Stock Ideas Based on Data Mined from Technical Publications - A Look Into Peptides

In technical publications like patents and research papers, cross-references are made to existing patents and research papers. We believe these mentions and citations can provide valuable insights into the views and impressions of experts in the specific innovations and technologies within a sector and hence the likelihood of success.

In this report (which is the first one we are publishing) we have crawled through more than ten years of publications (several thousand) to analyze a subset in the Lifesciences space namely PEPTIDES. Needless to say the same can be done with respect to other technological areas in other sectors as well.

We backtested our methodology (dating three years back) to look for any specific actionable idea the analysis might throw up. We noted that among the small or mid-cap stocks that screened well half were acquired over the next three years

Specific to this report we highlight over ten companies that are likely acquisition targets over the next three years. Within those, two companies that screen very well based purely on data mined from the publications and our parameters of number of innovations, number of citations, Recency, and Impact are a Germany based Nasdaq listed - Immatics (IMTX) and US-based Coherus (CHRS)