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...
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No Pain, Potential for Lots of Gain for Pfizer, Lilly, and Regeneron
The history of pain drugs that target nerve growth factor has been a roller-coaster ride for drug developers and investors. In 2010, expectations...
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Healthcare Observer:Â Orthopedic Innovation Beyond Large Joint Market Fuels Long-Term Growth
Over the next decade, we expect orthopedic innovation in extremities, robotics, and 3-D printing to be key drivers of growth as fee-for-value...
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Morningstar Healthcare Observer: Biotech Industry Undervalued
The median price/fair value in our biotech universe is 0.87, and in late September valuations fell to their cheapest levels since 2011. While this...
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SoulCycle IPO - Good for your portfolio and your soul?
"Dance party on a bike" - that's how the founders of SoulCycle like to describe their business. SoulCycle is a lifestyle and fitness brand that...
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