Wolfe Research Senior Media & Distribution Analyst, Marci Ryvicker, hosted a webcast to discuss highlights from the recent initiation report, feedback from investors/management, a deep dive into broadcast M&A, and a discussion on New DIS and New FOXA.
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Wolfe Research Senior Global Pharmaceuticals Analyst, Tim Anderson, hosted a webcast to discuss four drivers of renewed growth, the China opportunity already tracking to $1B+, consensus too low (by billions of dollars), MRK’s biggest challenge - not demand, but rather, supply - and GSK’s Cervarix- whether there are other potential competitors.
Wolfe Research Senior Payments, Processors, & IT Services Analyst, Darrin Peller, hosted a webcast to discuss how recent volatility creates opportunity with strong fundamental stories at depressed spreads to the market multiple, who the most resilient names to weather a downturn are, most exposed names in a downturn, and Wolfe Fusion – hedging out key factor risk drives outperformance.
Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted one of his “Pipelines Unplugged” fireside chats with senior R&D management from GlaxoSmithKline. Speakers from GSK included Dr. Hal Barron (Chief Scientific Officer and President R&D), Dr. John Pottage (Chief Scientific and Medical Officer, ViiV), Dr. Emmanual Hanon (SVP R&D, Vaccines), Dr. Axel Hoos (SVP, Therapeutic Area Head, Oncology R&D), and Dr. John Lepore (SVP Research).
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