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Sector: Healthcare
May 2023 PDUFA Calendar
Research, Policy
Delays in approvals due to disrupted work schedules at FDA because of the coronavirus...
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Silk Road (SILK): Competition & Coverage
Research, Policy
Amid investor fears of competitive risks to Silk Road Medical’s (SILK)’s TCAR procedure...
Read moreApril 2023 PDUFA Calendar
Research, Policy
Disrupted work schedules at FDA result in approval delays...
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Advisory Committee’s Split Decision on Biogen’s Tofersen
Research, Policy
We expect the FDA to grant accelerated approval of Biogen's (BIIB) ALS treatment...
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Mitigation Expectations for Medicare Advantage Rate Notice
Research, Policy
Size of Medicare Advantage mitigation may be less than earlier expectations...
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European Pharma: Top Picks as Growth Slows; New Launches and Core Products are Key
Research, Fundamental
How European Pharma fared versus consensus estimates...
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Glaukos (GKOS): Pipeline Policy Pathway
Research, Policy
Following Glaukos’ (GKOS) earnings report, attention now turns to the regulatory...
Read moreAxonics (AXNX): Competition Coding Questions
Research, Policy
AXNX competitive pressures manageable following AMA disclosure...
Read moreShockwave (SWAV): Volatility Ahead?
Research, Policy
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
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Health Care: MedTech Companies Poised for Widening Operating Margins
Research, Fundamental
Recent earnings calls point to supply chain improvements...
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