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Research Type: Policy & Legal
In the TikTok Kerfuffle, Politics Will Win Out over National Security
Policy & Legal, Research
Policy to win out over national security concerns in TikTok debate...
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Hydrogen Update: Will Treasury Exclude Existing Nukes & Renewables?
Policy & Legal, Research
We believe 2023 will be a foundational year for clean hydrogen development in the U.S., with two important federal issues on the horizon...
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Glaukos (GKOS): Pipeline Policy Pathway
Policy & Legal, Research
Following Glaukos’ (GKOS) earnings report, attention now turns to the regulatory...
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Axonics (AXNX): Competition Coding Questions
Policy & Legal, Research
AXNX competitive pressures manageable following AMA disclosure...
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Gas Utilities: The Pilot Light is Beginning to Flicker
Policy & Legal, Research
Gas utilities are facing increasing challenges to their rate base growth due to a host of policy factors...
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States and Utilities Helping Each Other Out
Policy & Legal, Research
Likely winners from Minnesota’s new law adopting a 100% clean energy mandate by 2040...
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Shockwave (SWAV): Volatility Ahead?
Policy & Legal, Research
No more than 50% odds to CMS forestalling an implied facility cut of 25%+ for SWAV's IVL procedures...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Policy & Legal, Research
Path forward emerges for MSFT proposed acquisition of ATVI...
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Johnson & Johnson (JNJ): Texas Two-Step Takes a Spill
Policy & Legal, Research
Johnson & Johnson (JNJ: Talc Bankruptcy Opinion and Implications
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ENSG, BKD, OHI, SBRA: Two Key SNF Headwinds Amassing This Spring
Policy & Legal, Research
Skilled nursing facilities face two key headwinds in ongoing recovery...
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