Sanofi ( SNY ) presented new late-breaking phase 3 data showing its experimental eczema drug amlitelimab met key efficacy endpoints in atopic dermatitis, reinforcing plans for global regulatory filings . Across the COAST 1, COAST 2, and SHORE phase 3 studies, amlitelimab, dosed either Q4W or Q12W, showed progressively increasing efficacy, with no evidence of plateau at Week 24 across endpoints, th...
Sanofi ( SNY ) presented new late-breaking phase 3 data showing its experimental eczema drug amlitelimab met key efficacy endpoints in atopic dermatitis, reinforcing plans for global regulatory filings . Across the COAST 1, COAST 2, and SHORE phase 3 studies, amlitelimab, dosed either Q4W or Q12W, showed progressively increasing efficacy, with no evidence of plateau at Week 24 across endpoints, the company said. Data reinforce the potential for Q12W dosing from the start. “Despite current medicines, a critical medical gap remains for moderate-to-severe atopic dermatitis patients and additional treatment options are needed,” said Eric Simpson, MD, Professor of Dermatology and Director of Clinical Research at Oregon Health & Science University. “These data, which show that amlitelimab delivers potentially progressive efficacy over time, further illustrate the potential of non-T cell depleting OX40L inhibition to help reduce disease severity and burdensome symptoms with less frequent dosing.” More on Sanofi Dupixent's Impact On Sanofi: A Quantitative Projection Of Its Revenue Need Growing EPS And Dividends? Prescribe Sanofi Sanofi: CEO Leaves With Project Rejuvenation Unfinished, But Stock Undervalued Sanofi replaces CEO Paul Hudson, names Belén Garijo as successor Sanofi anticipates profitable growth to continue over at least five years
John M. Chase/iStock Unreleased via Getty Images Introduction Compared to the broader market ( SPX ), Saylor-led Strategy Inc. ( MSTR ) has performed poorly since the beginning of 2026. Data by YCharts My first coverage appeared on December 19, 2025, rating the stock a Sell. Since then, MSTR is down around 23%. During the sharp selloff, however, it briefly dropped to an overall decline of 36%. SA ...
John M. Chase/iStock Unreleased via Getty Images Introduction Compared to the broader market ( SPX ), Saylor-led Strategy Inc. ( MSTR ) has performed poorly since the beginning of 2026. Data by YCharts My first coverage appeared on December 19, 2025, rating the stock a Sell. Since then, MSTR is down around 23%. During the sharp selloff, however, it briefly dropped to an overall decline of 36%. SA In this piece, I am arguing why I believe that Strategy continues to be headed for further downside in the near term and briefly why that very downside is likely going to present a buying opportunity. Let's dive in. Developments My previous thesis on MSTR was the following: In my view, MSTR today looks like a sell, but there are also arguments for a Hold, because: 1. Current losses were mostly due to de-correlation. If Bitcoin ( BTC-USD ) prices decline further, MSTR has that much further downside plus a downside rerating in NAV premium. 2. Bitcoin prices could be closing in on a local, potential multi-year top, according to cycle theory. 3. Their now lower mNAV and a broken cycle theory could lead to a rebound from here. From that point on, Bitcoin prices have continued to decline, having dropped around 25%. Indeed, we have also seen Bitcoin have a slight rebound from around the time of my article until early January. It gained nearly 13%, before getting rejected at the 50-week moving average, a level that has offered strong support multiple times during the 2024/2025 bull market, and getting sent lower, forming a lower low and establishing a downtrend on the higher time frames, arguably starting the bear market, often referred to as "crypto winter". Having topped out in Q4 2025, the post-halving year, is also consistent with every previous cycle. No top indicators have been swept. Nearly all of that is due to the fact that price did not appreciate as much as at previous cycles' highs, even in proportion. In my opinion, however, this can be largely attributed to the fact t...
Wise Plc is rolling out everyday bank accounts in the UK as it seeks to take up more market share from longtime banks and other fintechs. The London-based money transfer company is launching an account that will hold money and pay out a 3.26% variable interest rate on balances, according to a statement Monday. Customers will also be able to sign up for direct debit for recurring payments. The fint...
Wise Plc is rolling out everyday bank accounts in the UK as it seeks to take up more market share from longtime banks and other fintechs. The London-based money transfer company is launching an account that will hold money and pay out a 3.26% variable interest rate on balances, according to a statement Monday. Customers will also be able to sign up for direct debit for recurring payments. The fintech firm, known for its cheap foreign exchange offerings, is expanding its digital banking services in an increasingly crowded market. Monzo Bank Ltd. on Friday said it had 15 million personal and business customers in the UK, while Revolut Ltd. has 13 million and recently received its UK banking license. “This is also what is very important to us: that our customers are not only spending but also holding and growing money with us,” Chief Finance Officer Emmanuel Thomassin said in an interview. Wise currently holds an electronic-money license in the UK, which authorizes payment services but not lending. Its existing features allow users to hold, move and spend money in as many as 40 currencies abroad using the mid-market rate. Yet Wise has been looking for more go-aheads from regulators. Last year, it applied to be a directly regulated bank in the US, after announcing plans to shift its primary stock listing from London to the US. Wise is still waiting for a decision on that application. Wise is also opening a physical branch on London’s Oxford Street for two weeks to encourage account sign-ups and advertise its new offering. Wise reported cross-border volume of £47.4 billion in the quarter ended Dec. 31, up 25% year-over-year. The firm’s active customers grew to 15.6 million globally in fiscal 2025, with holdings totaling £27.5 billion at the end of last year. Customers are coming to Wise from “tier one banks” to access fast services, such as payments in less than 20 seconds, according to Thomassin. Jefferies Financial Group Inc. analysts wrote in a note last week customer...
The impact of the rupee’s depreciation on India’s economy will likely be mixed, with the country’s import bill expected to be higher while export competitiveness may improve, a junior finance minister said. The overall effect on economic growth and the current account deficit would depend on the “evolving trajectory of various macroeconomic parameters,” Pankaj Chaudhary said in a written reply to ...
The impact of the rupee’s depreciation on India’s economy will likely be mixed, with the country’s import bill expected to be higher while export competitiveness may improve, a junior finance minister said. The overall effect on economic growth and the current account deficit would depend on the “evolving trajectory of various macroeconomic parameters,” Pankaj Chaudhary said in a written reply to lawmakers Monday. The rupee has slumped more than 5% against the dollar so far this year, the worst performer among emerging markets, as surging oil prices put pressure on the current account deficit. India is the third-largest crude importer in the world and has been one of the most exposed economies to higher prices and gas shortages triggered by the Iran war. The central bank has taken aggressive steps to halt the rupee’s slide, running down foreign-exchange reserves and taking dramatic steps late last week to curb speculation in the foreign-exchange market. Chaudhary said the rupee is market determined, with no specific level or range targeted. The Reserve Bank of India regularly monitors the foreign exchange market and “intervenes in situations of excess volatility,” he said. Foreign exchange reserves are comfortable and can cover 11.2 months of goods imports, he said. Separately, Chaudhary said the government is closely monitoring the impact of the Middle East conflict on India’s economy. The economy has stable macroeconomic fundamentals and the government has taken a series of measures to support exports, enhance LPG production and support the balance of payments, he said. “The overall impact of the ongoing conflict will depend on the evolving global situation, including the duration and intensity of the conflict,” he said.
Science and Nature are among the world’s most prestigious journals, which most scientists strive to publish in but never will. By the age of 30, quantum physicist Zhu Zijie had already published in both with significant discoveries on the behaviour of cold atoms. After graduating from Peking University, he went to the Swiss Federal Institute of Technology Zurich (ETH Zurich) – Albert Einstein’s al...
Science and Nature are among the world’s most prestigious journals, which most scientists strive to publish in but never will. By the age of 30, quantum physicist Zhu Zijie had already published in both with significant discoveries on the behaviour of cold atoms. After graduating from Peking University, he went to the Swiss Federal Institute of Technology Zurich (ETH Zurich) – Albert Einstein’s alma mater – for graduate studies and stayed there as a postdoctoral researcher for over a year. In...