Equity Long-Short Analyst

Pyari Menon

Thematic (Sector/Industry)

<ul>
<li>In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.</li>
<li>In terms of quantity and quality of innovations <a href="https://www.smartkarma.com/entities/alnylam-pharmaceuticals-inc" target="_blank" data-smartkarma-citation="entities:2191:1" rel="noopener">Alnylam Pharmaceuticals (ALNY US)</a>  and <a href="https://www.smartkarma.com/entities/moderna-inc" target="_blank" data-smartkarma-citation="entities:28744:1" rel="noopener">Moderna (MRNA US)</a>  are best positioned. Among private companies Senda Biosciences screened well. </li>
<li>Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.</li>
</ul>


In this report we analyzed data from technical publications to review leadership in RNA related therapeutics. We have listed the top thirty.
In terms of quantity and quality of innovations Alnylam Pharmaceuticals (ALNY US)  and Moderna (MRNA US)  are best positioned. Among private companies Senda Biosciences screened well. 
Partnerships and acquisitions  between RNA startups and big pharma as well as between big pharma and big pharma highlight RNA's potential versatility, risks and the necessity for RNA related exposure.


Who Are Leading the Charge in the RNAissance of Medicine

Research from Water Tower Research, Water Tower Research

Water Tower Research

Research from Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Equity Research Firm

<ul><li>Biotech fared better than pharma, as macro trends mostly favored growth stocks and LLY weakness pressured the large cap group.</li><li>M&amp;A activity also helped biotech, with NVS acquiring RLGS at a 108% premium and MKKGY buying SWTX after months of speculation.</li><li>Sentiment remained cautious among industry leaders, with another potential sign of regulatory disruption as the FDA missed Stealth’s (private) PDUFA date.</li></ul>

Biotech fared better than pharma, as macro trends mostly favored growth stocks and LLY weakness pressured the large cap group.M&amp;A activity also helped biotech, with NVS acquiring RLGS at a 108% premium and MKKGY buying SWTX after months of speculation.Sentiment remained cautious among industry leaders, with another potential sign of regulatory disruption as the FDA missed Stealth’s (private) PDUFA date.

Biopharma Week in Review - Macro and M&A Boost Biotech; NVO Moves to Slow LLY Obesity Lead

United States

Regulus Therapeutics Inc. operates within the biopharmaceutical industry. The Company's products aim to treat and prevent hepatitis C infections, cardiovascular, fibrosis, oncology, immuno-inflammatory, and metabolic diseases. Regulas Therapeutics offers its services worldwide.

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Regulus Therapeutics (RGLS US)

Who Are Leading the Charge in the RNAissance of Medicine

RNA therapeutics: We analyze the field and spotlight top players driving this precision medicine, for tackling rare diseases with innovative solutions

Pyari Menon

Biopharma Week in Review - Macro and M&A Boost Biotech; NVO Moves to Slow LLY Obesity Lead

Biotech fared better than pharma, as macro trends mostly favored growth stocks and LLY weakness pressured the large cap group.

Water Tower Research

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