2017 Asset Allocation Outlook – Part 2: Trump Reflation Euphoria to Fade?
The overwhelming investor consensus a year ago was for further EM/commodity downside amid deflation fears - this year it is a USD secular bull and...
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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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Kite Pharma: 'Flying Higher' in Red-Hot Cancer Immune-Oncology Space.
With the current pullback in its stock price, we are taking this opportunity to initiate a long position in Kite Pharma Inc (KITE US) , another...
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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...
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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...
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