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Stocks to Watch Recap: Lululemon, Broadcom, Lumentum Holdings

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Lululemon Athletica shares fell after the company reported another decline in U.S. sales.
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Nearly 1 million bottles of heart and kidney medication recalled: FDA

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Nearly 1 million bottles of heart and kidney medication recalled: FDA

Nearly one million bottles of heart and kidney medication have been recalled nationwide over the possibility of a “foreign substance,” according to the U.S. Food and Drug Administration.

California-based Amgen, Inc. voluntarily recalled at least 944,142 bottles of Corlanor and Sensipar tablets after “unexpected foreign matter” was found “in the reserve sample of one of the identified lots,” the California state Board of Pharmacy said in an alert.

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“The unexpected foreign matter was localized on the exterior tablet surface, over the coating,” the board said. “Therefore, as a precautionary measure, all lots within expiry that were processed in AML Building 23 packaging area, where the condition occurred, are being recalled.”

The board added that hazard assessments have found it doesn’t present a clinical risk to patients and “overall patient safety risk is low.”

COSTCO-BRAND COLD AND FLU MEDICATION RECALLED BY FDA: ‘NOT EFFECTIVE’

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Nearly one million bottles of heart and kidney medication have been recalled nationwide. (iStock / iStock)

There have been no complaints about the issue.

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Corlanor, which is also known by the generic name ivabradine, is prescribed to treat patients with chronic heart failure and Sensipar, also known as cinacalcet hydrochloride, is mainly used to treat overactive parathyroidism in chronic kidney disease patients.

Ticker Security Last Change Change %
AMGN AMGEN INC. 358.33 +5.51 +1.56%

The tablets were distributed between Oct. 28, 2021 and Dec. 30, 2025.

Amgen headquarters

Amgen’s headquarters in Thousand Oaks, Calif.  (Paul Harris/Getty Images, File / Getty Images)

19 DRUG APPROVALS IN 2024 THAT HAD ‘BIG CLINICAL IMPACT,’ ACCORDING TO GOODRX

The recall includes the following presentations, according to the board:

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• Corlanor® (ivabradine) 5 mg, 60 tablets in 1 bottle; NDC 55513-800-60

• Corlanor® (ivabradine) 5 mg, 14 tablets in 1 bottle; NDC 55513-800-99

• Corlanor® (ivabradine) 5 mg, 60 tablets in 1 bottle; NDC 55513-810-60

• Sensipar® (cinacalcet hydrochloride) 30 mg, 30 tablets in 1 bottle; NDC 55513-073- 30

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• Sensipar® (cinacalcet hydrochloride) 60 mg, 30 tablets in 1 bottle; NDC 55513-074- 30

• Sensipar® (cinacalcet hydrochloride) 90 mg, 30 tablets in 1 bottle; NDC 55513-075- 30

FDA HQ sign in Maryland

The FDA has characterized the medication recall as Class II. (Sarah Silbiger/Getty Images, File / Getty Images)

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The FDA has characterized the recall as Class II, meaning it could “cause temporary or medically reversible adverse health consequences or where the probability of serious adverse health consequences is remote.”

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How Digital Innovation is Rewriting the Business of British Horse Racing

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How Digital Innovation is Rewriting the Business of British Horse Racing

For centuries, the British horse racing industry has traded on tradition. It is a commercial heavyweight, operating as the UK’s second largest spectator sport and contributing a massive £4.1 billion annually to the national economy.

However, underneath the historic grandstands and the legacy of the formbook, a quiet digital revolution is fundamentally changing how this multi-billion-pound sector operates.

For the small and medium sized businesses that keep this sport running, everyone from family-owned training yards and local bloodstock agents to regional marketing agencies, technology has quickly changed from a luxury into a survival tool. Data analytics firms, corporate operations managers, and tech savvy investment syndicates now rely completely on automated data pipelines to track health metrics, streamline logistics, and evaluate investments. In a fast-moving ecosystem like this, having instant access to live data feeds is essential for any modern business calculating the long-term potential of today’s horse racing assets or investing heavily in live regional entertainment properties.

Data Driven Asset Management on the Gallops

At its core, horse racing is powered by high value, high risk biological assets. A single elite thoroughbred can easily command a price tag stretching into hundreds of thousands, or even millions, of pounds. Historically, looking after these sensitive athletes relied almost entirely on a trainer’s raw intuition, their eye, their gut, and decades of passed down wisdom. Today, however, stepping into a modern British racing yard feels a lot closer to walking into an elite Formula 1 telemetry center.

Rather than just relying on guesswork, independent trainers across the UK are now strapping advanced biometric IoT (Internet of Things) wearables onto their horses. During morning gallops, stables use synchronized sensors and smart girths to track critical internal health metrics, like how hard the horse is breathing, its stride power, and how quickly its heart rate recovers, all in real-time. It blends the timeless art of horsemanship with the precision of data science.

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Furthermore, the integration of artificial intelligence is altering preventative equine healthcare. Stables are deploying high speed AI cameras within yards capable of detecting micro deviations in a horse’s stride symmetry. By spotting a two percent irregularity that remains invisible to the human eye, these systems can flag potential muscle inflammation or joint stress up to 48 hours before a physical injury manifests. For an SME training yard, this predictive capability drastically reduces the commercial blow of late race withdrawals, protecting both the trainer’s strike rate and the owner’s investment.

Democratizing Ownership via Fractional Platforms

The business model of racehorse ownership is also undergoing a profound structural shift. Traditionally, the sport was funded by ultra-high net worth individuals or massive international breeding operations. However, a combination of changing consumer habits and rising overheads has forced the industry to democratize.

Enter the digital fractional ownership platform. Micro share syndicates and specialized apps have lowered the barrier to entry, allowing regular business professionals and syndicates to purchase a fraction of a racehorse for a double-digit fee. This isn’t just a novelty, it is a vital injection of capital into rural economies where the majority of the UK’s racing related jobs are based.

These platforms treat racing fans like micro investors. Shareholders receive regular push notifications containing veterinary updates, video clips of workouts and detailed financial breakdowns. This transparency builds a deeper, stickier relationship between the consumer and the sport, turning casual fans into long term stakeholders who actively fund the bloodstock market.

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Navigating the Landscape of Modern Spectatorship

The commercial success of the UK’s 59 racecourses relies heavily on their ability to blend live hospitality with digital engagement. According to recent industrial updates from the British Horseracing Authority, annual racecourse attendances have climbed back over the 5 million mark, driven largely by targeted digital marketing initiatives and a notable surge in younger attendees.

To keep this momentum going, tracks are completely overhauling their digital setups. The reality is that today’s racegoers expect a smooth, stress-free digital experience from the second they buy a ticket on their phones to the moment they leave the grounds. Having fast on-course Wi-Fi, mobile apps to order drinks directly to a hospitality lounge, and interactive, augmented reality (AR) digital racecards are quickly becoming the new baseline, not a luxury.

At the same time, the industry is learning to navigate a moving regulatory landscape. Recent economic curveballs, including a massive overhaul of local business rates and changing tax duties, have forced operators to think outside the box. Venues can no longer rely on old school revenue streams, they must get smarter with how they use data just to keep their margins healthy and remain financially viable.

As noted in recent analysis regarding the horse racing business rates overhaul, operating margins for smaller training operations are under immense pressure. Stables and tracks are increasingly focusing on international media rights and global syndications to diversify revenue streams. The BHA’s recent restructuring initiatives, which consolidated the fixture list to create high value, globally appealing Premier Raceday’s, reflect a broader corporate strategy to secure international broadcast capital and attract elite overseas competitors to British turf.

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The New Formbook is Digital

As British horse racing marches further into the decade, the divide between tech forward businesses and traditionalists will only widen. For bloodstock investors calculating the potential return on investment of a yearling, or for trainers looking to optimize their yard’s operating margins, data transparency has become a distinct competitive advantage.

By trading old world guesswork for verifiable, real-time analytics, horse racing is successfully repositioning itself as a modern, agile sector. For the thousands of businesses operating within this historic ecosystem, the future of the sport relies entirely on a willing embrace of the digital frontier.

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Marvell Technology: The $5 Billion Guide Raise Behind The Jensen Pop

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Marvell: Marvelous Return After Seven Months, Here Is My Strategy Going Forward (Rating Downgrade)

Marvell Technology: The $5 Billion Guide Raise Behind The Jensen Pop

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Coherent: Architect Of Post-Electrical AI Datacenters Against Compute Deflation Trap

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Coherent: Architect Of Post-Electrical AI Datacenters Against Compute Deflation Trap

Coherent: Architect Of Post-Electrical AI Datacenters Against Compute Deflation Trap

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CMA CGM says its Galapagos container ship exits Strait of Hormuz

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CMA CGM says its Galapagos container ship exits Strait of Hormuz

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Iraq arrests politicians and government officials in anti-corruption crackdown

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Iraq arrests politicians and government officials in anti-corruption crackdown


Iraq arrests politicians and government officials in anti-corruption crackdown

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Granite REIT: Still Below NAV, Still Underappreciated (TSX:GRT.UN:CA)

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REIT symbol. Real Estate Investment Trust, Real Estate Investment Trusts with miniature houses Investment concept. copy space, business background

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I am an investment professional currently active in private equity, where I evaluate, structure, and monitor investments across sectors and geographies. That experience shapes my analytical framework: I focus on unit economics, margin trajectories, capital allocation, and the gap between intrinsic value and market price rather than short-term technical signals. Alongside my PE work, I have always maintained an active personal portfolio in public equities, with a focus on technology and platform businesses. I find that a private-markets lens on cash flow generation and operational leverage often surfaces opportunities that purely public-market investors overlook. I am particularly drawn to asymmetric situations where structural improvements are underappreciated: margin inflections, revenue diversification, or strategic pivots not yet priced in by the sell-side. My approach is fundamentals-driven with a 1–3 year horizon. I build bottom-up models combining comparable analysis with DCF work, looking for conviction positions where the downside is well-understood and the upside depends on catalysts the market is underweighting. I prefer concentrated bets over diversified baskets. My motivation for writing on Seeking Alpha is simple: I already produce detailed investment theses as part of my own decision-making process. Publishing them forces intellectual discipline, creates a timestamped track record, and invites feedback from investors who may see angles I have missed. I hold a degree in finance.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Goldman Sachs reiterates NetEase stock Buy rating on game pipeline

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Goldman Sachs reiterates NetEase stock Buy rating on game pipeline

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BIS says debt, AI boom and fragilities raise global risks

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BIS says debt, AI boom and fragilities raise global risks


BIS says debt, AI boom and fragilities raise global risks

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Fastenal Stock: What Could Justify The Valuation (NASDAQ:FAST)

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Fastenal Stock: What Could Justify The Valuation (NASDAQ:FAST)

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Wolf Report is a senior analyst and private portfolio manager with over 10 years of generating value ideas in European and North American markets, and the owner of Wolf of Value, a service focusing on international dividend-paying value investments.He further covers the markets of Scandinavia, Germany, France, UK, Italy, Spain, Portugal and Eastern Europe in search of reasonably valued stock ideas.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of ACN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial advice. It may be structured as such, but it is not financial advice. Investors are required and expected to do their own due diligence and research prior to any investment.

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I own the European/Scandinavian tickers (not the ADRs) of all European/Scandinavian companies listed in my articles. I own the Canadian tickers of all Canadian stocks I write about.

Please note that investing in European/Non-US stocks comes with withholding tax risks specific to the company’s domicile as well as your personal situation. Investors should always consult a tax professional as to the overall impact of dividend withholding taxes and ways to mitigate these.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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