Company Research
$SCPH CVR – 75% There
As a reminder, DKI owned scPharma because we were positive on its product Furoscix as well as the likely approval of its autoinjector. We thought the company would be acquired. It was purchased last year by MannKind for cash and a contingent value right (CVR). For more details on the CVR, check out the post … Read more
Intel ($INTC) – 2Q ’26 Results
Intel announced fantastic 2Q results after the close today. Revenue of $16.1B was up 25% and crushed analyst estimates of $14.5B. Prior guidance had been for $13.8B – $14.8B. Adjusted EPS of $.42 was also far above analyst estimates of $.22. Prior guidance had been for $.20. Gross margin of 40.4% was above last year’s … Read more