Cybercriminals and Activists Scale up Their Attacks – Who's at Risk and Why?
Distributed denial of service (DDoS) attacks have significantly increased in size, carried out by threat actors exploiting internet of things (IoT)...
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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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Regeneron: Our Second Core Large-Cap Biotechnology Position.
We present our investment thesis for Regeneron Pharmaceuticals (REGN US), another large-cap biotechnology company. We think that investors/analysts...
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New Long Position: Gene Therapy for Parkinson's Disease and Upcoming Catalysts
Our next long position is Voyager Therapeutics Inc (VYGR US) , a Cambridge, Massachusetts-based emerging biotechnology company that is developing...
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