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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New Long Position: Novel Drug for Wet-AMD, a Common Cause of Blindness, and Upcoming Catalyst.
We opened a new long position today in Ophthotech Corp (OPHT US), an emerging biotechnology company that is developing novel drugs for wet-type...
571 Views
American Society of Hematology (ASH) -Annual Conference (2016) Preview
With a focus on novel mechanisms of action (MoA), we highlight select non-Hodgkin's lymphoma (NHL) and Multiple Myeloma (MM) related abstracts at...
363 Views
Actionable Ideas in the Biotechnology and Pharmaceutical Sectors (Incl. Insider Buying): November 28
Ziopharm Oncology Inc (ZIOP US) announced impressive survival data for its immune-boosting therapy AD-RTS-hIL-12 + veledimex in recurrent pediatric...
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MedTech as an Investment Theme
Medicine is changing. For hundreds of years, the key drivers of progress were biology and chemistry. Now they are data science and software.Big...
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