As MannKind spends precious cash, it moves closer to the next capital raise (a.k.
RBC Capital’s Randall Stanicky says everything rides on Teva’s power to keep a grip on 2020 revenue.
Goldman Sachs’ Dana Flanders sheds new insights on Valeant from a bearish standpoint, spotting 5% in loss potential for the stock.
RBC Capital’s Randall Stanicky wonders how strong is Teva’s long-term value investor support to be able to “absorb” a guidance misstep?
Oppenheimer’s Christopher Glynn says while some GE questions have been met with answers, FCF questions hover around valuation.
Oppenheimer’s Christopher Glynn notes that the review lends more weight to the idea of a breakup of GE’s businesses.
Oppenheimer’s Christopher Glynn says it is premature to make the “pivot” from bearish to the sidelines on GE stock.
Morgan Stanley’s Benjamin Swinburne questions Roku’s monetization opportunity in a world where market share on consumer time spent keeps rising towards channels (Netflix, Youtube) that fail to realize big sales.
Cowen’s Jeff Osborne believes risk of cash burn that will hit Tesla in the next years will outweigh “healthy” delivery performance from the company’s older EV models.