gorodenkoff/iStock via Getty Images Mirati Therapeutics, Inc. (NASDAQ:MRTX) is at the forefront of oncological biotechnology. Its star product is adagrasib, commercially known as Krazati, a drug for treating KRAS G12C-mutated non-small cell lung cancer, which obtained accelerated approval from the FDA. This successful drug got the interest of Bristol-Myers Squibb (BMY) to acquire MRTX for…
saoirse_2010 CVR Partners (NYSE:UAN) has underperformed since I upgraded the stock in September, that stock looks attractive based on normalized earnings and that fertilizer pricing seemed to have bottomed. With the stock down, generating a -14% return since then, let’s catch up on the name. Company Profile As a refresher, CVR Partners produces nitrogen fertilizer…
Vitalii Petrushenko Introduction What about UAN? This may be one of the most asked questions I get whenever I publish an article covering agriculture fertilizer producers. As much as I like the fertilizer plays in my portfolio, like Nutrien (NTR), Mosaic (MOS), or CF Industries (CF), none of them deliver what some investors are looking…
CVR Partners, LP (NYSE:UAN) Q3 2023 Earnings Conference Call October 31, 2023 11:00 AM ET Company Participants Richard Roberts – Director, Financial Planning and Analysis and IR Mark Pytosh – CEO Dane Neumann – CFO Conference Call Participants Rob McGuire – Granite Research Operator Greetings, and welcome to the CVR Partners LP Third Quarter 2023…
fotokostic Back in February, I thought CVR Partners (NYSE:UAN) looked appropriately valued in the face on falling nitrogen fertilizer prices. With the stock down over -25% and its overall return about -5%, let’s catch up on the name. Company Profile As a quick reminder, CVR Partners owns two fertilizer plants: Coffeyville and East Dubuque. The…
saoirse_2010/iStock via Getty Images Introduction CVR Energy (NYSE:CVI) is a company that has diversified its operations in the petroleum refining and marketing industry and the nitrogen fertilizer manufacturing industry; CVR Energy also produces and markets renewable diesel. In the petroleum refining segment, they refine and market transportation fuels. It is worth mentioning that CVR Energy…