Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate and 67% clinical response rate). The company will also present data from an on-going phase 2 study of ozanimod, S1P1 modulator at upcoming scientific conferences, including the American College of Gastroenterology annual meeting. Our sentiment: BullishTetraphase Pharmaceuticals (NASDAQ: TTPH) started a phase 3 trial of its antibiotic candidate…

Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate and 67% clinical response rate). The company will also present data from an on-going phase 2 study of ozanimod, S1P1 modulator at upcoming scientific conferences, including the American College of Gastroenterology annual meeting. Our sentiment: BullishTetraphase Pharmaceuticals (NASDAQ: TTPH) started a phase 3 trial of its antibiotic candidate…

Recap of Key U.S. Biotechnology and Pharmaceutical Sector Events: October 17

Asean-focused. Ex-Head of Thai Research

Athaporn Arayasantiparb, CFA

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues. Both candidates seem to be having a tough time yo:<ul><li>
Wikileaks vs Hillary: Julian Assange of Wikileaks threatened to spill the beans on Hillary saying that she sat on the board of France's cement maker Lafarge, which operates in certain areas of Iraq and paid taxes to ISIS. Gee whiz! The French should be more angry about this than Americans. Terrorists…</li></ul>

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues. Both candidates seem to be having a tough time yo:
Wikileaks vs Hillary: Julian Assange of Wikileaks threatened to spill the beans on Hillary saying that she sat on the board of France's cement maker Lafarge, which operates in certain areas of Iraq and paid taxes to ISIS. Gee whiz! The French should be more angry about this than Americans. Terrorists…

Strike 2 in St Louis: Trump's Town Hall Trap

Global Healthcare Analyst

Tina Banerjee

Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/alteogen-inc" target="_blank" data-smartkarma-citation="entities:15886:1" rel="noopener">Alteogen Inc (196170 KS)</a> has announced two licensing agreements with global pharmaceutical companies for ALT-B4 within the first quarter of this year itself, thereby enhancing the conviction on the platform.</li>
<li>Thus far, Alteogen has signed eight global pharmaceutical licensing agreements for SC formulation conversion. More deals are believed to be lined up for ALT-B4 platform.</li>
<li>The company expects its mid-to-long-term financial stability and growth visibility to be further strengthened as the commercialization of products incorporating the Hybrozyme platform technology accelerates starting in 2026.</li>
</ul>



Alteogen Inc (196170 KS) has announced two licensing agreements with global pharmaceutical companies for ALT-B4 within the first quarter of this year itself, thereby enhancing the conviction on the platform.
Thus far, Alteogen has signed eight global pharmaceutical licensing agreements for SC formulation conversion. More deals are believed to be lined up for ALT-B4 platform.
The company expects its mid-to-long-term financial stability and growth visibility to be further strengthened as the commercialization of products incorporating the Hybrozyme platform technology accelerates starting in 2026.


Alteogen (196170 KS): ALT-B4 Deals Keep on Coming; Number of Commercialized Products to Expand

Leading Independent Investment Research, Morningstar, Inc.

Morningstar

Leading Independent Investment Research

Morningstar, Inc.

Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. We offer an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. 

Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 16 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $180 billion in assets under advisement or management as of June 30, 2015. We have operations in 27 countries.

Download the Morningstar Fact Sheet : http://corporate.morningstar.com/US/documents/MarketingFactSheets/AboutMorningstarFactsheet.pdf

<ul><li class="p1">Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets.</li><li class="p1">New-money purchases were somewhat anaemic. Not a single name that showed up as new-money purchases during the second quarter were bought by more than one of our top managers. </li><li class="p2">Conviction buying was not focused on any one sector. Although the purchases that took place during the period were fairly well spread out among the financial-services, healthcare, technology, and consumer cyclical sectors, most of the buying was focused on high-quality names with defendable economic moats—exemplified by a greater number of wide- and narrow-moat names.</li></ul>Analysts: Eric Compton &amp; Greggory Warren

Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets.New-money purchases were somewhat anaemic. Not a single name that showed up as new-money purchases during the second quarter were bought by more than one of our top managers. Conviction buying was not focused on any one sector. Although the purchases that took place during the period were fairly well spread out among the financial-services, healthcare, technology, and consumer cyclical sectors, most of the buying was focused on high-quality names with defendable economic moats—exemplified by a greater number of wide- and narrow-moat names.Analysts: Eric Compton &amp; Greggory Warren

Our Ultimate Stock-Pickers Top 10 New-Money Purchases

Bespoke Research on China and neighbouring regions, Bixmoor

Bixmoor

Bespoke Research on China and neighbouring regions

Bixmoor specialises in providing bespoke research to business, governments and the financial community on China and neighbouring regions. We seek to build long-term relationships with our clients, based on our expertise, our reliability and our determination to find the right solution.

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest height gain of any developed country, whereas Koreans have grown by an average of six inches over the last 100 years.

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest height gain of any developed country, whereas Koreans have grown by an average of six inches over the last 100 years. 

United Kingdom

AstraZeneca is a multinational pharmaceutical and biotechnology company that researches, develops, and manufactures prescription medicines. The company focuses on core therapeutic areas including oncology, cardiovascular, renal and metabolic diseases, respiratory and immunology, and rare diseases. It was founded in 1999 and is headquartered in Cambridge, UK.

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AstraZeneca (AZNN MM)

Recap of Key U.S. Biotechnology and Pharmaceutical Sector Events: October 17

Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate...

Dr. Bhavneesh Sharma, MD, MBA

Strike 2 in St Louis: Trump's Town Hall Trap

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues....

Athaporn Arayasantiparb, CFA

Alteogen (196170 KS): ALT-B4 Deals Keep on Coming; Number of Commercialized Products to Expand

Alteogen secured two licensing deals for ALT-B4, boosting confidence in the platform and paving the way for future deals and financial stability....

Tina Banerjee

Our Ultimate Stock-Pickers Top 10 New-Money Purchases

Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...

Morningstar, Inc.

A 'heads Up' on Changing World Heights

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest...

Bixmoor

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Recap of Key U.S. Biotechnology and Pharmaceutical Sector Events: October 17

Celgene (NASDAQ: CELG) announced successful phase 1b data of its antisense therapy GED-0301 in the treatment of Crohn's disease (48% remission rate...

Dr. Bhavneesh Sharma, MD, MBA

Strike 2 in St Louis: Trump's Town Hall Trap

Before the Battle. Even before this key 2nd presidential debate in St Louis on October 9 (but October 10 Thai time), the press raised many issues....

Athaporn Arayasantiparb, CFA

Alteogen (196170 KS): ALT-B4 Deals Keep on Coming; Number of Commercialized Products to Expand

​Alteogen secured two licensing deals for ALT-B4, boosting confidence in the platform and paving the way for future deals and financial stability....

Tina Banerjee

Our Ultimate Stock-Pickers Top 10 New-Money Purchases

Our early read on the buying and selling activity of our top managers during the second quarter uncovered a few nuggets. New-money purchases were...

Morningstar, Inc.

A 'heads Up' on Changing World Heights

A comprehensive world survey of population heights over the last century has thrown up some surprising results. Americans have had the smallest...

Bixmoor

Alteogen secured two licensing deals for ALT-B4, boosting confidence in the platform and paving the way for future deals and financial stability....