Pharmaceuticals

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo

2024-03-20T16:51:58+02:00

In episode 167 of Magic Markets, we delved into 2 growth stocks that are probably NOT on your radard. Justine Brophy brings us the latest thinking from AnBro Capital Investments taking us through the thesis on Madrigal (the company that has won the “MASH dash”) and Myomo, a neurological mobility company. If you enjoy learning about new companies and sectors of the market that you haven’t looked at before, then you’ll absolutely love listening to Brophy talking about these stocks with us.

Magic Markets Ep167: Hidden Growth Gems – Madrigal and Myomo2024-03-20T16:51:58+02:00

Novo Nordisk: The Wizards of Oz-empic

2024-01-10T22:13:02+02:00

Novo Nordisk was arguably the NVIDIA of pharma stocks in 2023. Ozempic / Wegovy have become all the rage in the treatment of diabetes and obesity. Unlike the pandemic and its benefit for Pfizer, these diseases aren't fads that are about to disappear. Does that mean that the drugs are guaranteed to continue being a success? Or should investors be worried about competition?

Novo Nordisk: The Wizards of Oz-empic2024-01-10T22:13:02+02:00

Johnson & Johnson: So Much More Than Baby Powder

2023-07-27T08:42:57+02:00

Johnson & Johnson is far more than just a baby powder company. In fact, the consumer business has been split-off into a newly listed company called Kenvue, with the intention of Johnson & Johnson being a pure-play opportunity in pharmaceuticals and medical devices. As a long-term stalwart in any portfolio, this is a compelling choice.

Johnson & Johnson: So Much More Than Baby Powder2023-07-27T08:42:57+02:00

Pfizer: Vaccines-as-a-Service?

2023-02-09T00:12:54+02:00

Use the podcast player below to listen to our discussion on Pfizer and its Q4'22 result, which accompanies the detailed write-up below: (Date of report: 9 February 2023) Pfizer had a momentous year in 2022. Not only did the company exceed $100bn in revenue for the first time in its 174-year history, but 1.3 billion patients around the world were treated with Pfizer products. Despite these glowing financial accomplishments, Pfizer is a constant target of conspiracy theories and political battles. There’s never a dull moment in the pharmaceuticals industry. Management at Pfizer is either overly optimistic about the prospects for the [...]

Pfizer: Vaccines-as-a-Service?2023-02-09T00:12:54+02:00

Magic Markets Ep67: Investing in tough places

2022-03-17T02:16:49+02:00

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off. Omid Gholamifar is one such investor. Born in Iran and having spent a great deal of time in Sweden, he has dedicated himself to uncovering investment gems in his country of birth. Through Serkland Invest, Omid is raising capital to invest in sectors like FMCG and pharmaceuticals in Iran. With this kind of experience, there’s so much to learn from him about investing in tough places. Join us on this episode of Magic Markets to learn more about Iran, a country you probably [...]

Magic Markets Ep67: Investing in tough places2022-03-17T02:16:49+02:00

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