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August PDUFA Calendar

August PDUFA Calendar

Policy & Legal, Research
August will be a busy month for FDA approvals with unofficially 22 applications...
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Durbin 2.0: Senate NDAA & Credit Routing

Durbin 2.0: Senate NDAA & Credit Routing

Policy & Legal, Research
It is déjà vu all over again: Investors should be prepared for noise renewed around...
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(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

(T, VZ, FYBR, LUMN) Telco Shares Hit by a Lead Pipe; Is it Warranted?

Policy & Legal, Research
The recent Wall Street Journal expose’ on the dangers of lead in old, discarded...
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Mountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25

Mountain Valley Pipeline: Emergency Petition Filed, Response Due Tuesday, July 25

Policy & Legal, Research
Update on the Mountain Valley Pipeline.
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Shockwave (SWAV): No Higher Rates For Now

Shockwave (SWAV): No Higher Rates For Now

Policy & Legal, Research
In omitting any narrative discussion of Shockwave’s (SWAV) coronary lithotripsy device..
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FDA Action on Aspartame Unlikely

FDA Action on Aspartame Unlikely

Policy & Legal, Research
Recent reports that the World Health Organization (WHO) will reclassify aspartame...
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[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

[CVS, CI, UNH, ELV, HUM]: PBM Policy Noise and Concerns

Policy & Legal, Research
The House Education and Workforce Committee markup of four healthcare bills and the reported...
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A Brief Assessment of Vistra/Energy Harbor

A Brief Assessment of Vistra/Energy Harbor

Policy & Legal, Research
We believe that the odds favor Vistra (VST) receiving FERC approval...
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(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine

Policy & Legal, Research
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Oil & Gas: What to Watch in July

Oil & Gas: What to Watch in July

Policy & Legal, Research
In July we check in on court case proceedings regarding Enbridge’s (ENB) Line 5...
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