biogen
First on CNBC: CNBC Transcript: Biogen Inc (NASDAQ:BIIB) CEO Michel Vounatsos Speaks with CNBC’s “Power Lunch” today, discussing FDA’s approval of its Alzheimer’s drug. Q1 2021 hedge fund letters, conferences and more WHEN: Today, Monday, June 7 WHERE: CNBC’s “Power Lunch” Biogen CEO On FDA Approval For Its Alzheimer’s DrugAll references must be sourced to CNBC. MEG TIRRELL: Kelly, thanks so much. Michel Vounatsos joins us now, the news of the week, the year, this is huge. Michel, the first Alzheimer’s drug approved in 18 years. The first ever to potentially slow the course of the disease but ...
ValueWalk
Del Principe O’Brien Financial Advisors commentary for the month ended March 2021, discussing their portfolio holdings and their recent investment in Biogen Inc (NASDAQ:BIIB). Q1 2021 hedge fund letters, conferences and more Dear Fellow Investors, “There's nothing particularly earth-shattering about what we try to do. We believe the market often misprices stocks due to neglect, emotion, misinterpretation or myopia, so our value-add comes from bottom-up stock selection. We're trying to buy at low prices relative to our current estimate of intrinsic value and we want to believe that intrinsic va...
ValueWalk
Fairpointe Mid-Cap Composite commentary for the fourth quarter ended December 31, 2021. Q4 2020 hedge fund letters, conferences and more We See Benefits from Continued Market RotationThe trends in market rotation that we discussed recently have continued and have been positive for our stocks. After several years of markets being dominated by growth, momentum, and passive investing, we have seen a reset back to fundamental value-based investing. The pandemic in 2020 resulted in disruption to growth in economies around the world. With the availability of vaccines, attractively valued companies t...
ValueWalk
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