海外研报

DB--Expecting a Seasonally Calm F1Q with Gusts of OCI

Consistent with typical seasonality, F1Q looks to have been a relatively quiet quarter and the focus going into results next Monday will again be on the pace of new OCI

GS--EASD Day 1 takeaways - long acting insulin

The key focus areas for day 1 of EASD were the (1) updated data for the weeklyinsulin therapies from Novo Nordisk and Eli Lilly (covered by Chris Shibutani), (2)

GS--Procore Technologies Inc. (PCOR): Communacopia + Technology Conference 2024 — Key Takeaways

Presenter(s): We hosted Procore’s CFO Howard Fu as part of our Communacopia +Technology conference.

USB--Focus on alpha opportunities in muted macro backdrop

• China’s macro data for August largely disappointedto the downside again across consumption,