Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Equity Bottom-Up

<p>We opened a new long position today in <a href="https://www.smartkarma.com/entities/15201" target="_blank" data-smartkarma-citation="entities:15201:1">Ophthotech Corp (OPHT US)</a>, an emerging biotechnology company that is developing novel drugs for wet-type age-related macular degeneration (AMD). The company has an upcoming catalyst (results of a phase 3 trial for Fovista, its novel wet-AMD therapy), that could move the stock price. We present our investment thesis for the company and valuation of the common stock (risk-adjusted NPV).</p>

We opened a new long position today in Ophthotech Corp (OPHT US), an emerging biotechnology company that is developing novel drugs for wet-type age-related macular degeneration (AMD). The company has an upcoming catalyst (results of a phase 3 trial for Fovista, its novel wet-AMD therapy), that could move the stock price. We present our investment thesis for the company and valuation of the common stock (risk-adjusted NPV).

New Long Position: Novel Drug for Wet-AMD, a Common Cause of Blindness, and Upcoming Catalyst.

United States

Nektar Therapeutics is a clinical-stage biopharmaceutical company which develops a pipeline of drug candidates that utilize company platforms.  The Company's product pipeline is comprised of early to late stage drug candidates across a number of therapeutic areas including oncology, pain, anti-infectives, anti-viral and immunology.

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Nektar Therapeutics (NKTR US)

New Long Position: Novel Drug for Wet-AMD, a Common Cause of Blindness, and Upcoming Catalyst.

We opened a new long position today in Ophthotech Corp (OPHT US), an emerging biotechnology company that is developing novel drugs for wet-type...

Dr. Bhavneesh Sharma, MD, MBA

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