Adobe names Chakravarthy CEO as Narayen steps to executive chair
Adobe's board has named Anil Chakravarthy president and chief executive officer effective December 1, 2026, replacing Shantanu Narayen, who
Evidence Sheet: Regeneron Pharmaceuticals (REGN)
The standing BullScope yardsticks for Regeneron Pharmaceuticals, computed from official filings and refreshed with each new edition.
Phibro Animal Health: The Margin Comeback That the Stock Has Not Fully Priced
Two years ago, Phibro Animal Health was earning six cents a share on a billion dollars of sales. That is...
Halozyme: The Royalty Machine Trading at a Premium to Its Own History
Six years ago, Halozyme Therapeutics was a mid-sized biotech with a clever idea and a thin income statement. The idea...
Amgen: The Stock Is Priced for a Future the Filings Haven’t Promised Yet
For most of the past decade, Amgen was a reliable but slow-moving machine: a biotech giant that grew revenues at...
Evidence Sheet: Viatris (VTRS)
The standing BullScope yardsticks for Viatris, computed from official filings and refreshed with each new edition.
Eli Lilly: The Quarter That Kept Building
Three years ago, Eli Lilly was a steady, mid-sized drug company earning about 21 cents on every dollar of sales....
Evidence Sheet: Merck & Co (MRK)
The standing BullScope yardsticks for Merck & Co, computed from official filings and refreshed with each new edition.
Merck Is Printing Money and Losing Money at the Same Time. Both Are True.
A trailing price-to-earnings ratio of 120 sits next to a price-to-sales ratio near its highest point in a decade. Those...
Jobs Surge, Prices Linger: The Economy Is Sending Two Messages at Once
For most of 2025, the American labor market looked like it was running out of road. Job gains were thin,...
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.