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...“We think Illumina’s board of directors has heard the message loud and clear, and we would be curious to see how messaging on Grail changes going forward,” said Vijay Kumar, analyst at Evercore ISI....
...“We are increasing our iPhone revenue estimates for the next four quarters on the back of stronger than expected ASPs,” Evercore analyst Amit Daryanani told clients....
...It’s a theoretical number,” said Nigel Dawn, global head of private capital advisory at investment bank Evercore....
...Top bankers eager to feel like they’re making a difference (and earn more from their deals) have set up shop inside boutique outfits such as Centerview Partners and Evercore....
...Vijay Kumar, analyst at Evercore ISI, said Thaysen had the necessary blend of technical skills and experience to run Illumina....
...Other rivals like Evercore and Moelis expanded, profitably adding new business lines and bankers. They may, yet, hit their own ceilings and sell out to larger institutions....
...Apple has described its ads business as “incredibly fast-growing”, while research group Evercore ISI has estimated the iPhone maker’s ads revenue will jump from $5bn in 2022 to $30bn by 2026....
...Evercore ISI estimates that Apple could sell 14mn headsets “in the first few years” — a much slower start versus the Apple Watch or iPhone....
...Umer Raffat, analyst at Evercore ISI, said the performance of Pfizer’s non-Covid franchise and the launch of new products would be critical to it meeting its 2023 guidance....
...Apple, meanwhile, is likely to earn $5bn from its advertising business this fiscal year, and $20bn-a-year within three years, said researchers at Evercore ISI, who said Apple’s privacy push had “significantly...
...Upstart firms, including Centerview Partners, Evercore, Moelis and PJT Partners, have seized on their market share in the aftermath of the financial crisis, when large companies were increasingly comfortable...
...“The Keytruda patent estate really does go well beyond 2028,” said Umer Raffat, analyst at Evercore ISI....
...Amit Daryanani, analyst at Evercore ISI, said Apple often uses a first-generation product to garner the interest of loyal Apple users and serve as a catalyst for its vast developer community....
...On Monday, Evercore ISI cut its December quarter revenue forecasts by $8bn, to $122bn, suggesting revenues will fall $2bn short of the $124bn reported a year ago....
...“Illumina is being forced to fund Grail at $700mn a year but has no control over the asset and may be forced to divest,” said Vijay Kumar, analyst at Evercore ISI....
...firmly in Apple’s interest to limit its ambitions to the customer experience and leave it to others to build infrastructure or deal with credit risk and regulations, says Amit Daryanani, an analyst at Evercore...
...Analysts at Evercore ISI warned this week that softening demand could cause Wall Street to shift its focus from growth to profitability at the company, potentially putting a further dent in a valuation that...
...Umer Raffat, analyst at Evercore, said he was not a fan of the acquisition, the largest deal ever proposed by Amgen, which is based in Thousand Oaks, California....
...Advising L3Harris financially are Barclays and Goldman Sachs, while Citi and Evercore are advising Aerojet....
...Vijay Kumar, analyst at Evercore ISI, an investment bank, said it was a “big, bold and aggressive” move by Illumina to acquire Grail because Illumina was paying $8bn for a company with very little revenues...
...I asked two semiconductor analysts — Stacy Rasgon of Bernstein and CJ Muse of Evercore ISI — about this yesterday....
...The business has gone from just a few hundred million dollars of revenue in the late 2010s to about $5bn this year, according to research group Evercore ISI, which expects Apple to have a $30bn ads business...
...Vijay Kumar, analyst at Evercore ISI, said Illumina had taken an aggressive stance against Brussels, most notably by closing the transaction in August before it received clearance from EU or US authorities...
...In the previous quarter, margins at the unit reached a record of 70.5 per cent, more than double the margin on hardware sales, according to Evercore ISI....
...Umer Raffat, analyst at Evercore ISI, said the drug was likely to generate about $200m in sales next year, significantly below analysts’ consensus estimate of $1bn....
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