American Society of Hematology- (ASH) Annual Conference (2016) Review
We reviewed data presented at the American Society of Hematology (ASH) conference in San Diego last week with a focus on the evolving treatment...
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Regeneron: Our Second Core Large-Cap Biotechnology Position.
We present our investment thesis for Regeneron Pharmaceuticals (REGN US), another large-cap biotechnology company. We think that investors/analysts...
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American Society of Hematology (ASH) -Annual Conference (2016) Preview
With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...
220 Views
Saroglitazar: Targeting Non-Alcoholic Steatohepatitis, a Potential US$35-40 Billion Market.
Nonalcoholic fatty liver disease (NAFLD), a disorder characterized by fatty changes (and fibrosis in later stages) is expected to affect about 20...
471 Views
MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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