CharlieAJA/iStock via Getty Images Viatris ( VTRS ) is scheduled to report first-quarter earnings results on Thursday, May 7, before the market opens. Investors and analysts will be watching for signs of stabilization across its generics and branded drugs portfolio amid continued pricing pressure in the pharmaceutical sector. Wall Street expects the Pennsylvania-based drugmaker to post earnings of...
CharlieAJA/iStock via Getty Images Viatris ( VTRS ) is scheduled to report first-quarter earnings results on Thursday, May 7, before the market opens. Investors and analysts will be watching for signs of stabilization across its generics and branded drugs portfolio amid continued pricing pressure in the pharmaceutical sector. Wall Street expects the Pennsylvania-based drugmaker to post earnings of $0.50 per share , flat from the year-ago period, on revenue of $3.36B, representing a 3.4% year-over-year increase. Over the past two years, Viatris has beaten EPS estimates 75% of the time and topped revenue expectations in 75% of quarterly reports, suggesting a relatively consistent track record of outperforming consensus forecasts. Analyst sentiment has turned relatively cautious heading into the print. Over the past three months, EPS estimates have seen four downward revisions and no upward revisions , while revenue estimates recorded two upward revisions against one downward revision. In focus will be the company’s progress in reshaping its portfolio, debt reduction efforts, and performance across key legacy brands and complex generics. Updates around biosimilars, new product launches, and margin trends could also influence sentiment. The report comes as Viatris continues navigating a challenging environment marked by generic drug pricing pressure, currency fluctuations, and broader healthcare sector uncertainties. The Xanax maker reported largely unchanged generics revenue in Q4, amid competition for certain products in North America. Its Brands division generated ~8% Y/Y growth driven by strength in Greater China and Emerging Markets. Viatris managed to improve its adjusted gross margin to 56.8% in 2025 from 56.3% in 2024, while its adjusted EPS slipped in the year . More on Viatris Viatris Inc. (VTRS) Discusses Long-Term Growth Outlook and Portfolio Strategy Across Generics, Established Brands and Innovative Medicines Transcript Viatris Inc. (VTRS) Discusses Long-T...
In this article SHEL SHEL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:59 02:59 This oil stock stands out as traffic in the Strait of Hormuz remains halted Options Action While the broader market grapples with geopolitical instability, Shell plc (SHEL) , along with other large integrated oil companies, have benefited from higher oil prices and should warrant investor attention...
In this article SHEL SHEL Follow your favorite stocks CREATE FREE ACCOUNT watch now VIDEO 2:59 02:59 This oil stock stands out as traffic in the Strait of Hormuz remains halted Options Action While the broader market grapples with geopolitical instability, Shell plc (SHEL) , along with other large integrated oil companies, have benefited from higher oil prices and should warrant investor attention. Despite the dual blockades by both Iran and the US currently roiling the Strait of Hormuz — the most significant energy supply disruption in modern history — Shell's integrated model and massive trading arm are positioned to thrive. Even if ongoing negotiations lead to a de-escalation, the logistical backlog will take quarters to unwind, keeping energy prices structurally supported, to say nothing of the need to replenish strategic petroleum reserves; an important insurance policy as the world has now been painfully reminded. For investors looking to harvest yield from this environment, I'm targeting a moderately bullish income play. The Trade: Short Cash-Secured Put Action: Sell the June 85 Puts Credit Received: Approximately $1.75(~2% of the strike price) Probability of Profit: >70% Standstill Yield: Just over 17% annualized Degree of difficulty: Intermediate The effective closure of the Strait of Hormuz since late February has removed millions of barrels from the daily global supply. While diplomatic efforts are underway, shipping insurance remains at prohibitive levels. This "higher-for-longer" pricing environment for Brent crude directly feeds Shell's Upstream and Integrated Gas margins. Even a "peace pivot" won't immediately refill global inventories, providing a solid floor for the stock. The company just completed its latest $3.5 billion share buyback program as of May 1st. Given the substantial free cash flow (FCF) generated by high realization prices, management is widely expected to announce a fresh buyback tranche during the upcoming earnings call. Coupled wit...
Starmer is determined to see his five-year term through, even if it’s not what the country or the party wants 'Twas the night before the elections, when all through No 10, not a creature was stirring, not even a hen. Mainly because Downing Street had come to the conclusion that letting Keir Starmer loose on the campaign trail was a surefire way to lose votes. Canvassers from all over the country h...
Starmer is determined to see his five-year term through, even if it’s not what the country or the party wants 'Twas the night before the elections, when all through No 10, not a creature was stirring, not even a hen. Mainly because Downing Street had come to the conclusion that letting Keir Starmer loose on the campaign trail was a surefire way to lose votes. Canvassers from all over the country had confirmed what the polls were saying. That the prime minister was kryptonite to Labour’s chances. Mention his name to voters and people would turn their heads away. Some even made the sign of the cross. It was out of sight, out of mind. The less everyone saw of Keir, the more they decided they liked him. The new dialectics. Keir functioned best as an abstract idea, rather than as a living person. Continue reading...
jirkaejc/iStock via Getty Images By Christopher Gannatti, CFA Global Head of Research, and Dovile Silenskyte Director, Digital Assets Research at WisdomTree in Europe Bitcoin and gold are responding to the same forces. The ratio tells you which one the market is favoring right now. Before asking where Bitcoin’s price is going, or where gold’s price is going, ask something more useful: What should ...
jirkaejc/iStock via Getty Images By Christopher Gannatti, CFA Global Head of Research, and Dovile Silenskyte Director, Digital Assets Research at WisdomTree in Europe Bitcoin and gold are responding to the same forces. The ratio tells you which one the market is favoring right now. Before asking where Bitcoin’s price is going, or where gold’s price is going, ask something more useful: What should the relationship between these two assets look like, given everything happening in the world right now? And then ask: Is that actually what we're seeing? These questions, deceptively simple, are the foundation of a model we have built. It’s called the Bitcoin in Gold model, or BiG for short. It doesn't predict a Bitcoin price. It doesn’t predict a Bitcoin price or a gold price. What it does is considerably more interesting, and understanding how it works may change the way you think about both assets. Why a Ratio? The idea of comparing two assets as a ratio, rather than tracking each one individually, isn’t new. Investors have followed the gold-to-silver ratio for decades, and it specifically measures how many ounces of silver it takes to buy one ounce of gold. Shifts in that ratio have historically told investors something meaningful about relative demand for each metal. 1 When the ratio gets very high, silver looks historically cheap relative to gold. When it compresses, the opposite is true. The ratio doesn’t tell you that gold is definitely going up or silver is definitely going down; it tells you something about the relationship between them, which can be every bit as actionable. Bitcoin and gold, it turns out, are well-suited to this kind of comparative analysis, for a specific reason: They respond to many of the same underlying forces, just with different intensities. Both are what you might call monetary assets, which is to say they’re not claims on a company’s earnings; they don’t pay dividends, and much of their perceived value comes from their role as stores of v...
Despite Health Secretary Robert F. Kennedy's pledge to provide "radical transparency," the agencies under his control continue to suppress scientific research that conflicts with his anti-vaccine agenda. On Tuesday, The New York Times reported confirmation from the Department of Health and Human Services that the Food and Drug Administration had blocked the publication of studies showing the safet...
Despite Health Secretary Robert F. Kennedy's pledge to provide "radical transparency," the agencies under his control continue to suppress scientific research that conflicts with his anti-vaccine agenda. On Tuesday, The New York Times reported confirmation from the Department of Health and Human Services that the Food and Drug Administration had blocked the publication of studies showing the safety and efficacy of vaccines against COVID-19 and shingles . The revelation follows a report from The Washington Post last month that the Centers for Disease Control and Prevention scrapped a scientifically vetted study previously scheduled for publication that found COVID-19 vaccines sharply cut the risk of emergency care and hospitalization among healthy adults. The study was ultimately rejected by Kennedy's acting CDC director, who claimed to have concerns about the study's methodology. Similarly at the FDA, two studies on COVID-19 vaccines by agency scientists were accepted for publication at medical journals, according to the Times. But unnamed FDA officials directed the agency scientists to withdraw the studies. While a preliminary abstract of one of the studies presented at a conference last fall remains online, the Times obtained a copy of the full manuscript, the conclusion of which reads, "Given the available evidence, FDA continues to conclude the benefits of vaccination outweigh the risks." Read full article Comments
Getty Images BigBear.ai Holdings, Inc. ( BBAI ) just reported its Q1 numbers to a lackluster reception. I thought I’d go through the numbers in more depth and give some comments on what the company needs to do to entice me in the future, because right now, I am not convinced. Numbers In Depth Revenues came in essentially flat at $34.4m, which beat estimates by $840k (-1% y/y). Army programs were t...
Getty Images BigBear.ai Holdings, Inc. ( BBAI ) just reported its Q1 numbers to a lackluster reception. I thought I’d go through the numbers in more depth and give some comments on what the company needs to do to entice me in the future, because right now, I am not convinced. Numbers In Depth Revenues came in essentially flat at $34.4m, which beat estimates by $840k (-1% y/y). Army programs were the main culprit for such a lackluster performance, which offset Ask Sage revenues tremendously. The company doesn’t disclose any revenue breakdown, so we cannot look into that any further. Another key performance metric that is essential to look at is the company’s backlog and how it progressed over the last year, as well as sequentially. Backlog is up 14% sequentially to $281.9m, which was primarily driven by a single large contract, to the tune of $53m. The most recent backlog number is increasing sequentially; it is still down around 27% y/y. The last time the company even reported backlog numbers was back in Q3 ’25, when they were at $376m. I don’t like it when management is not transparent about some of the critical points of the results, but I understand why. It went down considerably, and it may be coming back up, unless it was just a fluke. If the company doesn’t report next quarter, it’s a pretty good telltale sign that the backlog declined once again. Going over BBAI’s efficiency and profitability, we can see that the management is highlighting the increase in the overall gross margins of a whopping 1,278 basis points. Gross margins went from 21.3% to 34%. That is a very good improvement, which is due to increased volume from Ask Sage’s high-margin products, like its GenAI platform and other related products. It’s a bit odd that the most progress the company saw in operations was due to an acquisition of Ask Sage back in November-December of last year, 2025. I suppose if internal operations aren’t as impressive, then make them more impressive through inorganic mea...
imaginima/iStock via Getty Images PJM Interconnection, the largest power grid operator in the United States, said Wednesday it is weighing a series of market overhauls that could fundamentally change how electricity is priced and procured across its network, as demand from data centers threatens to outpace available supply, Reuters reported. The organization’s wholesale markets span 13 states acro...
imaginima/iStock via Getty Images PJM Interconnection, the largest power grid operator in the United States, said Wednesday it is weighing a series of market overhauls that could fundamentally change how electricity is priced and procured across its network, as demand from data centers threatens to outpace available supply, Reuters reported. The organization’s wholesale markets span 13 states across the Mid-Atlantic and Midwest, setting electricity prices for about 20% of the U.S. population. Those markets also play a central role in determining where new power plants are built and how reliably electricity is delivered, particularly in regions that have become major hubs for data centers. PJM is exploring changes after capacity prices surged to record levels, driven largely by a wave of new data center projects seeking connections to the grid. Chief Operating Officer Stu Bresler said the pace of demand growth is unlike anything typically seen in the utility sector, describing it as a sharp acceleration that stands in stark contrast to the industry’s usual steadiness and more reminiscent of historic periods of rapid industrial expansion, Reuters reported. Capacity markets, typically set through annual auctions, are PJM’s primary mechanism for ensuring enough electricity is available during peak demand periods. While elevated prices are designed to incentivize new generation, supply has not been coming online quickly enough. PJM has warned that the region could face a power shortfall as soon as 2027. At the same time, higher electricity costs for households and small businesses have drawn increasing political attention, prompting scrutiny of PJM’s operations and pricing mechanisms. Earlier this year, PJM’s board directed staff to evaluate alternatives to the current market design. On Wednesday, the operator outlined three potential paths forward, each placing greater emphasis on long-term contracts compared with today’s more short-term approach. One option would requi...
With her eye on No 10, the former deputy PM is apparently shedding bad habits. But isn’t a proudly imperfect leader just what we need? Angela Rayner, the former deputy prime minister, is the bookmakers’ favourite to be Keir Starmer’s successor. She is also someone who has recently given up vaping , according to the government minister Steve Reed, who had dinner with her at the weekend and told Sky...
With her eye on No 10, the former deputy PM is apparently shedding bad habits. But isn’t a proudly imperfect leader just what we need? Angela Rayner, the former deputy prime minister, is the bookmakers’ favourite to be Keir Starmer’s successor. She is also someone who has recently given up vaping , according to the government minister Steve Reed, who had dinner with her at the weekend and told Sky News about it. These two facts about her – wanting to be PM and quitting vaping – are almost certainly connected. Plainly, giving up vaping is preparation for the highest office. Rayner loves vaping: who can forget that fabulous photo of her, in the middle of the tax turmoil that led to her resignation last year, vaping in a dinghy off Brighton beach ? You can get away with a huge amount of vaping as a middle-aged woman, owing to your fabled cloak of invisibility. I have vaped in committee room 10 in the House of Commons. I have vaped in the middle of an interview about whether or not vaping is bad for you. But I draw the line at vaping in the middle of the actual sea. Zoe Williams is a Guardian columnist Do you have an opinion on the issues raised in this article? If you would like to submit a response of up to 300 words by email to be considered for publication in our letters section, please click here . Continue reading...