Smartkarma Research Team, Smartkarma

Smartkarma Research

Smartkarma Research Team

Smartkarma

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<p><strong>[UPDATE: This webinar has been postponed until further notice]</strong></p>
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<li>In the next installment of our Webinar series, we go live with Smartkarma Insight Provider <a href="https://www.smartkarma.com/profiles/andrei-zakharov" target="_blank" data-smartkarma-citation="accounts:12122" rel="noopener">Andrei Zakharov</a> </li>
<li>He will be discussing some U.S. SaaS stocks, crypto mining companies as part of his High Conviction Trade Ideas in the US.</li>
<li>He will also be sharing his insights into his high-conviction trade idea in biotech - oncology-focused company, Revolution Medicines. </li>
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<h3>The webinar will be hosted on Wednesday, 14 August 2023, 17:00 SGT/HKT.</h3>
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<h2><a href="https://share.hsforms.com/1H9pFZOB-RF2J00kbvMmxcw2c5gj?zoom_webinar_id=86111920818" target="_blank" rel="noopener">Register for the Webinar here</a></h2>
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<p><a href="https://www.smartkarma.com/profiles/andrei-zakharov" target="_blank" data-smartkarma-citation="accounts:12122" rel="noopener">Andrei Zakharov</a> is the founder of independent equity research firm Algosun Global Limited, with broad professional experience at leading multinational banks Citibank and Morgan Stanley. Andrei has a respectable background in wealth advisory services for UHNW individuals, alternative energy buy-side research, in-depth analysis of pre-IPO technology unicorns, and portfolio management.</p>
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[UPDATE: This webinar has been postponed until further notice]

In the next installment of our Webinar series, we go live with Smartkarma Insight Provider Andrei Zakharov 
He will be discussing some U.S. SaaS stocks, crypto mining companies as part of his High Conviction Trade Ideas in the US.
He will also be sharing his insights into his high-conviction trade idea in biotech - oncology-focused company, Revolution Medicines. 



The webinar will be hosted on Wednesday, 14 August 2023, 17:00 SGT/HKT.





Register for the Webinar here





Andrei Zakharov is the founder of independent equity research firm Algosun Global Limited, with broad professional experience at leading multinational banks Citibank and Morgan Stanley. Andrei has a respectable background in wealth advisory services for UHNW individuals, alternative energy buy-side research, in-depth analysis of pre-IPO technology unicorns, and portfolio management.


Smartkarma Webinar | High Conviction Trade Ideas in the US

Covering IPOs, Healthcare and Technology Stocks

Andrei Zakharov

<ul>
<li>Sanofi, a French multinational healthcare company, terminated the SHP2 inhibitor RMC-4630 development and commercialization agreement in 2022. The company did not disclose any specific reasons.</li>
<li>However, Revolution Medicines regained all global rights granted to Sanofi, and management reiterated that RMC-4630 is a potentially important RAS oral inhibitor in the company’s pipeline.</li>
<li>A US-based oncology company completed a public equity offering in March and raised ~$324M of net proceeds. Moreover, Revolution Medicines acquired EQRx and secured access to $1B+ of capital. </li>
</ul>


Sanofi, a French multinational healthcare company, terminated the SHP2 inhibitor RMC-4630 development and commercialization agreement in 2022. The company did not disclose any specific reasons.
However, Revolution Medicines regained all global rights granted to Sanofi, and management reiterated that RMC-4630 is a potentially important RAS oral inhibitor in the company’s pipeline.
A US-based oncology company completed a public equity offering in March and raised ~$324M of net proceeds. Moreover, Revolution Medicines acquired EQRx and secured access to $1B+ of capital. 


2023 High Conviction Update: Revolution Medicines, RVMD/EQRx Deal Adds $1B+ Of Capital

Algosun Global

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<a href="https://www.smartkarma.com/entities/revolution-medicines-inc" target="_blank" data-smartkarma-citation="entities:36535:1" rel="noopener">Revolution Medicines (RVMD US)</a>  is focused on therapies to inhibit frontier targets in RAS-addicted cancers. The company’s pipeline is among the strongest in small-cap biotech. </li>
<li>We expect Revolution Medicines shares to outperform the market over the next 12 months as solid performance from the RAS(ON) inhibitor pipeline and oral inhibitor of SHP2 continues. </li>
<li>Investors gain confidence in the rest of the RAS(ON) inhibitor pipeline, including RMC-6291, RMC-6236, and RMC-5552. Management will provide topline data from RMC-4630-03 in 2H 2023. </li>
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Revolution Medicines (RVMD US)  is focused on therapies to inhibit frontier targets in RAS-addicted cancers. The company’s pipeline is among the strongest in small-cap biotech. 
We expect Revolution Medicines shares to outperform the market over the next 12 months as solid performance from the RAS(ON) inhibitor pipeline and oral inhibitor of SHP2 continues. 
Investors gain confidence in the rest of the RAS(ON) inhibitor pipeline, including RMC-6291, RMC-6236, and RMC-5552. Management will provide topline data from RMC-4630-03 in 2H 2023. 


2023 High Conviction: Revolution Medicines – Cracking The KRAS In Cancer

United States

Revolution Medicines, Inc. operates as an oncology company. The Company discovers novel targeted therapies to inhibit elusive frontier targets within notorious growth and survival pathways. Revolution Medicines serves customers worldwide.

Revolution Medicines (RVMD US)

Smartkarma Webinar | High Conviction Trade Ideas in the US

Join us as we go live with Smartkarma Insight Provider Andrei Zakharov as he discusses some U.S. SaaS stocks, crypto mining companies, and his high...

Smartkarma Research

2023 High Conviction Update: Revolution Medicines, RVMD/EQRx Deal Adds $1B+ Of Capital

RVMD/EQRx deal will add $1B+ of capital and help to support a rich clinical development pipeline and combination strategies for RAS-addicted cancers.

Andrei Zakharov

2023 High Conviction: Revolution Medicines – Cracking The KRAS In Cancer

Oncology-focused unicorn Revolution Medicines is our high-risk/high-reward conviction idea for 2023 as we see room for further gains among select...

Andrei Zakharov