We Are Buying This Large Cap Biotechnology Company After Trump's Election Win
We have a Buy rating with price target of $173 (DCF method)=44% upside. The stock also appears to have upside using relative valuation measures...
549 Views
President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
258 Views
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...
285 Views
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...
350 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...
241 Views