While pricing erosion remains a challenge for generic APIs, new opportunities for generic molecules will unfold in FY26. A lot of drug developments held up during COVID-19 are now getting fast-tracked ...
We initiated a position in JFrog Ltd., a leading provider of software tools. Click here for our brief thesis on FROG stock.
In the coming quarters, performance in the areas of animal health, followed by formulations and crop science chemicals, can ...
This reduction in sales led to decreasing gross margin (single figures in 2020, 2021 and 2022 compared to mid-teens in a normal year) and negative operating income. Starting as they were with a ...
stock climbed 1.5% in Thursday premarket trading after Raymond James upgraded the bank to Outperform from Market Perform on its prospects for producing positive operating leverage in 2025 and 2026.
The bank expects to grow 2025 total revenue by 3% to 5% with positive operating leverage of over 200 basis points, mostly in line with our expectations. We view expense discipline as a key part of ...
来自MSN9 个月
Combo of capital heavy & capital light biz to drive operating leverage, margin expansion ...But that is something the management worked upon in the last five-six years is driving operating leverage in our traditional business, in our iconic assets, by implementing and executing on ...
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