Healthcare
18 Aug, 2025
Healthcare Sector Analysis - August 2025
🎯 Executive Summary & Investment Thesis Core Thesis Healthcare sector offers compelling defensive positioning with modest valuation discount, driven by aging population demographics providin
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16 Jul, 2025
Hims & Hers Health Inc (HIMS) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis HIMS represents a compelling direct-to-consumer telehealth platform executing exceptional 69.4% revenue growth while achieving profitability
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02 Jul, 2025
Biogen Inc. (BIIB) - Fundamental Analysis
🎯 Investment Thesis & Recommendation Core Thesis BIIB represents a compelling transformation story trading at a significant discount, transitioning from a declining MS franchise to an Alzhei
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