Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI EAFE have been able to stabilize from a price perspective in recent weeks despite relative strength weakness vs. MSCI ACWI.  In today’s report we scour the globe for attractive investments, ex-U.S., in an environment where selectivity is key.  

Global Equity Strategy: Where to Hide Outside the U.S.

Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

Summary: We discuss <a href="https://www.smartkarma.com/entities/1427" target="_blank" data-smartkarma-citation="entities:1427">Atyr Pharma Inc (LIFE US)</a>, <a href="https://www.smartkarma.com/entities/21433" target="_blank" data-smartkarma-citation="entities:21433">DBV Technologies SA (DBV FP)</a>, <a href="https://www.smartkarma.com/entities/3285" target="_blank" data-smartkarma-citation="entities:3285">Advaxis Inc (ADXS US)</a>, <a href="https://www.smartkarma.com/entities/14350" target="_blank" data-smartkarma-citation="entities:14350">Global Blood Therapeutics Inc (GBT US)</a>, <a href="https://www.smartkarma.com/entities/9268" target="_blank" data-smartkarma-citation="entities:9268">Versartis Inc (VSAR US)</a>, Ascendis Pharma (ASND US), and Windtree Therapeutics (WINT US).<a href="https://www.smartkarma.com/entities/1427" target="_blank" data-smartkarma-citation="entities:1427:1">Atyr Pharma Inc (LIFE US)</a>, one of our watch-list companies, received FDA Fast track designation for Resolaris in the treatment of facioscapulohumeral muscle dystrophy (FSHD).  Earlier this month, the company announced successful phase 1b/2 trial results in adult FSHD. The…

Summary: We discuss Atyr Pharma Inc (LIFE US), DBV Technologies SA (DBV FP), Advaxis Inc (ADXS US), Global Blood Therapeutics Inc (GBT US), Versartis Inc (VSAR US), Ascendis Pharma (ASND US), and Windtree Therapeutics (WINT US).Atyr Pharma Inc (LIFE US), one of our watch-list companies, received FDA Fast track designation for Resolaris in the treatment of facioscapulohumeral muscle dystrophy (FSHD).  Earlier this month, the company announced successful phase 1b/2 trial results in adult FSHD. The…

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: October 24 (Monday)

France

Ipsen SA manufactures and markets a wide range of medical drugs for targeted disease areas including oncology, endocrinology, and neuromuscular disorders.

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Ipsen SA (IPN FP)

Global Equity Strategy: Where to Hide Outside the U.S.

The U.S. has continued to separate itself from broad emerging market and developed international indexes. One positive is that MSCI EM and MSCI...

Vermilion Research

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: October 24 (Monday)

Summary: We discuss Atyr Pharma Inc (LIFE US), DBV Technologies SA (DBV FP), Advaxis Inc (ADXS US), Global Blood Therapeutics Inc (GBT US),...

Dr. Bhavneesh Sharma, MD, MBA

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