Bloomberg Intelligence's Anand Srinivasan, Geetha Ranganathan, Woo Jin Ho, Anurag Rana, Amine Bensaid, Julie Chariell and Mandeep Singh discuss some of the latest developments in technology, media and telecommunications, including litigation and policy matters. In the spotlight are NFL deals' double-edged sword for TV affiliates, prospects for Arista's 2021 rebound beyond cloud, the potential for faster IT spending to boost growth at Microsoft and Salesforce, Peloton's M&A boost, MercadoLibre' LatAm e-commerce rise and sweet spot for Fintech dominance, Internet valuations given reopenings and the shifting of ad budgets, and Micron's better positioning to buy Kioxia than Western Digital should the IPO fall through.

TMT Research Bi-Weekly, Apr, 1: BI Cal

Drug-pricing legislation could face a Senate vote as early as this week. Democrats are making final touches on the bill, which could include polices aimed at lowering prices and out-of-pocket costs for insulin. The drug-pricing provisions would be implemented in 2026 with a handful of Part D drugs, and could encompass 60 Part B and D drugs by 2029, Duane Wright explains.
The Bloomberg Intelligence Biopharma Research & Catalysts Weekly Call, hosted by Analyst Marc Engelsgjerd, brings together our pharmaceutical, biotech, litigation and policy analysts to review major themes and developments. Updates on the patent battle between Bausch and Norwich over Norwich’s proposed Xifaxan generic were given by Tish Walker, expecting a written opinion from the judge shortly after the proposed final judgement is filed, with appeals by both parties to the Federal Circuit expected to follow. Engelsgjerd gives his take on Amgen’s intention to acquire ChemoCentryx, Alynlam’s high-profile Apollo-B win and the adenosine receptor oncology pipeline. Also discussed: Sam Fazeli’s Covid survey of US/UK residents, and Max Nisen’s initiation of coverage on Novavax, which comes after the launch of its first commercial product after over 30 years of effort, providing an alternative to mRNA Covid vaccines. Grace Guo closed out the call with next week’s catalysts.

Bio-Pharma Research & Catalysts Weekly, Aug. 4: BI Call

The Bloomberg Intelligence US TMT weekly call, hosted by Senior Telecom Analyst John Butler, brings together our technology, media, telecommunications, litigation, and policy analysts to share their views on major themes and developments. Click here to see slides accompanying the call. 

This week’s agenda includes: 

Geetha Ranganathan - To offer thoughts on how Paramount and Warner Bros. Discovery could reap $1 Billion in ad sales during March madness. 

Kevin Near - To discuss his belief that Stubhub’s post-IPO valuation could range from $6-$13 billion based on BI calculations.

Anurag Rana - To discuss how ServiceNow’s high US government exposure could dent 2026 sales growth. 

Niraj Patel - To discuss a potential impact from DOGE on the $344 billion US application software market. 

Charles Shum - To discuss TSMC’s role in Nvidia’s co-packaged optics. 

Jake Silverman - To summarize his key takeaways on Lumentum and Coherent after launching coverage on these names.

Paramount Ads, Stubhub Valuation, ServiceNow Risks: US TMT Call

Download: http://uploaded.net/file/s1uleec4

Thomas Gold - Live @ Ultra Music Festival 2013 UMF (Miami) - 24.03.2013

The Bloomberg Intelligence Bio-Pharma Research & Catalysts Weekly call, hosted by Pharma analyst Michael Shah, brings together BI's Pharmaceutical, Biotech and Policy analysts to discuss major themes and developments. This week's agenda includes: Washington Policy Update (Brian Rye); ASH Highlights: J&J/Genmab Data Lead; Vaccine Update: Astra and Pfizer Data (Sam Fazeli); Biotech ASH Highlights; 2021 Biotech Outlook (Marc Engelsgjerd); Tirzepatide Data Maintains Lilly's Challenge to Novo; AbbVie Ulcerative Colitis Data Favorable(Michael Shah); Next Week's Catalysts (Grace Guo).

12/10/2020

Bio-Pharma Research & Catalysts Weekly, December 10: BI Call

Tanvir Sandhu, Chief FICC Derivatives Strategist for Bloomberg Intelligence, joins host Ira Jersey (BI Chief U.S. Interest Rate Strategist) to discuss U.S. interest rate volatility. Sandhu discusses how central bank action has kept, and likely will keep, global implied volatility low. He also goes into detail as to why rate volatility spiked in March and why it's unlikely to increase in 2021. On Fun Fed Facts, BI U.S. Interest Rate Associate Strategist Angelo Manolatos and Jersey discuss the December Federal Open Market Committee meeting. They examine the Fed's decision to avoid extending the maturities of its purchases, what it may mean for the future, and how fiscal stimulus might force a tweak to a key interest rate.

Macro Matters - U.S. Rate Volatility, December 17, 2020

The Bloomberg Intelligence TMT bi-weekly call, hosted by Semiconductors & Tech Hardware Senior Analyst Anand Srinivasan, brings together BI’s Technology, Media, Telecommunications, Litigation and Policy analysts to discuss major themes and developments. This week’s agenda includes: Top Neobanks Can Gain Share and Narrow Losses in 2021 (Julie Chariell), Disney in Streaming Stratosphere on Path to 350 Million, Profits (Geetha Ranganathan), Airbnb Post-Virus Share Key for IPO Amid High Online Penetration (Matthew Martino), Salesforce-Slack Deal Could Spur More Stock-Based Acquisitions (Anurag Rana), Universal Display Dials Up 2021 OLED Brightness - Company Outlook (Woo Jin Ho), Chip Breadth, Cost, Inventory Boost TI Above Consensus - BI Focus (Anand Srinivasan).Related tickers:
0604939D US (Social Finance Inc)
1399660D US (Varo Money Inc)
ABNB US (Airbnb Inc)
ADI US (Analog Devices Inc)
BKNG US (Booking Holdings Inc)
CRM US (salesforce.com Inc)
DIS US (Walt Disney Co/The)
GS US (Goldman Sachs Group Inc/The)
MCHP US (Microchip Technology Inc)
MSFT US (Microsoft Corp)
NFLX US (Netflix Inc)
OLED US (Universal Display Corp)
SHOP CN (Shopify Inc)
SQ US (Square Inc)
TXN US (Texas Instruments Inc)

Paramount Ads, Stubhub Valuation, ServiceNow Risks: US TMT Call

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