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

iShares MSCI ACWI ETF / Technical Analysis

<ul>
<li>Many indexes (ACWI-US,ACWX-US,etc.) are near support, and we could see a bear market bounce, but until these indexes reverse their downtrends and break above resistance levels, we cannot be bullish.</li>
<li>On a positive note, we are starting to see signs that inflation is peaking, as commodity prices have pulled back substantially, and the Energy/Materials Sectors are under significant pressure.</li>
<li>If inflation and commodity prices have indeed peaked, global equities are likely in the early stages of a bottoming process.</li>
</ul>


Many indexes (ACWI-US,ACWX-US,etc.) are near support, and we could see a bear market bounce, but until these indexes reverse their downtrends and break above resistance levels, we cannot be bullish.
On a positive note, we are starting to see signs that inflation is peaking, as commodity prices have pulled back substantially, and the Energy/Materials Sectors are under significant pressure.
If inflation and commodity prices have indeed peaked, global equities are likely in the early stages of a bottoming process.


Inflation Peaking?; ACWI, ACWI Ex-US Near Support; Many Bottoms-Up Stock Recommendations

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pharmaessentia-corp" target="_blank" data-smartkarma-citation="entities:16461:1" rel="noopener">Pharmaessentia Corp (6446 TT)</a> is advancing global commercialization of its flagship drug, Besremi, the first FDA-approved medication for polycythemia vera that patients can take regardless of their treatment history.</li>
<li>Thus far, Besremi has been commercialized for polycythemia vera in 23 countries. Launch preparation is underway in four geographies including Japan, China, Singapore, and Hong Kong. </li>
<li>The company is conducting clinical trials for Besremi for other indications, including COVID-19. Pharmaessentia also has a rich pipeline of clinical-stage drug candidates. </li>
</ul>



Pharmaessentia Corp (6446 TT) is advancing global commercialization of its flagship drug, Besremi, the first FDA-approved medication for polycythemia vera that patients can take regardless of their treatment history.
Thus far, Besremi has been commercialized for polycythemia vera in 23 countries. Launch preparation is underway in four geographies including Japan, China, Singapore, and Hong Kong. 
The company is conducting clinical trials for Besremi for other indications, including COVID-19. Pharmaessentia also has a rich pipeline of clinical-stage drug candidates. 


Pharmaessentia Corp (6446 TT): Key Drug Is Advancing Commercialization Globally

<ul>
<li>
<a href="https://www.smartkarma.com/entities/pharmaessentia-corp" target="_blank" data-smartkarma-citation="entities:16461:1" rel="noopener">Pharmaessentia Corp (6446 TT)</a> received FDA approval for its rare cancer drug, BESREMi, which has superior clinical efficacy over the existing standard of care.</li>
<li>The drug has already been approved in 17 countries in EU, Taiwan, and South Korea. It is also being developed for several other indications, with license expected in next year.</li>
<li>BESREMi’s continued success in the EU markets since its launch in 2019 has enhanced my conviction on the commercial accomplishment of BESREMi in the U.S.</li>
</ul>



Pharmaessentia Corp (6446 TT) received FDA approval for its rare cancer drug, BESREMi, which has superior clinical efficacy over the existing standard of care.
The drug has already been approved in 17 countries in EU, Taiwan, and South Korea. It is also being developed for several other indications, with license expected in next year.
BESREMi’s continued success in the EU markets since its launch in 2019 has enhanced my conviction on the commercial accomplishment of BESREMi in the U.S.


Pharmaessentia Corp (6446 TT): First In-House Drug Approval in the U.S., More to Follow

Taiwan

TaiMed Biologics Inc. is a biotechnology company with focuses on the prevention and treatment of viral infectious diseases. The Company collaborates with other companies and government to conduct trials of AIDs treatment.

SunMax Biotechnology Co Ltd. is a medical device company dedicated to the development, manufacturing and commercialization of bio-surgical products. The Company specializes in the production of medical grade porcine collagen that is used in medical applications and biochemistry research.

Medigen Vaccine Biologics Corporation operates as a vaccination company. The Company develops flu vaccine, enterovirus vaccine, and other related products. Medigen Vaccine Biologics markets its products throughout worldwide.

PharmaEngine, Inc. operates as a biopharmaceutical company. The Company focuses on the development of new drugs for the treatment of cancer and Asian prevalent diseases.

Adimmune Corp. is a human vaccine manufacturer. The company focuses on vaccines, diagnostics, and biological products. Adimmune manufactures vaccines such as the JEV, Tuberculin PPD, Tetanus toxoid, and influenza.

OBI Pharma Inc manufactures anti-infective and immunotherapy drugs and develops cancer and infectious disease therapies.

Mycenax Biotech Inc. develops and manufactures biopharmaceutical products derived from mammalian cell culture and microbial fermentation.

TaiGen Biopharmaceuticals Holdings Limited is a research-based pharmaceutical company engaging in the development of novel therapeutics for infectious diseases, cancer research and diabetes-related complications.

Medigen Biotechnology Corp. researches and develops anti-cancer biopharmaceuticals.

Golden Biotechnology Corporation specializes in the development of bio-medicines based on its research in the fields of modern biotechnology and molecular medicine.

Biocon Ltd., is an integrated biotechnology enterprise with a presence in biopharmaceuticals, enzymes, custom research and clinical research. The Company's pharmaceutical products include statins, immunosuppressants and anti-diabetic drugs. Biocon also manufactures specialty enzymes and new enzyme applications besides providing clinical and custom research services.

Blueprint Medicines Corporation develops and distributes biomedical treatments. The Company researches and produces medicines and treatments for cancer targeting the molecular differences. Blueprint Medicines focuses selective drugs for genomically defined cancer patients.

Beijing Tiantan Biological Products Corporation Limited researches, develops, and commercializes biological products.  The Company provides treatment for hepatitis and offers a line of vaccine products including hepatitis vaccines and rubella vaccines.

Beijing Tiantan Biological Products (600161 CH)

Ionis Pharmaceuticals, Inc. operates as a biotechnology company. The Company researches in RNA-targeted drug discovery and development that focuses on drugs for patients who have unmet medical needs. Ionis Pharmaceuticals serves customers in the United States.

Repligen Corporation is a bioprocessing company focused on the development, production, and commercialization of innovative products used in the process of manufacturing biologic drugs. The Company's customers include life sciences companies, global biopharmaceutical companies, and contract manufacturers worldwide.

Cytokinetics, Incorporated is a clinical-stage biopharmaceutical company.  The Company is focused on the discovery and development of novel small molecule therapeutics that modulate muscle function for the potential treatment of serious diseases and medical conditions.

IVERIC bio, Inc. operates as a biopharmaceutical company. The Company develops treatments for patients with orphan inherited retinal diseases with significant unmet medical needs. IVERIC bio serves customers in the United States.

Exelixis, Inc. is a development-stage biotechnology company dedicated to the discovery and development of small-molecule therapeutics for the treatment of cancer and other serious diseases.  The Company is building a portfolio of compounds it believes could become pharmaceutical products.  Exelixis has strategic alliances with pharmaceutical and biotechnology companies.

Halozyme Therapeutics, Inc. is a biopharmaceutical company developing products for the diabetes, cancer, dermatology and drug delivery markets. The Company's platform technology is based on recombinant human hyaluronidase plus additional enzymes. Halozyme applies its technology to its proprietary programs and to partnerships with pharmaceutical companies.

Grifols S.A. develops, manufactures, and markets plasma derivatives, IV Therapy, enteral nutrition, diagnostic systems, and medical materials.

PharmaEssentia Corporation develops and distributes therapeutic products for treatment in human disease. The Company develops drugs to treat hepatitis, chronic myeloid leukemia (CML), essential thrombocythemia (ET), myeloid fibrosis (MF), polycythemia vera (PV), hepatitis and cancer.

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Pharmaessentia Corp (6446 TT)

Inflation Peaking?; ACWI, ACWI Ex-US Near Support; Many Bottoms-Up Stock Recommendations

We're starting to see signs that inflation is peaking, as commodity prices have pulled back substantially or are breaking, and the Energy $XLE and...

Vermilion Research