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MSOS

Christine Smith discusses the importance of understanding ROI, highlighting the significant role of brand teams in supporting retailers. The article also mentions the Cannabis Capital Conference, offering access to both existing and new subscribers.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:49 pm

MSOS

Kris Walker emphasizes the importance of investing in brands, highlighting the need for measuring uplift and ensuring ROI for every dollar spent. The article also mentions access to the Cannabis Capital Conference for subscribers and new users, with a hint that MSOS may be mentioned.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:47 pm

MSOS

Christine Smith discusses the importance of investing in brand strategy for 2024, emphasizing increased budgets for marketing and branding, particularly the digital aspects. She highlights the ease of creating a brand versus the challenges of growing one.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:44 pm

MSOS

Christine Smith discusses the success of launching new cannabis products through parties aimed at education and appreciation for sellers, particularly budtenders. The approach has proven effective in engaging these key stakeholders.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:42 pm

AMGN

AZN

REGN

SNY

Amgen Inc and AstraZeneca Plc's asthma drug Tezspire showed a 17% reduction in COPD exacerbations in a Phase 2a trial, not statistically significant but promising in certain subgroups. Compared to Sanofi SA and Regeneron Pharmaceutical Inc's Dupixent, which showed a 30-34% reduction in similar trials but only in patients with higher eosinophil counts, Tezspire's broader efficacy could expand its market. Despite the mixed results, the potential for Tezspire in COPD treatment is noted, with Amgen's stock slightly up.

Portfolio Pulse from Vandana Singh

April 17, 2024 | 6:39 pm

LEEEF

MSOS

Micah Anderson emphasizes the significance for CPG brands, particularly in the cannabis sector, to maintain product availability to meet demand. The context was provided during discussions related to the Cannabis Capital Conference, which offers insights for subscribers and new users.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:38 pm

FCOM

META

XLC

Truist Securities analyst Youssef Squali maintained a Buy rating on Meta Platforms Inc (NASDAQ:META) and raised the price target from $525 to $550, citing improved ad targeting from AI investments. Squali increased revenue and EPS estimates for META, expecting strong performance in ad monetization and competitive advantages. Meta's stock has gained over 126% in the last 12 months, with exposure also possible through XLC and FCOM ETFs. Despite a slight decline in META shares by 0.78% to $495.88, the outlook remains positive with expected revenue and operating margin improvements.

Portfolio Pulse from Anusuya Lahiri

April 17, 2024 | 6:37 pm

MSOS

Kris Walker highlights the importance of retailers demanding specific performance metrics from brand partners, emphasizing the need for products to meet certain thresholds within set timeframes (30, 90, 180 days) to remain on shelves. The trend towards incentives for brands to perform better and the call for transparency between dispensaries and brands on product performance expectations are noted. The context suggests a focus on the cannabis industry, with a mention of accessing the Cannabis Capital Conference for further insights.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:37 pm

LEEF

MSOS

Micah Anderson emphasizes the importance of collaboration with brand partners for success, highlighting involvement in the process, updates on packaging and regulation changes, data sharing, and the impact of packaging on business operations. The context is within the cannabis industry, as indicated by the mention of the Cannabis Capital Conference.

Portfolio Pulse from Benzinga Newsdesk

April 17, 2024 | 6:31 pm

AAPL

NVDA

TSM

Taiwan Semiconductor Manufacturing Co. Ltd. (TSM) is set to report Q1 earnings with expected revenue of $18.395 billion and EPS of $1.32, surpassing last year's figures. Analysts highlight the company's resilience despite an earthquake in Taiwan affecting production, with missed sales anticipated to recover by Q3. TSM remains a 'pick-and-shovel' play for AI, with significant investments in new plants in Arizona and Germany. The company's role as a key supplier for Apple and NVIDIA underscores its importance in the tech ecosystem.

Portfolio Pulse from Chris Katje

April 17, 2024 | 6:29 pm