Seeking Alpha will also have a bit of coverage on the stock... The Israel connection might temper some investor enthusiasm for the stock BUT friendshoring or the US getting more pharma stuff from Israel (instead of China etc) might help performance...
I linked to your piece in my Monday links collection post: https://emergingmarketskeptic.substack.com/p/emerging-markets-week-may-12-2025
Seeking Alpha will also have a bit of coverage on the stock... The Israel connection might temper some investor enthusiasm for the stock BUT friendshoring or the US getting more pharma stuff from Israel (instead of China etc) might help performance...