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Wall Street's top analysts see stocks like Dropbox and Lumentum as compelling opportunities

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Your weekend brief: Wall Street's top analysts see stocks like Dropbox and Lumentum as compelling opportunities

, indicating significant upside potential of over 70%. He notes that the LianBio partnership should expand BridgeBio's global reach into China, the second-largest pharma market in the world.

Aside from the deal, Selvaraju sees "multiple catalysts across an extensive portfolio." He expects rapid regulatory progress with two New Drug Applications - most notably for BBP-870 for the treatment of patients with MoCD Type A, a rare condition characterized by brain dysfunction. "We are upgrading to Outperform on attractive valuation, stable-to- improving trends, and the company's decision related to Board refresh & buybacks" she wrote on August 11. At the same time, Khajuria boosted her JCOMhas recently remained at depressed levels largely due to coronavirus-related uncertainties and downside pressure from intra- Q short report. That said, we believe these two overhangs have largely been cleared up and we are now constructive.

 

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Trading wouldn't be something I'm interested in. More mega-deals 😉 I haven't good any feedback on the potential 5g deal yet. Larry Fink said 7% I believe.

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