Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

<p><a href="https://www.smartkarma.com/entities/17686" target="_blank" data-smartkarma-citation="entities:17686:1">Ziopharm Oncology Inc (ZIOP US)</a> announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…</p>

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric malignant glioma (a form of deadly brain cancer). Median overall survival almost doubled to 12.8 months vs. currently available therapies. In addition, any toxic effects were reversible on stopping veledimex (which thus acts as a control switch for the therapy). Griffin Securities reissued buy rating with price target of US$21 after the data was…

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Equity Bottom-Up

<p><a href="https://www.smartkarma.com/entities/10779" target="_blank" data-smartkarma-citation="entities:10779:1">Invitae Corp (NVTA US)</a>, an emerging genetic testing company, has been a center of investor attention recently after insider and institutional buying. We present risk-adjusted NPV based valuation for the common stock. We forecast $427 million revenue in 2020 and our first price target for the common stock is $20. The company could also be acquired by larger players like <a href="https://www.smartkarma.com/entities/8015" target="_blank" data-smartkarma-citation="entities:8015:1">Illumina Inc (ILMN US)</a>.</p>

Invitae Corp (NVTA US), an emerging genetic testing company, has been a center of investor attention recently after insider and institutional buying. We present risk-adjusted NPV based valuation for the common stock. We forecast $427 million revenue in 2020 and our first price target for the common stock is $20. The company could also be acquired by larger players like Illumina Inc (ILMN US).

Invitae: An Emerging Genetic Testing Company with Insider and Institutional Buying

<p>Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: </p><blockquote><p>It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.</p></blockquote><p>According to this post, the Trump administration plans to do the following:</p><blockquote><ul><li>Work with Congress to allow…</li></ul></blockquote>

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition team website, greatagain.gov. According to a post on this website: It is clear to any objective observer that the ACA, which has resulted in rapidly rising premiums and deductibles, narrow networks, and health insurance, has not been a success.According to this post, the Trump administration plans to do the following:Work with Congress to allow…

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Founder and Strategist, Entext Economics & Strategy

Sean Maher

Founder and Strategist

Entext Economics & Strategy

Entext provides institutional investors with distinctive, actionable asset allocation and thematic research, which typically challenges the market consensus. Our clients range from credit, equity and multi-asset hedge and pension funds to family offices and sovereign funds. 
 
We focus on identifying key inflection points in macro data and relative asset performance amid the 'groupthink'  and confirmation bias that characterizes most investment bank analysis.

Macro Driven Investment Insight

<ul>
<li><div><span lang="EN-US">The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent President.</span></div></li>
<li><div><span lang="EN-US">Trade and infrastructure spending are likely to be two key priorities – he can overturn established trade agreements and impose punitive tariffs without recourse to Congress.</span></div></li>
<li><div>However, the Mexican NAFTA deal rather than Asia is likely to be the initial focus of any trade pressure.</div></li>
<li><div>Trump’s economic policies (and many of his advisors) will be…</div></li>
</ul>


The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent President.
Trade and infrastructure spending are likely to be two key priorities – he can overturn established trade agreements and impose punitive tariffs without recourse to Congress.
However, the Mexican NAFTA deal rather than Asia is likely to be the initial focus of any trade pressure.
Trump’s economic policies (and many of his advisors) will be…


President Trump Taking America Back to the 1980s…

<figure class="editor-figure mceNonEditable"><img src="https://static-prod.smartkarma.com/images/media/000/016/178/original/download%20%281%29.jpg?1478808170" class="editor-image img-responsive" data-smartkarma-image-id="16178"></figure><div class="content-caption"><strong>(I thought it was a reality show till I was shown the Oval Office today!)</strong></div><p>Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. </p><p>Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.</p><div class="content-highlight"><p><strong>Drug Pricing and Trump:</strong></p></div><p><strong>Allowing Medicare and similar U.S. government programs to</strong>…</p>

(I thought it was a reality show till I was shown the Oval Office today!)Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare and pharmaceutical sector. Broadly, Trump's policy on healthcare has focused on two issues: allowing Medicare to negotiate drug prices directly with the drug companies and repealing Obamacare.Drug Pricing and Trump:Allowing Medicare and similar U.S. government programs to…

President Trump and Healthcare (And Pharma) Sector: What's Next?

United States

Illumina, Inc. develops, manufactures and markets integrated systems for the large scale analysis of genetic variation and biological function. The Company provides a comprehensive line of products and services that currently serve the sequencing, genotyping and gene expression markets for genomic research centers, pharmaceutical companies, academic institutions and biotechnology companies.

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Illumina Inc (ILMN US)

Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28

Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...

Dr. Bhavneesh Sharma, MD, MBA

Invitae: An Emerging Genetic Testing Company with Insider and Institutional Buying

Invitae Corp (NVTA US), an emerging genetic testing company, has been a center of investor attention recently after insider and institutional...

Dr. Bhavneesh Sharma, MD, MBA

Just In: Trump's Preliminary Plan to Repeal the Affordable Care Act

Among one of his first initiatives, U.S. President-elect Trump posted a preliminary plan to repeal the Affordable Care Act (ACA) on his transition...

Dr. Bhavneesh Sharma, MD, MBA

President Trump Taking America Back to the 1980s…

The Republican sweep in Washington and the unique nature of his insurgent victory means Trump faces fewer constraints on his power than any recent...

Sean Maher

President Trump and Healthcare (And Pharma) Sector: What's Next?

Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...

Dr. Bhavneesh Sharma, MD, MBA

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