April 25, 2022 | AAPL, ABBV, AMZN, BMY, CMG, Daily JAM, FB, GOOG, Morning Briefing, MSFT, PYPL |
Going into this earnings season, the hope was that strong, surprisingly strong perhaps, earnings from the big growth stocks would put a stop to the selling. Earnings would be strong enough to convince investors that the market wasn’t over-valued since at these growth rates stocks would be seen to be quick growing into current extended valuations That hasn’t exactly worked so far. But this week the earnings story from growth stocks hits its stride. If the companies reporting this week can’t make the case for growth stock earnings, there probably isn’t a growth stock story to be made in the light of Federal Reserve interest rate increases, supply chain disruptions, and fears of a recession.
December 6, 2021 | BMY, Daily JAM, Jubak Picks, Stock Alerts |
As I noted in my posts over the weekend, I think that along with all the general volatility and the rotation away from high moment and higher price-to-earnings ratio technology stocks, the last week or so saw a rotation into “safe” haven stocks such as utilities and Big Pharma. Which is one of the reason I’m adding Bristol-Myers stock to my Jubak Picks Portfolio as of December 7
January 15, 2020 | Daily JAM, NKTR, Stock Alerts |
Yesterday an advisory joint committee at the U.S. Food & Drug Administration voted to reject Nektar's application for its new non-addictive opioid NKTR-181. The thinking--my thinking--was that the committee had structured the vote so that the most likely outcome...
February 26, 2019 | Daily JAM, Morning Briefing, MRK, PFE |
The format was familiar: Seven CEOs sit in front of a Senate Committee probing their industry's business practices. But whereas a Congressional hearing a decade ago marked a key moment in what was a costly public reckoning for the tobacco industry, today's hearing...
January 8, 2019 | Daily JAM, INCY, IONS, NKTR |
Last week the biotech sector seemed in freewill. Bristol Myers Squibb (BMY) had made a deal to buy Celgene (CELG) at a whopping 54% premium to Wednesday's close and the sector dropped on the news. The prevailing theory was that the deal removed one hungry big drug...
November 26, 2018 | Daily JAM, Notes You Need |
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don't justify a full post. I've decided to start compiling these notes here each day in a kind of running mini blog that I'm calling Notes...
June 5, 2018 | Daily JAM, NKTR, Stock Alerts, Volatility |
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February 14, 2018 | Daily JAM, NKTR, Stock Alerts |
In the deal announced today Bristol-Myers Squibb (BMY) pays Nektar Therapeutics $1 billion upfront, $850 million for stock valued at a price of $102 a share, and a potential $1.78 billlion in milestone payments in exchange for access to NKTR 214, a drug candidate still in trials and that has shown the ability to extend the range of Bristol-Myers Opdivo
April 24, 2017 | Daily JAM, Stock Alerts |
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February 27, 2017 | Daily JAM, Stock Alerts |
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November 15, 2016 | BMY, Stock Alerts |
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November 14, 2016 | ACAD, BMY, Daily JAM, INCY, OGXI |
To subscribe to JAM you need to fill in some details below including, ahem, some info on how you'll pay us. A subscription is $199 (although if you're subscribing with one of our special offers it will be lower) for a year for ongoing and continuing access to the...
