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...“The question for the Biden administration is whether they have any incentive to utilise the sanctions architecture that the Trump administration used to take down Iran exports by 1mn b/d,” said Helima Croft...
...That total fell to about 2.5mn b/d in August, with the decline coming from western-insured ships, which only carried 626,000 b/d that month — less than half the volume they transported in May....
...The insurer-owned benefit managers argue that these rebates are passed on to patients in the form of lower premiums, but they pocket some of the discount for themselves....
...Among the most expensive approved gene therapies are uniQure’s haemophilia B treatment Hemgenix, at $3.5mn and Bluebird’s thalassaemia drug Zynteglo, which is priced at $2.8mn....
...“I used to forget the tiniest everyday things: I’d put eggs on to boil, I’d forget. Papers were stacked four feet high on my desk,” said Davis, 74....
...“I’d put Vertex in my pharma top three [to invest in].” This year, Vertex’s market capitalisation surpassed $100bn for the first time....
...Hudson said the company had shown it was good at development, giving it an “A+” for how it runs trials, compared to a “B-” for its ability to discover new early-stage drugs....
...The discount to net asset value is by no means unusual across the sector....
...cash-pay; d) something else....
...I’m glad Katie Martin isn’t here because I don’t think she’d be able. This is such a hurtful topic to her, the terrible performance of the UK market, that I don’t think she’d be able to be objective....
...Then, starting in 2013, Gilead of the US delivered a series of breakthrough treatments for hepatitis B....
...His Berkshire Hathaway B class shares, at $420, offer a relatively cheaper entry....
...year in the US, though usually insurers obtain discounts....
...Under the proposed reforms the minimum cut from a drug’s list price will be 25 per cent, although the government may be able to secure much steeper discounts for some drugs....
...Because, at the time, Uber generally hid exact delivery locations from couriers after they’d completed their trips, it was hard for them to confirm how far they’d gone....
...The IEA forecasts crude consumption to increase by 1.3mn barrels per day this year while Opec this week maintained its growth estimates of 2.25mn b/d for 2024....
...I’d want to see comparisons of leadership today to financial performance a decade hence. A single financial measure is not nearly enough, and operating margins are a particularly bad choice....
...You can get a deal done for a double-B senior loan at a 300-350bp spread all day long. That market’s wide open....
...This “lollipop” was on top of the group’s wider production cuts, meaning the kingdom’s production went down to 9mn barrels a day — significantly below its maximum capacity of about 12mn b/d....
...As you’d expect, last year institutional investors dumped stakes in buyout funds, growth funds and venture capital at a steep discount to their reported value (as recently as 2019 the appetite was so immense...
...Strong earnings fuelled by weight-loss drugs have pushed the stock up 32 per cent this year. Citi expects Nvidia and Eli Lilly alone will make up a quarter of S&P 500 earnings growth in 2024....
...(d) Dividends provide an extra 10%+ return. This is based on est. $12B of cumulative dividends over 3 yrs. on market cap <$100B....
...“If an application contained sufficient scientific evidence to meet the necessary public health standard, including a non-tobacco-flavoured product, we’d authorise the product,” said Matthew Farrelly, director...
...But maybe for new companies coming up, it’s an interesting model as people discuss ideas like “B Corps” and things and saying, OK, how can you both invest money from drugs like this or products in philanthropy...
...“Frankly, I’d probably just average out these last two months given the volatility,” he writes....
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