Nordic Edge
Nordic EdgeActionable insights and alpha-generating opportunities in the Nordics.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 48 | Subscribers | Read | nordicedge.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Swedish Orphan Biovitrum (SOBI): A Rare Opportunity
Preface: I do not claim to be a medical expert. In fact, I have only deep-dived into a handful of pharma names over the years. Each time I am reminded just how quickly things turn very complex; equally tiresome and intellectually rewarding....
Monday Morning Espresso W39'25
Just as markets seemed to find their footing, Trump jolted sentiment with “new” tariffs, mainly targeting MedTech and pharma. Though the blow was absorbed fairly quickly, the Nordic all-share index ended the week -1.8% lower.
Monday Morning Espresso W38'25
Exuberance probably best describes the current “risk-on” environment. Major indices (incl. the MSCI All Country World) are at or near all-time highs, bond spreads are wafer-thin and at multi-year lows. Yet capital continues to pour in with ...
Monday Morning Espresso W37'25
Global sentiment remains constructive, with IPO activity accelerating and the classic “IPO-pop” approaching decade highs — Klarna’s debut (+15% day-1) adding to the trend, though at lower magnitude vis-á-vis other recent IPOs. On policy, th...
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