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Michael Yee
Senior Pharma and Biotech Analyst, UBS
Винрейт
100.0%
доходность
+1.3%
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Лонг
01 сен
$148.47
+0.9%
Yee is super bullish on Merck because it is transforming from an old sleepy pharma with a big patent cliff into a growth company, which he thinks supports multiple expansion. He points to multiple upcoming portfolio catalysts, including the Merck-Moderna cancer vaccine and a new ADC/sac-TMT cancer drug later this year.
Фарма и биотех
Лонг
01 сен
$205.80
+2.5%
Yee also likes Revolution Medicines. Its breakthrough pancreatic cancer drug is continuing to make a big impact in lung cancer, making it another major story and an attractive way to play the pharma innovation theme.
Фарма и биотех
Лонг
01 сен
$162.50
+0.5%
Michael Yee says UBS has been quite bullish on pharma/biotech because drug pricing negotiations are reasonable rather than dramatic overhauls, removing policy overhang and uncertainty. He also sees strong M&A, underappreciated R&D and innovation, cheap valuations, and charts starting to break out, with the group potentially acting as an anti-AI trade.
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У Michael Yee на Buzzberg отслеживается 3 торговых идей по 3 тикерам с сентября 2026. Чаще всего покрывает: MRK, XBI, RVMD.
