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Research Type: Policy

Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Research, Policy
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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FDA Action on Aspartame Unlikely

FDA Action on Aspartame Unlikely

Research, Policy
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Research, Policy
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Research, Policy
We believe that the odds favor Vistra (VST) receiving FERC approval...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Research, Policy
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Research, Policy
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
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Spring 2023 Regulatory Agenda: Financial Highlights

Spring 2023 Regulatory Agenda: Financial Highlights

Research, Policy
The Biden administration released its latest semiannual regulatory agenda...
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Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Calls for Bank Short-Selling Prohibition Grow, but Odds Remain Low

Research, Policy
We remain skeptical the Securities and Exchange Commission (SEC) will announce...
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Oil & Gas: What to Watch in May

Oil & Gas: What to Watch in May

Research, Policy
In May we take a look at biofuels and the outlook for oil & gas mergers...
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