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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Saroglitazar: Targeting Non-Alcoholic Steatohepatitis, a Potential US$35-40 Billion Market.
Nonalcoholic fatty liver disease (NAFLD), a disorder characterized by fatty changes (and fibrosis in later stages) is expected to affect about 20...
642 Views
New Long Position: 'Red Bull' like Immune Boost Against Cancer
Immune Design Corp (IMDZ US) is an emerging immuno-oncology company (based in Seattle, Washington) that is using its proprietary technology in...
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Contrarian Idea of the Day: Long Dynavax Technologies (DVAX US)
Dynavax Technologies (DVAX) common stock plunged today after receiving a complete response letter (CRL) from FDA regarding its approval...
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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...
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