why some serious investors see that number as a buying opportunity (e.g. those with risk tolerance for pharma mega-cycle).