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Trey Thoelcke

Big Pharma’s 5 Hottest Biotech Hunting Grounds: Meet the Category Leaders

Biotech dealmaking accelerated heading into the JPM 2026 Healthcare Conference as large drugmakers face looming patent cliffs and hunt for growth. Five therapeutic categories are absorbing most strategic capital: radiopharmaceuticals, next-gen GLP-1, autologous CAR-T,…

Trey Thoelcke · 5 months ago

Which of These 5 Companies Benefits Most From Easing China Tariffs?

Washington is signaling renewed engagement with Beijing, and investors are trying to figure out which stocks would benefit if tariffs ease, export controls loosen, and Chinese consumer demand stabilizes. Prediction markets currently put the…

Trey Thoelcke · 5 months ago

5 Cybersecurity Stocks That May Be Acquired in 2026’s M&A Wave

Cybersecurity M&A is reaccelerating in 2026 as platform consolidation, AI disruption, and hyperscaler appetite collide. Cisco/Splunk and Google/Wiz reset the deal calculus, and CrowdStrike’s January 2026 purchase of Seraphic Security and Zscaler’s February 2026…

Trey Thoelcke · 5 months ago

Comcast vs Netflix: Which Is the Better Dip Buy Now?

Both Comcast (NASDAQ: CMCSA | CMCSA Price Prediction) and Netflix (NASDAQ: NFLX) have taken hits over the past month, and retirement-focused investors are wondering which one belongs in the portfolio right now. Both stocks…

Trey Thoelcke · 5 months ago

Pfizer vs Eli Lilly: Different Bets on Pharma M&A

Pfizer (NYSE: PFE | PFE Price Prediction) and Eli Lilly (NYSE: LLY) recently reported quarterly results that read like two scripts from opposite ends of pharma. Lilly posted 55.55% revenue growth from a position…

Trey Thoelcke · 5 months ago

What Happens to JPMorgan Chase If Jamie Dimon Steps Down?

Jamie Dimon has given no indication he plans to leave imminently, but after more than twenty years atop JPMorgan Chase (NYSE: JPM | JPM Price Prediction), the question is fair. He has been CEO…

Trey Thoelcke · 5 months ago