Insights
Notes, research, and analysis on healthcare equity.
Viridian Therapeutics (NASDAQ:VRDN) — Research Report
A blended 70/30 rNPV-and-multiples valuation of VRDN's TED franchise (veligrotug IV; VRDN-003 SC) and FcRn portfolio, with Monte Carlo scenarios across Disaster through Aggressive cases.
K-means Classification and Comparable Company Analysis in Drug Manufacturers – General (Healthcare Sector)
Clustering large-cap pharma names by valuation multiples and growth, then deriving peer-implied equity values for AMGN and JNJ within their cluster.
Amgen Inc.: Comparable Company Analysis for Enhanced Valuation Insights
A market-based Comparable Company Analysis for AMGN across EV/EBITDA, EV/Earnings, and P/E, paired with a DCF sensitivity to WACC and terminal growth.
Healthcare Equity Research: In-Depth Market Capitalization Analysis and Sector Insights
Market-cap distribution across 13 healthcare subsectors — from Drug Manufacturers and Biotechnology down to Medical Specialties — plus the sector's top 20 companies and where innovation and growth are concentrated.
DCF Valuation of Amgen Inc.: Uncovering Long-Term Value and Growth Potential
A full DCF for Amgen — historical financials 2009–2023, FCF projection at 1.71% CAGR, WACC of 6.55%, and a sensitivity heatmap across WACC and terminal growth.
Comprehensive Analysis of the Healthcare Sector: Performance, Trends, and Financial Insights
YTD performance of healthcare relative to other sectors (global and U.S.), plus a breakdown of U.S. medical sub-industries by market cap, valuation multiples, and dividend yield.
Amgen's Growth Playbook: Unveiling Key Drivers and Future Trends in Biopharmaceuticals
Product-level review of Amgen's portfolio from 2016 to 2023 — legacy biologics (ENBREL) facing biosimilar pressure alongside growth engines like Prolia, Evenity, Blincyto, and Tepezza.