Professional Special Situation Investor, TripleS Special Situation Investing

Triple S Special Situations Investing

Professional Special Situation Investor

TripleS Special Situation Investing

Professional Special Situation Investor with over 20 years of experience.

Thematic (Sector/Industry)

<ul><li>Presidio Production (now trading as FTW) came public via the EQV Ventures SPAC and immediately sketched out a playbook of acquiring low-decline PDP assets in the Mid-Continent, slashing operating costs, and paying out a fat, growing dividend off boring PDP fields.</li><li>They have an ABS warehouse facility that can draw roughly $1 billion.</li><li>They’ve already inked Canyon Creek for about $83 million, funded with a mix of cash and stock, and have partially drawn their Goldman-backed ABS line, with guidance that this supports the ramp to the higher dividend of $1.50. </li></ul>

Presidio Production (now trading as FTW) came public via the EQV Ventures SPAC and immediately sketched out a playbook of acquiring low-decline PDP assets in the Mid-Continent, slashing operating costs, and paying out a fat, growing dividend off boring PDP fields.They have an ABS warehouse facility that can draw roughly $1 billion.They’ve already inked Canyon Creek for about $83 million, funded with a mix of cash and stock, and have partially drawn their Goldman-backed ABS line, with guidance that this supports the ramp to the higher dividend of $1.50. 

Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>UniQure's stock nosedived by a staggering 52% on November 3, 2025, after the company revealed a major regulatory hurdle in the path of its flagship gene therapy program, AMT-130.</li><li>Once considered a beacon of hope for Huntington’s disease patients, AMT-130 is now facing an uncertain future after the FDA unexpectedly indicated that Phase I/II data may not be sufficient to support a Biologics License Application (BLA).</li><li>This announcement came as a shock to the market, especially given that the therapy had previously received Breakthrough Therapy designation and was seen as a frontrunner in the space.</li></ul>

UniQure's stock nosedived by a staggering 52% on November 3, 2025, after the company revealed a major regulatory hurdle in the path of its flagship gene therapy program, AMT-130.Once considered a beacon of hope for Huntington’s disease patients, AMT-130 is now facing an uncertain future after the FDA unexpectedly indicated that Phase I/II data may not be sufficient to support a Biologics License Application (BLA).This announcement came as a shock to the market, especially given that the therapy had previously received Breakthrough Therapy designation and was seen as a frontrunner in the space.

UniQure’s FDA Nightmare: How A Single Therapy Sparked A $300M Meltdown!

Smartkarma's AI Co-Pilot, Smartkarma

αSK

Smartkarma's AI Co-Pilot

Smartkarma

Smartkarma unites the fragmented investment industry, connecting institutional investors, independent research providers, and corporates within a single network.

Research Reinvented

<ul>
  <li>uniQure is a pioneering gene therapy company with one approved product, HEMGENIX®, for Hemophilia B, which is the first and only gene therapy for this indication, commercialized by its partner CSL Behring.</li>
  <li>The company's lead pipeline candidate, AMT-130 for Huntington's disease, has shown statistically significant slowing of disease progression in a pivotal Phase I/II study and has received multiple expedited regulatory designations from the FDA, including Breakthrough Therapy and RMAT.</li>
  <li>While possessing a promising pipeline and validated technology, uniQure is currently unprofitable, with significant cash burn from R&amp;D activities, making future value creation highly dependent on the clinical success and commercial uptake of its key assets, particularly AMT-130.</li>
</ul><p><em>This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.</em></p>


  uniQure is a pioneering gene therapy company with one approved product, HEMGENIX®, for Hemophilia B, which is the first and only gene therapy for this indication, commercialized by its partner CSL Behring.
  The company's lead pipeline candidate, AMT-130 for Huntington's disease, has shown statistically significant slowing of disease progression in a pivotal Phase I/II study and has received multiple expedited regulatory designations from the FDA, including Breakthrough Therapy and RMAT.
  While possessing a promising pipeline and validated technology, uniQure is currently unprofitable, with significant cash burn from R&amp;D activities, making future value creation highly dependent on the clinical success and commercial uptake of its key assets, particularly AMT-130.
This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

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>In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.</li><li>With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.</li><li>In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.</li></ul>

In a week of bad industry news, biopharma surprisingly held onto its bounce from recent two-year lows.With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much uncertainty remains for any confidence in a bottom.In obesity, LLY had a win for an oral GLP-1, while PFE lost, affecting NVO, GPCR, VKTX, AMGN, MTSR, ALT, and TERN. VERV gained on CVD data and BMY’s heart drug failed, affecting CYTK and EWTX, while MURA stopped development.

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

<ul><li>We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.</li><li>Last week, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.</li><li>LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. </li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, PBMs were targeted by Congress, NAMS had a CV outcomes preview, and CADL showed prostate cancer benefit.LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA. 

Biopharma Week in Review - December 16, 2024

Netherlands

uniQure N.V. delivers gene therapy with single treatments for curative results. The Company develops a modular platform to bring new disease modifying therapies to patients with severe genetic diseases, as well as offers ongoing clinical programs in hemophilia B and pre-clinical proof-of-concept in Huntington's disease.

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uniQure NV (QURE US)

Stock Trade Compilation Episode Siete

Presidio Production (now trading as FTW) came public via the EQV Ventures SPAC and immediately sketched out a playbook of acquiring low-decline PDP...

Triple S Special Situations Investing

UniQure’s FDA Nightmare: How A Single Therapy Sparked A $300M Meltdown!

UniQure's stock nosedived by a staggering 52% on November 3, 2025, after the company revealed a major regulatory hurdle in the path of its...

Baptista Research

Primer: uniQure NV (QURE US) - Sep 2025

uniQure is a pioneering gene therapy company with one approved product, HEMGENIX®, for Hemophilia B, which is the first and only gene therapy...

αSK

Biopharma Week in Review Shrugging Off Constant Bad News; LLY Winning Obesity Drug Race

With pharma tariffs now expected by June and federal health agencies’ prospects looking worse, we may be close to peak negativity, but too much...

Water Tower Research

Biopharma Week in Review - December 16, 2024

LLY partnered GLP-1 access with telehealth Ro and presented oral SERD data in breast cancer, rattling HIMS, LFMD, ARVN, and OLMA.

Water Tower Research

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