Equity Research
William Blair research analyst Sami Corwin was quoted in biopharma sector publication BioCentury following the earnings call for Allogene Therapeutics, whose stock soared on positive test news.
The company’s recent lymphoma drug test’s result “significantly increases the probability of success in a blockbuster market opportunity,” Corwin wrote in a note to investors that was cited by the publication.
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As geopolitical tensions persist and inflation concerns resurface, equity markets remain resilient while bond markets signal a more cautious outlook. Richard de Chazal unpacks what’s driving this divergence, the durability of the U.S. consumer, and why quality may be coming back into focus.
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