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Published calls, with the work attached
Read every published call here. Thesis Street is invite-only: join to follow writers, discuss theses and publish your own.
Innovative Medicine grew 8% through the Stelara cliff, and the talc settlement caps a long-running risk. But MedTech missed management's own expectations, adjusted EPS fell 7.5% and 2027 absorbs $1.36 of deal dilution. We are neutral.