Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update
Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...
272 Views
Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector:Mid-Week Update (October 27)
SummaryWe discuss our portfolio companies Acadia Pharmaceuticals Inc (ACAD US), Portola Pharmaceuticals Inc (PTLA US), Dynavax Technologies Corp...
229 Views
Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: October 24 (Monday)
Summary: We discuss Atyr Pharma Inc (LIFE US), DBV Technologies SA (DBV FP), Advaxis Inc (ADXS US), Global Blood Therapeutics Inc (GBT US),...
495 Views
Neurocrine Biosciences: An Attractive Takeover Candidate with Potential >50% Upside.
FDA has accepted the New Drug Application (NDA) for Neurocrine Biosciences Inc (NBIX US) Valbenazine for the treatment of Tardive Dyskinesia (with...
414 Views
What Happens in Vegas...Goes to the White House (Hillary 2, Trump 1...Game Over!)
A Hillary victory would benefit Thai markets in terms of TIP market re-allocations and export strength, while hurting us on global stability....
200 Views