Regeneron secures $1 billion upfront and profit-share deal with Sanofi on four new antibodies
Regeneron and Sanofi have expanded their 17-year collaboration to co-develop and co-commercialize four new long-acting antibodies targeting
Half the Price, Twice the Story: What Insmed’s Numbers Actually Say
A year ago, Insmed traded above $210. Today it sits near $105, cut in half, even as the company just...
Opko Health: A $1.46 Stock Priced Like a Winner, Filing Like a Turnaround in Progress
Before anything else The filed numbers show a company whose revenue has fallen roughly two-thirds from its 2020 peak, is...
AbbVie’s October Surprise: A $216 Million Charge and a Pipeline That Keeps Growing Anyway
Two numbers filed within days of each other tell opposite stories about the same company. On October 5, 2026, AbbVie...
29,000 Jobs and 3.4% Inflation: Two Numbers That Cannot Both Be Right
For most of the past two years, the Federal Reserve's problem was simple to state and hard to solve: the...
Evidence Sheet: Arcutis Biotherapeutics (ARQT)
The standing BullScope yardsticks for Arcutis Biotherapeutics, computed from official filings and refreshed with each new edition.
TGTX: The Drug Is Working. The Question Is What the Market Has Already Priced In.
Three years ago, TG Therapeutics had almost no revenue and a stock that traded mostly on hope. Today it has...
Ultragenyx: A Stock at Its Cheapest in a Decade, and the One Number That Explains Why
The stock trades at $15.22. The company is guiding toward its first profitable year. Two FDA approvals landed in the...
Supernus: Revenue Up 32%, Earnings Negative. One Quarter Holds Both Facts.
The gist of it The Q2 2026 10-Q shows Supernus growing revenue at its fastest pace in years while simultaneously...
Nike revenue falls 4 percent as Greater China and direct sales weaken; company cuts fiscal 2027 outlook to high-single-digit decline
Nike's first quarter revenue dropped 4 percent to $11.2 billion, driven by declines in Greater China and a 13 percent...
BullScope is an evidence-first investment research publication. Every note starts in the filings: what companies actually report, what the market assumes, and where the two disagree. We read the numbers so you can read the story. Not investment advice.