Generation Investment Management’s 13F portfolio value increased from $14.09B to $17.34B this quarter.
BAX has a solid product line and impressive pricing power, but large operations and development risks to match.
Glenview Capital Management's 13F portfolio value decreased from $3.68B to $3.63B this quarter. The number of positions decreased from 44 to 43.
Baxter continues to chug on slowly as it has done for the past 10 years, delivering ongoing value to shareholders.
Dan Loeb's 13F portfolio value increased from $6.27B to $7.30B this quarter. The number of positions increased from 30 to 36.

Outset Medical Begins U.S. IPO Rollout

03:24pm, Monday, 24'th Aug 2020
Outset Medical has filed to raise $100 million in an IPO, although the final figure may differ. The firm is commercializing an improved hemodialysis machine.

Daniel Loeb's Top 6 Trades in the 2nd Quarter

10:49pm, Wednesday, 19'th Aug 2020
Activist investor reduces top-holding Baxter, buys 2 Chinese retail stocks
Baxter International Inc. (NYSE:BAX), a leading global medical products company, will present at the 2020 Wells Fargo Virtual Healthcare Conference via webcast on Wednesday, September 9, 2020. Jay Sac

BMEZ: Continuing To Weather The Pandemic Storm

11:38am, Wednesday, 19'th Aug 2020
BMEZ is a fund that is focused on the healthcare space, more specifically, a focus on the health sciences industry.
Baxter (BAX) receives EUA from the FDA for Regiocit, which is the only authorized citrate-based replacement solution for use in CRRT during the COVID-19 pandemic.
Baxter International has been granted Emergency Use Authorization (EUA) by the US Food and Drug Administration (FDA) for its Regiocit, to be used during the coronavirus pandemic as a replacement solu
Baxter International Inc. (NYSE:BAX), a global leader in acute care, announced it has received Emergency Use Authorization (EUA) from the U.S. Food and Drug Administration (FDA) for Regiocit, the comp

Tracking Tweedy Browne Portfolio - Q2 2020 Update

11:03pm, Wednesday, 12'th Aug 2020
Tweedy Browne’s 13F portfolio value increased from $2.15B to $2.51B this quarter. The largest five individual stock positions are Alphabet, Berkshire Hathaway, Johnson & Johnson, Cisco Systems, and
Baxter International Inc. (NYSE:BAX), a global leader in acute care, announced it has received Emergency Use Authorizations (EUAs) from the U.S. Food and Drug Administration (FDA) for the company’s
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