Alpha-hunting lab | Investing | When Data Aligns with Strategy, Success Ensues | Disclaimer: Not investment advice. Tweets are for informational purposes only.
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With Lula in office, the market has stopped pricing in SELIC cuts. Yesterday I re-entered $PAGS at $7.59.
Teva Pharmaceutical Industries Limited (TEVA) Q3 2026 Earnings Call Transcript $TEVA $ALVO
"Now, I remain very optimistic about the future of our generics business, and one of the main reasons for confidence is the growth rate is really around our rapidly expanding biosimilar portfolio pipeline.
Now if I move on to this, you will see this clearly on this slide. It’s one of the fastest-growing biosimilar businesses we have there. We set out to achieve $800 million of sales by 2027. Well, I’m in a position to tell you today that we are going to do that in 2026, a year ahead of schedule.
At the same time, we’re expanding our portfolio from nine assets in 2024 to 15 today, and potentially 18 in 2027. But it’s worth noting, this is not simply about adding assets.
We’re deliberately shifting our portfolio towards biosimilar, an increasingly important growth driver for our generics business. What’s important, it’s not just about the portfolio, it’s how we execute it.
As you can see, three out of the five U.S. biosimilars are ranked number one, while in Europe, we are building leading positions across several important markets. If you go onto the next slide, we’re going to continue on this journey, expanding our portfolio and bringing these biosimilars to markets in both the U.S. and Europe."
Ever walked at the lowest point on Earth?
Walk with me along the Dead Sea, ISRAEL: still, glowing water, the desert, and the mountains of Jordan on the horizon.
youtube.com/watch?v=dsrqqCj0…
#Israel #Bibi
I sold $PAGS just in time. If its shares fall to $8 today, I'll reopen my long position.
ALLKA Research retweeted
DEAD SEA to JERUSALEM 🇮🇱 | This 4K Drive Looks Unreal | Lo-Fi
youtube.com/watch?v=wg1uaohB…
#Israel #DeadSea
Nothing will stop $PBR.
$PBR $BAK Wow. The U.S. SPR inventory situation is looking rather dire.
📍Apr 03, 2026 — 413.3M
📍Apr 10, 2026 — 409.2M
📍Apr 17, 2026 — 405.0M
📍Apr 24, 2026 — 397.9M
📍May 01, 2026 — 392.7M
📍May 08, 2026 — 384.1M
📍May 15, 2026 — 374.2M
📍May 22, 2026 — 365.1M
📍May 29, 2026 — 357.1M
📍Jun 05, 2026 — 349.2M
📍Jun 12, 2026 — 340.3M
By tomorrow I'll try to find information on which Asian countries are close to 'tank bottoms'.
On Friday I'll publish a new article about Braskem on Substack.
#OOTT
ALLKA Research retweeted
Dead Sea to Jerusalem | Through the West Bank | 4K ASMR | No Talking, No Music | Real Engine Sound
youtube.com/watch?v=XP96y8fX…
#Israel #WestBank
So.
Key information about $LEGN Carvykti and clinical trials from $JNJ's Q3 earnings call.
⬇ Comments below.
Despite Mr. Market saying LEGEND has no future, $LEGN shares are trading near the bottom.
|🚨 #BREAKING |
But what do we see?
✅ Carvykti [ciltacabtagene autoleucel] sales grew 35.5% YoY and 8.1% QoQ to $710 million.
Meanwhile, its competitors showed equally strong performance?
🟥 Talvey [talquetamab] sales grew 40.2% YoY but fell 1.7% QoQ to $171 million.
🟥 Tecvayli [teclistamab] sales grew 76.3% YoY and 20% QoQ to $312 million.
🟥 Darzalex/Darzalex Faspro [daratumumab] sales grew 15.4% YoY and 0.8% QoQ to $4,239 million.
Tom Cavanagh, Executive Vice President, Worldwide Chairman, Innovative Medicine, Johnson & Johnson.
$JNJ
$LEGN CONT.
"So there’s becoming more familiarity with the product and access to the product and excitement about it, predominantly due to the unmatched overall survival as early as line 2 of therapy that we see in versus standard of care.
So we’re already educating healthcare providers on the product and how they can utilize it earlier."
Tom Cavanagh, Executive Vice President, Worldwide Chairman, Innovative Medicine, Johnson & Johnson.
$JNJ
$LEGN CONT.
"Some of the education that is centered around is appropriate patient selection, and the earlier the better, as well as proper bridging, getting the patients to the highest level MRD negativity to be effectively treated with CARVYKTI."
Despite Mr. Market saying LEGEND has no future, $LEGN shares are trading near the bottom.
|🚨 #BREAKING |
But what do we see?
✅ Carvykti [ciltacabtagene autoleucel] sales grew 35.5% YoY and 8.1% QoQ to $710 million.
Meanwhile, its competitors showed equally strong performance?
🟥 Talvey [talquetamab] sales grew 40.2% YoY but fell 1.7% QoQ to $171 million.
🟥 Tecvayli [teclistamab] sales grew 76.3% YoY and 20% QoQ to $312 million.
🟥 Darzalex/Darzalex Faspro [daratumumab] sales grew 15.4% YoY and 0.8% QoQ to $4,239 million.
Braskem $BAK, I have a feeling Trump and Bibi are going to start a war against Iran soon. Are you ready?
Johnson & Johnson announced today that a Type II variation for CARVYKTI (ciltacabtagene autoleucel; cilta-cel) has been approved for reimbursement in Ireland. $LEGN $JNJ
LINK: imt.ie/news/healthcare-news/…
🇧🇷 BRAZIL just handed the market a catalyst.
Flávio Bolsonaro finished first in round one with 47.03% vs. Lula's 45.16%, and the runoff is set for October 25.
Why this matters for $STNE $PAGS: Brazilian equities have long traded on political risk.
A market-friendlier outcome could mean a tailwind for the real, lower risk premiums, and renewed foreign interest in Brazil fintech, and PagSeguro is a high-beta way to play that.
If the momentum carries into the runoff, a retest of $13 is on my radar.
