Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

Amplia Therapeutics Ltd / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/amplia-therapeutics-ltd" target="_blank" data-smartkarma-citation="entities:19971:1" rel="noopener">Innate Immunotherapeutics (ATX AU)</a> is an Australian pharmaceutical company advancing a pipeline of focal adhesion kinase (FAK) inhibitors for cancer and fibrosis.</li>
<li>The company’s primary focus for 2022 is on initiating phase 2 clinical trials in pancreatic cancer and, in the second half of the year in lung fibrosis.</li>
<li>With latest quarter’s cash burn of AUD0.94 million and cash balance of AUD16.2 million, the company is well-positioned to fund its near-term R&amp;D activities.</li>
</ul>



Innate Immunotherapeutics (ATX AU) is an Australian pharmaceutical company advancing a pipeline of focal adhesion kinase (FAK) inhibitors for cancer and fibrosis.
The company’s primary focus for 2022 is on initiating phase 2 clinical trials in pancreatic cancer and, in the second half of the year in lung fibrosis.
With latest quarter’s cash burn of AUD0.94 million and cash balance of AUD16.2 million, the company is well-positioned to fund its near-term R&amp;D activities.


Innate Immunotherapeutics (ATX AU): 2022 Is Going to Be a Watershed Year

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive Groups and stocks within Health Care and Technology: Biotech, Mid-Cap, Biotech, Small-Cap, Semiconductors, Large-Cap, and Semiconductors, Mid-Cap..

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

The S&amp;P 500 is beginning to come off of short-term overbought extremes, consolidating near the confluence of key overhead resistance and the 200-day moving average. This level is roughly 2,817 on the S&amp;P 500 and roughly 1,000 on the S&amp;P 600 Small Cap index. Some consolidation or a mild pullback is possible in the near-term, which we believe would help alleviate current overbought readings and allow for a more orderly and meaningful move higher.  In today’s report we highlight attractive Groups and stocks within the Consumer Discretionary, Health Care, and Services Sectors.

The S&amp;P 500 is beginning to come off of short-term overbought extremes, consolidating near the confluence of key overhead resistance and the 200-day moving average. This level is roughly 2,817 on the S&amp;P 500 and roughly 1,000 on the S&amp;P 600 Small Cap index. Some consolidation or a mild pullback is possible in the near-term, which we believe would help alleviate current overbought readings and allow for a more orderly and meaningful move higher.  In today’s report we highlight attractive Groups and stocks within the Consumer Discretionary, Health Care, and Services Sectors.

S&P 500 and S&P 600 Testing Resistance...Still

Japan TMT Analyst

Pelham Smithers

Market Intel on Asian Tech with a Japan focus

Pelham Smithers Associates

Founded in 2009, Pelham Smithers Associates (PSA) provides market intelligence on Asian technology, focusing in particular on Japan. The industries covered by our team of specialists are: consumer electronics, telecomms, pharmaceuticals, internet, electronic parts and materials, automotive technology, retail and capital goods. 

Research is provided by the following:
Pelham Smithers: Macro, consumer electronics, telecoms & pharma
Joel Scheiman: Electronics materials / components
Julie Boote: Autos
Will Nestuk: Capital goods, machinery & transportation equipment parts
Thao Nguyen: eCommerce, internet content, marketing & advertising

Event-Driven

At first glance, <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091:1">Astellas Pharma's</a> decision to buy closely-held Belgian biotech firm Ogeda for ¥90bil (US$800mil) is essentially a licensing deal dressed up as an acquisition. Ogeda has one meaningful asset, fezolinetant, which is in Phase II for hot flushes, and then several molecules in pre-clinical for a variety of disorders, including CNS. Paying US$800mil for a Phase II asset is by no means unusual, and by acquiring Ogeda, <a href="https://www.smartkarma.com/entities/6091" target="_blank" data-smartkarma-citation="entities:6091:1">Astellas</a> is relieved of any further milestone and royalty payments…

At first glance, Astellas Pharma's decision to buy closely-held Belgian biotech firm Ogeda for ¥90bil (US$800mil) is essentially a licensing deal dressed up as an acquisition. Ogeda has one meaningful asset, fezolinetant, which is in Phase II for hot flushes, and then several molecules in pre-clinical for a variety of disorders, including CNS. Paying US$800mil for a Phase II asset is by no means unusual, and by acquiring Ogeda, Astellas is relieved of any further milestone and royalty payments…

Astellas (4503) Implications of Ogeda Acquisition

United States

FibroGen, Inc. is a research-based pharmaceutical company focused on the discovery, development and commercialization of novel therapeutic agents to treat serious unmet medical needs. The Company has a global approach to the development and commercialization of its products.

Price Gauge
52-week Range	0.00 - 0.00
Market Cap (USDm)	0.00
P/E	0.00
Dividend (Yield)	0.00

Fibrogen Inc (FGEN US)

Innate Immunotherapeutics (ATX AU): 2022 Is Going to Be a Watershed Year

The company is scheduled to start two phase 2 trials for its lead asset, with first results expected in mid-2023. Investors, with high-risk...

Tina Banerjee

MSCI ACWI, STOXX 600 Breaking Out, Adding Fuel for Further U.S. Equity Market Rally

In today’s report we reiterate our bullish U.S. investment thesis, recap significant technical levels across indexes, and highlight attractive...

Vermilion Research

S&P 500 and S&P 600 Testing Resistance...Still

The S&P 500 is beginning to come off of short-term overbought extremes, consolidating near the confluence of key overhead resistance and the...

Vermilion Research

Astellas (4503) Implications of Ogeda Acquisition

At first glance, Astellas Pharma's decision to buy closely-held Belgian biotech firm Ogeda for ¥90bil (US$800mil) is essentially a licensing deal...

Pelham Smithers Associates

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)