Articles

Positive Outlook For J&J’s Multiple Myeloma Portfolio Following Latest Regulatory Developments

Pharmaceuticals / United States / Tue 27 Feb, 2024

Key View

  • Recent positive regulatory developments in Europe and the US will enhance J&J’s multiple myeloma drug portfolio. 
  • J&J’s multiple myeloma drug, Carvykti, will outperform Bristol-Myers Squibb’s Abecma, its closest competitor, further strengthening J&J’s oncology business.
  • The FDA’s growing caution of CAR T-cell therapies will pose
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DRC-Rwanda Conflict Scenarios: Large-Scale Conflict Remains Unlikely, But Rapprochement Not On The Cards

Country Risk / Congo, Dem. Rep. / Mon 26 Feb, 2024

Key View

  • We anticipate that tensions between Rwanda and the Democratic Republic of the Congo (DRC) will remain elevated in the near term, but we maintain our core view that direct conflict between Rwandan and Congolese forces is unlikely.
  • Less likely scenarios include limited conflict between the two states, as well as a broader regional
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Far-Right Best Positioned Going Into Austrian Elections

Country Risk / Austria / Mon 26 Feb, 2024

Key View 

  • Political stability ahead of the elections in Austria will persist, especially now that early elections seem to be off the table. 
  • The far-right Freedom of Austria Party continues to hold the best chances to win the general election, though coalition negotiations will proof a challenge for the right-wing populist party.
  • We thus
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