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Summary Circadian rhythms- the 24-hour routines that control our cells- offer a compelling analogy to economic cycles in the healthcare...

Summary Beam therapeutics (BEAM) is an overvalued  and highly speculative biotech firm . The asymmetry between its high-risk research...

Summary Pfizer (PFE) is an undervalued biopharmaceutical giant currently trading at ~2x sales. This pitch argues for a long position with...