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...
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CRISPR Gene Editing Technology Could Change the World, Part I: Intellia Therapeutics
Summary: We consider Intellia Therapeutics Inc (NTLA US) stock undervalued at current price level. Out first price target is US$32 (sum-of-the...
351 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...
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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),...
516 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....
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