goodbyclunky Yesterday
$QCOM disappointing it's not doing wellQCOM--Savings-Valuable-265 Yesterday
Does this change my 5-year QCOM thesis?
wcchurning Yesterday
In semis, how does QCOM’s miss compare to NVDA and AMD growth? Is this just memory cycle softness or broader demand?
Shakyhedgehog Yesterday
Reading this, it sounds like QCOM missed guidance and growth was softer than expected, even if revenue was okay. Feels like investors want faster growth, and the market’s getting frustrated.
goodbyclunky 06/07
$NVAX The Verdict: It's a "Turnkey" Phase 3 Asset Management’s verbal tightrope—refusing to say "this guarantees approval" while still pushing its big partner value—is smart. If they claim it's 100% on its own, it sets a risky expectation for Wall Street, and if the FDA asks for even a small extra safety group, the stock tanks. But if they say it's just a regular exploratory phase, they lose their edge in licensing talks. By gathering safety data from over 9,000 patients and running formal lot-consistency tests, Novavax has built a ready-to-go asset. Whether they file it themselves or hand it off to a big pharma partner to finish it, the data is designed to meet regulatory standards, not textbook requirements. I think we'll hear about our CIC progress and get news on a partner.NVAX--Scroll to load more

