CF Industries Holdings, Inc.
Memory content in servers is growing at a double digit rate while SDD penetration remains less than one-third, and autonomous driving should spur an exponential increase in memory content
In the interim, Greg Covino, Biogen’s Chief Accounting Officer, will serve as the Company’s interim Principal Financial Officer
The conversations centered on the key new companion animal (CA) products (Apoquel, Cytopoint, Simparica), moving parts of the outlook for the rest of the year, margin expansion runway and capital deployment priorities
BAML now views Lialda as potential upside to EPS given the possibility of slower generic erosion than the firm assumes
On stock, the firm believes timelines may prove aggressive but don't doubt progress will occur which may be enough