Pfizer has not yet accrued the32 COVID infections for its 1st interim analysis: The fact that Pfizer’s first interim has not been triggered suggests the participants enrolled in the trial may have lower exposure to COVID-19 compared to the general population and/or reported COVID infections overestimating the rate of symptomatic infections. We adjusted our assumptions on the infection rate in…
Lead Biotech Analysts Updates Vaccine Forecast
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Corrections and Convictions
Seth Golden, , Research Reports, 0
Somewhere’s in the recess of my childhood memories I can now hear Count Dracula from Sesame Street saying, “1...
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Bed Bath & Beyond Reports A Continued Gross Margin Contraction, But Beats Q4 Expectations
Seth Golden, , Research Reports, 0
Late in 2016 and after Bed Bath & Beyond (BBBY) reported their Q3 2016 results I authored a detailed analysis of...
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Fitbit Retrenches: The Bottoming Phase For A Hardware Company
Seth Golden, , Research Reports, 0
“You want the truth; you can’t handle the truth”! I have been covering Fitbit (FIT) since January of 2016....
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Coronavirus Correction
Seth Golden, , Research Reports, 0
The bounce back in markets this past week was quite telegraphed in the historical data we presented in the...
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Weekly State of the Market
Seth Golden, , Research Reports, 0
Top 5 Reasons We Hear From Investors for Being/Becoming Bearish on Equities “Wake me up when these are bigger...
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Weekly State of the Market: Day 188 Without 5% Correction
Seth Golden, , Research Reports, 0
“Everyone has the brain power to make money in stocks. Not everyone has the stomach.” ~Peter Lynch To review...
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BofA GPS: Global Proprietary Signals The weight of the evidence
Seth Golden, , Research Reports, 0
Key takeaways Soft landing (47% Bearish signals vs 58% in Sep-22), but still below-trend outlook; mfg take-off unlikely before...
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The Leuthold Group: Non-confirmation Of New Highs?
Seth Golden, , Research Reports, 0
The Major Trend Index was unchanged at a High Neutral reading of +1 in the week ended March 1st....
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