About this episode
- Strategy | We are buyers of every dip in Memphis PharmaWe are buyers of every dip in Memphis Pharma
- RAYA/RACC | RAYA/RACC acquisition is now most likely to go through at RAYA’s revised price of EGP9.0/share, exactly at the midpoint of our previously communicated price range
- PHAR | EIPICO III delay extends visibility gap, rotation toward MPCI and RMDA
- AMOC | Shareholder rotation reflects profitability headwinds
- EGAL | Riding the aluminum wave
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