The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
| The best operating asset in pharma trading at a price that already imputes a $150B+ obesity TAM — own it on the franchise and the orforglipron/retatrutide optionality, but size for a multiple that compresses from ~30x forward as the price war and TAM-skeptic camp grind on the narrative. | — | 1 | |
| Metsera is no longer an investable equity — Pfizer closed the buyout at $65.60 cash on 13-Nov-2025; the only live instrument is the non-transferable CVR (up to $20.65/sh on three obesity-approval milestones), realistically worth a fraction of par, and the durable trade is the read-through to PFE/NVO/LLY and the amylin thesis, not MTSR. | — | 0 | |
| A fallen-angel GLP-1 franchise trading at a generic-pharma multiple on a still-growing branded book — but the de-rating is a verdict on durability (Lilly's tirzepatide is structurally better, semaglutide's US patent cliff is 2031–32), and the cheapness is only a buy if the oral-Wegovy ramp and the amycretin pipeline can defend share before exclusivity breaks. | — | 1 | |
| A cash-gushing CF monopoly priced for a successful four-engine diversification (pain, renal, gene therapy, diabetes) that is, so far, only one-third proven — own the moat, underwrite the pipeline at a discount. | — | 1 |