Pharma/ Biotechnology Investments Specialist, Vasuda Capital Management

Dr. Bhavneesh Sharma, MD, MBA

Pharma/ Biotechnology Investments Specialist

Vasuda Capital Management

Thematic (Sector/Industry)

<a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

 Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related agitation, an area of great unmet need. Alzheimer's related agitation could be even a larger potential market than Alzheimer-related psychosis (ADP). The drug is already in a phase 2 trial for ADP and results are expected later this year (which could provide an upward boost to the stock). We recommend accumulating the stock on current weakness. Our price…

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Summary<ul class="summary_content"><li>We discuss our portfolio companies <a href="https://www.smartkarma.com/entities/10370" target="_blank" data-smartkarma-citation="entities:10370:1">Acadia Pharmaceuticals Inc (ACAD US)</a>, <a href="https://www.smartkarma.com/entities/7399" target="_blank" data-smartkarma-citation="entities:7399:1">Portola Pharmaceuticals Inc (PTLA US)</a>, <a href="https://www.smartkarma.com/entities/4706" target="_blank" data-smartkarma-citation="entities:4706:1">Dynavax Technologies Corp (DVAX US)</a>, and Minerva Neurosciences (NERV US NASDAQ). We also discuss <a href="https://www.smartkarma.com/entities/4864" target="_blank" data-smartkarma-citation="entities:4864:1">Vertex Pharmaceuticals Inc (VRTX US)</a> and <a href="https://www.smartkarma.com/entities/23652" target="_blank" data-smartkarma-citation="entities:23652:1">Crispr Therapeutics Ag (CRSP US)</a>. Portola Pharmaceuticals filed NDA for Betrixaban in extended venous thromboembolism prophylaxis. Dynavax Technologies announced additional subgroup data (diabetes, smokers, older adults and obese) showing…</li></ul>

SummaryWe discuss our portfolio companies Acadia Pharmaceuticals Inc (ACAD US), Portola Pharmaceuticals Inc (PTLA US), Dynavax Technologies Corp (DVAX US), and Minerva Neurosciences (NERV US NASDAQ). We also discuss Vertex Pharmaceuticals Inc (VRTX US) and Crispr Therapeutics Ag (CRSP US). Portola Pharmaceuticals filed NDA for Betrixaban in extended venous thromboembolism prophylaxis. Dynavax Technologies announced additional subgroup data (diabetes, smokers, older adults and obese) showing…

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector:Mid-Week Update (October 27)

SGX Market Strategist, Equity & Fixed Income, Singapore Exchange Ltd (SGX)

Geoff Howie

SGX Market Strategist, Equity & Fixed Income

Asia’s leading multi-asset exchange

Singapore Exchange Ltd (SGX)

Singapore Exchange is Asia’s leading and trusted market infrastructure, facilitating the exchange of capital and ideas to create value for people, businesses and economies. As a multi-asset exchange operating equity, fixed income and derivatives markets to the highest regulatory standards, SGX is a vertically integrated business that provides listing, trading, clearing, settlement, depository and data services.

With about 40% of listed companies and over 80% of listed bonds originating outside of Singapore as well as established linkages across the region and in Europe, SGX is Asia’s most international and connected exchange. Offering a full suite of derivatives products across Asian equity indices, commodities and currencies, SGX is the world’s most liquid international market for the benchmark equity indices of China, India, Japan and ASEAN.

As Asia’s pioneering central counterparty, SGX is globally recognised for its risk management and clearing capabilities, and was one of the first globally to adopt the Principles for Financial Market Infrastructure.

Headquartered in AAA-rated Singapore, SGX has over 800 employees including offices in Beijing, Chicago, Hong Kong, London, New York, Mumbai, San Francisco, Shanghai and Tokyo.

<ul><li>From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. </li><li>For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.</li><li>Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. </li></ul>

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and medical equipment diverge across the region, and still trail the per capita averages of the 34 OECD member countries. For a shorter-term perspective, over the past five weeks, four Healthcare stocks (Cordlife Group, iX Biopharma, UG Healthcare Corporation &amp; Health Management International) have released Annual Reports whilst a secondary listing (Techcomp Holdings) has released an Interim Report.Within these reports, there are examples of how the Healthcare Sector is adapting to Asia Pacific demographics, maintaining an ongoing focus on Research &amp; Development, monitoring pharmaceutical &amp; food regulation trends, collaborating with communities to build business channels, expansion of production lines and pursuing value chain management in manufacturing and distribution. 

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)

<a href="https://www.smartkarma.com/entities/21112" target="_blank" data-smartkarma-citation="entities:21112:1">Galapagos NV (GLPG NA)</a> seems to have got some investor attention after the successful results of <a href="https://www.smartkarma.com/entities/7410" target="_blank" data-smartkarma-citation="entities:7410:1">Celgene Corp (CELG US)</a> anti-inflammatory product candidate for the treatment of Crohn's disease. Galapagos' filgotinib is being developed in partnership with <a href="https://www.smartkarma.com/entities/973" target="_blank" data-smartkarma-citation="entities:973:1">Gilead Sciences Inc (GILD US)</a> and showed 48% remission and 67% clinical response in Crohn's disease. A phase 3 trial of the drug will start soon. Our sentiment on Galapagos stock: neutral. <a href="https://www.smartkarma.com/entities/8669" target="_blank" data-smartkarma-citation="entities:8669:1">Atara Biotherapeutics Inc (ATRA US)</a> received PRIME…

Galapagos NV (GLPG NA) seems to have got some investor attention after the successful results of Celgene Corp (CELG US) anti-inflammatory product candidate for the treatment of Crohn's disease. Galapagos' filgotinib is being developed in partnership with Gilead Sciences Inc (GILD US) and showed 48% remission and 67% clinical response in Crohn's disease. A phase 3 trial of the drug will start soon. Our sentiment on Galapagos stock: neutral. Atara Biotherapeutics Inc (ATRA US) received PRIME…

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: Mid-Week Update

United States

ResMed Inc. develops, manufactures, and markets medical equipment for the treatment of sleep disordered breathing.  The Company sells diagnostic and treatment devices in various countries through its subsidiaries and independent distributors.

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Resmed Inc (RMD US)

Some Actionable Ideas in the Biotechnology and Pharmaceutical Sector: October 31 Sector Update

Acadia Pharmaceuticals Inc (ACAD US), our portfolio company announced the initiation of a phase 2 study of Nuplazid in Alzheimer's related...

Dr. Bhavneesh Sharma, MD, MBA

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...

Dr. Bhavneesh Sharma, MD, MBA

Key Drivers of Asia's Healthcare Sector

From a demand perspective, Asia’s population is growing as is longevity. On the supply side, Asia’s number of doctors, nurses, hospitals and...

Singapore Exchange Ltd (SGX)

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

Recap of Key Events in the U.S. Biotechnology and Pharmaceutical Sector: Mid-Week Update

Galapagos NV (GLPG NA) seems to have got some investor attention after the successful results of Celgene Corp (CELG US) anti-inflammatory product...

Dr. Bhavneesh Sharma, MD, MBA

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