Visible Alpha

From benchmarking and back testing to signal generation and comparative analysis, Visible Alpha Insights empowers researchers and analysts with the tools they need to make informed decisions. Discover more: https://okt.to/OsZ6FJ

With AI-exposed revenues expected to rise to nearly $780 billion by the end of 2025, our AI Monitor is a must-have resource for investment professionals looking to uncover growth opportunities and identify emerging leaders in the fast-evolving AI landscape. Stay ahead of the competition and discover how our AI Monitor can enhance your investment strategies! Read the full press release for more details: https://okt.to/dnx5B9

When the market takes unexpected turns, having access to comprehensive and insightful data can make all the difference. With Visible Alpha, you gain granular insights, equipping you to see what others can't. Learn more: https://okt.to/M7sPgu

The pharmaceutical industry faces ongoing challenges as the average drug development cost has increased by 15%, to now exceed $2 billion among leading biopharma companies. The industry grapples with rapid, complex drug launches, increased competition, and delayed ROI, with about half of the leading companies missing their earnings guidance this year. These challenges highlight the need for precise financial forecasting, strategic data-driven decisions, and a comprehensive understanding of market views on individual drugs. Our latest eBook, 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗶𝗻𝗴 𝗣𝗵𝗮𝗿𝗺𝗮𝗰𝗲𝘂𝘁𝗶𝗰𝗮𝗹 𝗮𝗻𝗱 𝗕𝗶𝗼𝘁𝗲𝗰𝗵 𝗔𝗻𝗮𝗹𝘆𝘀𝗶𝘀, offers actionable insights on how you can Identify new opportunities, evaluate market competitiveness, gauge market expectations, analyze historical data, access forward-looking estimates, and conduct rapid financial analysis at the drug level. Want to learn more about how you can evolve your biopharma financial analysis? Download our eBook today: https://okt.to/EN32iv

Valuation benchmarking can consume hours each week, leaving investment professionals with little time for other workflows. Save precious time and make data-driven decisions with confidence using the 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 𝗳𝗲𝗮𝘁𝘂𝗿𝗲 for Visible Alpha Insights. Using the Valuations feature, you gain the ability to easily: 𝗖𝗼𝗺𝗽𝗮𝗿𝗲 𝗩𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀: Analyze a company‘s valuation against industry peers using customizable tables and charts. 𝗩𝗶𝗲𝘄 𝗚𝗔𝗔𝗣 𝘃𝘀. 𝗡𝗼𝗻-𝗚𝗔𝗔𝗣 𝗠𝗲𝘁𝗿𝗶𝗰𝘀: Ensure accuracy with GAAP and non-GAAP values, access detailed audit trails, and highlight GAAP-based metrics for a more comprehensive view. 𝗖𝘂𝘀𝘁𝗼𝗺𝗶𝘇𝗲 𝗥𝗮𝘁𝗶𝗼𝘀: Select from a wide range of ratios to add depth to your analysis, with the ability to display up to 20 ratios at a time. Want to learn more? Visit: https://okt.to/6uaUTp

Visible Alpha helps equity research teams demonstrate their unique value and know where they stand against consensus. Here’s how. Schedule a demo today: https://okt.to/vWxBwP

Visible Alpha’s 𝗧𝗮𝗿𝗴𝗲𝘁 𝗣𝗿𝗶𝗰𝗲 & 𝗥𝗮𝘁𝗶𝗻𝗴𝘀 feature empowers you to more easily determine market sentiment–and any underlying drivers–toward specific companies or industry peer groups. This tool is invaluable for Sell-Side, Buy-Side, and Corporate professionals alike, providing a clear overview of broker expectations and market positioning. Currently, we offer two distinct ways to explore this valuable dataset, including: 𝗧𝗵𝗲 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝘃𝗶𝗲𝘄, which focuses on a single company, providing an easy-to-read overview of all brokers covering a company and their expectations for the company’s performance. 𝗧𝗵𝗲 𝗩𝘀. 𝗣𝗲𝗲𝗿𝘀 𝘃𝗶𝗲𝘄, which allows you to compare detailed, consensus-level target price & ratings metrics across up to 50 of a company’s industry peers. Ready to try it out for yourself? Schedule a demo today: https://okt.to/9HIYuQ

Tracking sudden changes to key financial line items can be challenging, but with the 𝗖𝗼𝗺𝗽𝗮𝗻𝘆 𝗮𝗻𝗱 𝗟𝗶𝗻𝗲 𝗜𝘁𝗲𝗺 𝗠𝗼𝗻𝗶𝘁𝗼𝗿 feature for Visible Alpha Insights, you can easily stay ahead of the metrics you value most. Discover the power of the Company and Line Item Monitor: 𝗖𝗼𝗻𝗳𝗶𝗴𝘂𝗿𝗲 𝗮𝗹𝗲𝗿𝘁𝘀 for whenever there is a change to a specific line item you monitor over a particular threshold. 𝗩𝗶𝗲𝘄 𝘁𝗵𝗲 𝗹𝗶𝗻𝗲 𝗶𝘁𝗲𝗺𝘀 𝗺𝗼𝘀𝘁 𝗶𝗺𝗽𝗼𝗿𝘁𝗮𝗻𝘁 𝘁𝗼 𝘆𝗼𝘂 in a dashboard available on individual Company Pages. 𝗢𝗯𝘀𝗲𝗿𝘃𝗲 𝗿𝗲𝗰𝗲𝗻𝘁 𝘁𝗿𝗲𝗻𝗱𝘀, 𝗱𝗶𝘀𝘁𝗿𝗶𝗯𝘂𝘁𝗶𝗼𝗻𝘀 𝗼𝗳 𝗲𝘀𝘁𝗶𝗺𝗮𝘁𝗲𝘀, 𝗮𝗻𝗱 𝗿𝗲𝘃𝗶𝘀𝗶𝗼𝗻𝘀 over time for monitored line items. Learn more: https://okt.to/yqUTIY

We’re thrilled to announce that our latest enhancement, 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗯𝘆 𝗜𝗻𝗱𝗶𝗰𝗮𝘁𝗶𝗼𝗻, is now live on Visible Alpha BioPharma! Why This Matters: 𝗠𝗮𝗿𝗸𝗲𝘁 𝗦𝗶𝘇𝗶𝗻𝗴: Access accurate market sizes for specific indications with a comprehensive “Total” line showcasing total market revenue. 𝗗𝗿𝘂𝗴 𝗙𝗼𝗿𝗲𝗰𝗮𝘀𝘁𝗶𝗻𝗴: Utilize detailed revenue by indication data for precise drug forecasts. 𝗖𝗼𝗺𝗽𝗲𝘁𝗶𝘁𝗶𝘃𝗲 𝗜𝗻𝘁𝗲𝗹𝗹𝗶𝗴𝗲𝗻𝗰𝗲: Benefit from improved sorting and accuracy with indication-specific revenues, and easily identify drug market share with our new “% of Total” view. Ready to see it in action? Schedule a demo today! https://okt.to/m0d6N9

"August is traditionally a lower liquidity month so it's exacerbating some of the turbulence that we are seeing. Volatility is likely to continue given that markets really do not have conviction in terms of where expectations are going and what the macro backdrop is going to look like.” Our Head of TMT Research, Melissa Otto, CFA shared these thoughts with BBC News. She also highlighted the impact of monetary policy ahead of Wednesday’s CPI print and discussed whether the recent market panic is over or the concerns about a recession are still on traders’ minds.