Avsnitt 600 - Snabbvisit i börshimlen
Summary
Phil and Kill discuss recent market volatility, highlighting Nanexa’s major GLP-1 deal with Novo Nordisk and Moderna, and analyzing Unicure’s mixed four-year data for Huntington’s disease. They also cover the impact of Brazil’s sudden online betting ban on Kambi and the ongoing geopolitical tensions involving Trump, Xi, and Iran. The episode concludes with a look at Swedish government formation and interest rate dynamics ahead of US midterms.
Topics discussed
Episode 600 intro and Bahamas setting
Weekly recap: UN meetings and Unicure crash
Sponsor segment: Robomarkets and TradingView
Nanexa GLP-1 deal and Camurus comparison
Novo Nordisk pipeline and IR strategy
Unicure FDA approval expectations and price action
Unicure 4-year data analysis and TFC metrics
Unicure trading strategy and panic selling
Biotech sector trends and hedge fund dynamics
Brazil betting ban and Kambi stock impact
Better Collective and US state gambling laws
Booli, Hemnet, and Nyr competition
US-Iran tensions and oil supply concerns
Oil price analysis and Trump midterms strategy
Crypto market movements and interest rates
Swedish government formation and election odds
Closing thoughts and final trading tips
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