The Cashflow Memo
Shownotes
In this episode, the Telltales team discusses the latest developments in healthcare, technology, and energy. They analyze key exhibits, dive into company-specific news, and explore the potential implications of regulatory changes and AI advancements.
[00:00:00] Intro Mike welcomes listeners to the Telltales podcast, where the team brings the Cash Flow Memo every week, diving deep into energy, technology, and healthcare.
[00:00:50] Exhibit C: WORLD OIL SUPPLY / DEMAND Hunt discusses the potential impact of sanctions against Russia and Iran on oil prices, noting the wide range of possibilities due to surplus capacity and weak demand growth.
[00:02:26] Exhibit B: US GAS DEMAND / SUPPLY The team expects weaker natural gas pricing during the shoulder months between winter and summer air conditioning demand.
[00:03:14] Exhibit A: US GOV'T REVENUES AND EXPENSES Hunt emphasizes the need for a spending plan that reduces the budget deficit, particularly in the "all other" category, which includes healthcare spending.
[00:06:22] Healthcare Updates Jason discusses the layoffs at Health and Human Services, potential changes to pharmaceutical advertising and the SNAP program, and the debate surrounding NIH grant overhead funding.
[00:16:30] Vertex's Type 1 Diabetes Setback (Page 15) The team analyzes Vertex's setback in its phase 2 study for a type 1 diabetes treatment that aimed to eliminate the need for immunosuppressants.
[00:19:09] Harrow's Dry Eye Market Strategy (Page 20) Jason examines Harrow's earnings, the impact of their "Access for All" program on prescription prices, and the company's efforts to capture a larger share of the dry eye market.
[00:27:02] Coreweave IPO (Page 3) Mike discusses the Coreweave IPO and its high rating among GPU clouds, highlighting the company's unique implementation of the Nvidia stack.
[00:29:41] Microsoft's AI Strategy (Page 1) The team explores Microsoft's approach to integrating AI into its Office suite and the potential implications for the future of work.
VRTX 0.00%↑ HROW 0.00%↑ AAPL 0.00%↑ MSFT 0.00%↑ NVDA 0.00%↑ CRWV 0.00%↑
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