Stolen Ideas out from Left Field, Left Field Investing

Left Field Investing

Stolen Ideas out from Left Field

Stolen ideas out from left field with an occasional original idea.

Equity Bottom-Up

<ul><li>SKY-515 came out with 15-month interim data recently.</li><li>What was said in the press release was unsurprising in light of the 12-month data shared.</li><li>At 12 months, participants receiving SKY-0515 demonstrated favorable outcomes across every component of the composite Unified Huntington’s Disease Rating Scale (cUHDRS): Total Functional Capacity (TFC): Mean change from baseline of +0.</li></ul>

SKY-515 came out with 15-month interim data recently.What was said in the press release was unsurprising in light of the 12-month data shared.At 12 months, participants receiving SKY-0515 demonstrated favorable outcomes across every component of the composite Unified Huntington’s Disease Rating Scale (cUHDRS): Total Functional Capacity (TFC): Mean change from baseline of +0.

thoughts on AMT-130 & HD interventions broadly

CEO / Founder, Crea8

Kim-Hwa Lim

CEO / Founder

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Crea8

Crea8 blends AI-driven precision, big data scalability, and rigorous quantitative frameworks with seasoned human insight. By extracting actionable intelligence from vast global datasets, we eliminate emotional bias and deliver optimal risk-adjusted returns. Our hybrid approach uncovers hidden market efficiencies and ensures your capital is dynamically positioned across markets.

Cross Asset Strategy

<ul>
<li>The strategy seeks to invest in companies that provide life’s essential goods and services.</li>
<li>These companies support our societal well-being and are less likely to be subject to hype.</li>
<li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li>
</ul>


The strategy seeks to invest in companies that provide life’s essential goods and services.
These companies support our societal well-being and are less likely to be subject to hype.
By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.


Global Life Essential Portfolio (14-Sep-2026)

<ul><li>The strategy seeks to invest in companies that provide life’s essential goods and services.</li><li>These companies support our societal well-being and are less likely to be subject to hype.</li><li>By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.</li></ul>

The strategy seeks to invest in companies that provide life’s essential goods and services.These companies support our societal well-being and are less likely to be subject to hype.By adopting a portfolio of stocks instead of individual stocks, the strategy is diversified across countries and industries; and optimised with respect to their expected risks and returns.

Global Life Essential Portfolio (18-Aug-2026)

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.

<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!

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. 

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)

thoughts on AMT-130 & HD interventions broadly

SKY-515 came out with 15-month interim data recently. What was said in the press release was unsurprising in light of the 12-month data shared.

Left Field Investing

Global Life Essential Portfolio (14-Sep-2026)

The strategy seeks to invest in companies that provide life’s essential goods and services. These companies support our societal well-being and...

Crea8

Global Life Essential Portfolio (18-Aug-2026)

The strategy seeks to invest in companies that provide life’s essential goods and services. These companies support our societal well-being and...

Crea8

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

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

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