Belite Bio (BLTE US): Lead Drug Candidate Tapping into Niche Market with Massive Opportunity
Belite’s lead candidate LBS-008 is targeting unmet market for AMD. With no approved drug for either of the targeted indications, LBS-008 has...
371 Views
The Energy Cable #35 – Are Monster Draws Ahead?
From supply to demand side weakness in 12 months. Key take aways: As opposed to last year, Germany is now seeing the demand side...
216 Views
Syngenta Pre-IPO - The Negatives - Margins Remain Razor Thin and Parent on Sanction List
Syngenta Group (1844795D CH) is looking to raise around US$9.2bn in its upcoming China A-share IPO. In this note, we will talk about the not so...
330 Views
Syngenta Pre-IPO - The Positives - Giant in the Agriculture Industry Set to Benefit from Policies
Syngenta Group (1844795D CH) is looking to raise around US$9.2bn in its upcoming China A-share IPO. In this note, we will talk about the positive...
446 Views
CRISPR Therapeutics AG (CRSP US): First Genome Editing Based Drug Candidate Seeking FDA Approval
CRISPR completed regulatory submissions for exa-cel (world’s first CRISPR gene editing drug) in US and awaits FDA action date. Exa-cel has the...
380 Views