Regeneron Pharmaceuticals, Inc. (REGN) - Gabelli Research Analyst Jing He (3-1-2018) Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript: Hi. My name is Jing He and I’m a biotech analyst at Gabelli. We are recommending a Buy on Regeneron Pharmaceuticals with a 2019 PMV of 442 dollars per share. The company has 115 million shares out, closed at $321, market cap $36.8 billion, net cash $2.9 billion and total enterprise value $33.9 billion. Recently, the shares are trading at near a 52-week low, due to concerns on competition of its key drug, Eylea. We believe Eylea will maintain its dominant position in retinal market. Novartis’ brolucizumab won’t enter the market until late 2019 and will initially compete only in the well-penetrated AMD market. The other competitor, Roche’s bispecific RG7716 needs to prove that its efficacy and safety in Phase 2 will hold in a larger and longer-term Phase 3 trial. Regeneron’s Dupixent had a strong launch in 2017 despite administrative hurdles from payers. We expect it to become a blockbuster drug in 2018, as Regeneron and partner Sanofi improve their commercial execution. Near-term catalysts include readout of Praluent’s outcomes trial in March, and ceMiplimab’s approval in mid-2018.
⚠️ Vote David Guetta #1 on DJ Mag TOP 100 DJ : http://bit.ly/GuettaMag2018 Download the album #Listen and the single Hey Mama on iTunes http://smarturl.it/guettalistendeluxe Download the remixes on iTunes: http://smarturl.it/DavidGuettaHeyMama Download the remixes on Beatport: https://pro.beatport.com/release/hey-mama-remixes-ep/1527829 Including remixes by Afrojack, GLOWINTHEDARK, Noodles, Club Killers, Modern Machines, DJ LBR Download the TuneMoji® App for iPhone & send FREE music GIFs: http://bit.ly/TuneMoji1TuCWWR HEY MAMA (FEAT NICKI MINAJ, BEBE REXHA & AFROJACK) (David Guetta, Giorgio Tuinfort, Nick Van de Wall, Ester Dean, Bebe Rexha, Sean Douglas, Nicki Minaj) Produced by David Guetta, Afrojack & Giorgio Tuinfort. Co-Produced by Ester Dean Publishers: What A Publishing Ltd ; Piano Songs / BMG Talpa Music B.V. (BUMA) / Sony ATV (BMI) ; Warner-Tamerlane Publishing Corp. (BMI) & Eastman Pond Publishing (BMI) ; Damn Dat Music admin by Universal Music Publishing; BMG Platinum Songs/Kiss Me If You Can Music (BMI) All Rights Administered By BMG Rights Management (US) LLC ; DLG Publishing/BMG Talpa Music B.V.; O. Maraj Publishing Co: Harajuku Barbie Music/Money Mack Music/Songs of Universal, Inc.(BMI). All instruments & programming by David Guetta & Giorgio Tuinfort. Additional Instruments & Programming by Afrojack. Brass Arrangement : Jel Jongen & Giorgio Tuinfort. Brass : The Jay Horns. Trumpet : Serge Plume. Trombone : Jel Jongen. Recorded by Jel Jongen at Jay Sound Studio Hilversum, Netherlands & by Aubry «Big Juice» Delaine and Daniel Zaidenstadt at MSR studios NYC and EKAS studios Santa Monica, CA, assisted by Dan Fyfe and Todd Bergman. Vocals Engineers: Daniel Zaidenstadt, Ryan Gladieux. Vocals mixed by Rutger «Rutti» Kroese. Assisted by Jeremia Jones. Mixed by Afrojack & Rutger «Rutti» Kroese at Afrojack Studio’s Leersum, Netherlands & Cruise Control Studio’s Amsterdam, Netherlands. Nicki Minaj appears courtesy of Young Money Entertainment / Cash Money Records / Universal Motown records. Bebe Rexha appears courtesy of Warner Bros. Records Inc. (P) & (C) 2014 What A Music Ltd, Under Exclusive Licence to Parlophone/Warner Music France, a Warner Music Group Company http://www.davidguetta.com http://facebook.com/DavidGuetta http://www.twitter.com/DavidGuetta http://www.instagram.com/davidguetta
A Bug’s Death New Antibiotics for Superbugs - Gabelli Analyst Kevin Kedra (4-5-2018) http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript: The emergence of multi-drug resistant bacteria, or so-called superbugs, is becoming a global public health crisis. The CDC estimates that these superbugs infect 2 million Americans each year, leading to 23,000 deaths. New antibiotics are needed to treat these infections, and we expect to see an influx of potentially 6 new approvals over the next 18 months. Most of these upcoming approvals, along with the two approved in 2017, are coming from a handful of small biotech companies. These companies – Achaogen, Melinta Therapeutics, Motif Bio, Nabriva Therapeutics, Paratek Pharmaceuticals, and Tetraphase Pharmaceuticals – could see a wave of consolidation and deal activity that will leverage commercial infrastructures, extract cost synergies, and de-risk product portfolios with multiple antibiotics. Our favorite names in the antibiotic sector are Achaogen and Paratek. We expect both companies to gain FDA approval of their respective antibiotics, plazomicin and eravacycline, later this year, and believe that sales of each antibiotic could surpass $100 million by 2021. Achaogen trades at $13 per share, and we estimate a 2019 PMV of $18 per share. Paratek also trades at $13 per share and we estimate a 2019 PMV of $24 per share.
Here is what is going on with Antares Pharma, and why it will be a big long term winner
Loading rolls of trash bags. Single rolls to double rolls. Hot melt sealing with flap foding at dwell for square ends. Machine speeds to 45 cpm.
At the gate, you leave everyday life behind. That's why people travel to Beaver Creek, Colorado from all over the world, and many make it a tradition. The drama of rock and sky, the sheer grandeur of this place, is one reason. That it is North America's World Cup mountain is another.
Gabelli Research Analyst John Tinker discusses Live Nation Entertainment, Inc. (Nasdaq: LYV) http://www.Gabelli.com Invest with Us 1-800-GABELLI (800-422-3554) http://facebook.com/gabellitv GabelliTV Transcript:Hi, my name is John Tinker and I’m recommending Live Nation. Live is a flywheel built around the world’s largest promotorwith 28000 concerts annually, attended by 85 million fans in 40 countries; its management company has over 350 artists, and Ticketmaster sells 484 Million tickets annually for 12,000 clients with about 1/3rd global share. Live’s scale is hard to replicate. Demand is driven by millennials (and their parents) wanting experiences: a concert allows a fan to financially support ( at a reasonable $83 an event ) their band (rather than the record company), at an event with a crowd dynamic and noise that creates an immersive experience with the band feeding back the energy. Supply is provided by bands who need to tour. Live spends over $5 billion annually producing concerts which makes them the largest financial partner to musicians and is more than individual record companies, Spotify or U-tube. Live’s relationship with content, who still have the leverage and decide who their partner is, provides a moat, especially against companies like Amazon. Additional Growth drivers include Ticketmaster pricing more efficiently by charging more at the front of the house and less at the back. Ticketmaster’s verified fan program cuts out bots buying tickets within seconds and reselling them at higher scalped prices. Sponsorship, especially at festivals, is attractive for advertiser seeking an engaged audience. In summary, Live Nation is a unique play which we recommend with an estimated 2018/19 PMV of $46/$51 per share
A work-along version of the spreadsheet can be found here: http://wp.me/P1TVs6-B In this video I walk you though how to set up and solve a logistics problem in Microsoft Excel using the Solver Add-In. The goal is to utilize the firm's shipping lanes in a manner that minimizes shipping costs while meeting warehouse demand. However, the shipping arcs in this problem carry capacity constraints. Some product ships direct and some product passes through a distribution center. It will be out job to meet those constraints at the lowest possible cost. This problem comes from the book "Introduction to Management Science 3/e" by Hiller and Hiller. For my complete video library organized by playlist, please go to my video page here: http://www.youtube.com/user/BCFoltz/videos?flow=list&view=1&live_view=500&sort=dd