External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

Equity Bottom-Up

Key points (machine generated)<ul><li>Sanofi is acquiring Vigil Neuroscience for $8 per share, with an additional $2 contingent value right (CVR) based on VG-3927's commercial sale by 2035.</li><li>Vigil Neuroscience is currently priced at $7.98, presenting a low-risk opportunity for investors to benefit from the CVR as the deal is expected to close soon.</li><li>The CVR's payout is uncertain due to VG-3927's early clinical trial status for Alzheimer's disease, despite Sanofi's strong financial position and minimal regulatory hurdles.</li></ul>This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)Sanofi is acquiring Vigil Neuroscience for $8 per share, with an additional $2 contingent value right (CVR) based on VG-3927's commercial sale by 2035.Vigil Neuroscience is currently priced at $7.98, presenting a low-risk opportunity for investors to benefit from the CVR as the deal is expected to close soon.The CVR's payout is uncertain due to VG-3927's early clinical trial status for Alzheimer's disease, despite Sanofi's strong financial position and minimal regulatory hurdles.This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Vigil Neuroscience Inc (VIGL) - Monday, Jul 7, 2025

Head of Research, Krungthai XSpring

Waraporn Wiboonkanarak

Head of Research

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Krungthai XSpring

Krungthai XSpring is a full service broker. The company provides a wide range of investment services such as Securities Brokerage, Derivative Agent Business, Securities Borrowing and Lending, Securities Trading, Underwriting, Financial Advisory, Wealth Advisory, Private Fund Management and International Markets Securities Trading. 

In terms of credibility, Fitch Ratings has assigned Krunghtai XSpring a long-term rating of AA- and a national short-term rating of F1+ with stable outlook.

Thematic (Sector/Industry)

<ul><li>Vaccine stocks (NVAX, BNTX, PFE, MRNA, PCVX) had a good week, as the FDA provided new regulatory policy for COVID-19 vaccines.</li><li>While more restrictive and unconventionally delivered in a NEJM op-ed, the publication reduced uncertainty for vaccine makers and gave full support for the measles vaccine by FDA heads.</li><li>Biopharma shrugged off MFN pricing targets, as implementation remained unclear. </li></ul>

Vaccine stocks (NVAX, BNTX, PFE, MRNA, PCVX) had a good week, as the FDA provided new regulatory policy for COVID-19 vaccines.While more restrictive and unconventionally delivered in a NEJM op-ed, the publication reduced uncertainty for vaccine makers and gave full support for the measles vaccine by FDA heads.Biopharma shrugged off MFN pricing targets, as implementation remained unclear. 

Biopharma Week in Review - FDA Provides Some Certainty for Vaccines; ASCO Abstracts Snippets

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>Academia was troubled last week by Trump’s broad pause on external communications from federal health agencies, disrupting study sections (NIH), public health publications (CDC), and treatment guidelines (FDA).</li><li>The pause remains in effect until February 1, which happens to be after RFK Jr.’s confirmation hearings for HHS secretary on January 29 and 30.</li><li>In industry news, NVO saw some redemption with positive amycretin obesity data, with a positive read-through for ZLDPF</li></ul>

Academia was troubled last week by Trump’s broad pause on external communications from federal health agencies, disrupting study sections (NIH), public health publications (CDC), and treatment guidelines (FDA).The pause remains in effect until February 1, which happens to be after RFK Jr.’s confirmation hearings for HHS secretary on January 29 and 30.In industry news, NVO saw some redemption with positive amycretin obesity data, with a positive read-through for ZLDPF

Biopharma Week in Review - January 27, 2025

<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, NVO had all semaglutide dosages listed available on the FDA drug shortage list, pressuring compounded GLP-1 seller HIMS.</li><li>ABBV acquired a private Alzheimer’s biotech, boosting neuro developers PRTA, VIGL, and ALEC.</li></ul>

We review last week’s biopharma news for meaningful clinical data, regulatory updates, research innovation, and M&amp;A.Last week, NVO had all semaglutide dosages listed available on the FDA drug shortage list, pressuring compounded GLP-1 seller HIMS.ABBV acquired a private Alzheimer’s biotech, boosting neuro developers PRTA, VIGL, and ALEC.

Biopharma Week in Review - November 4, 2024

Global Healthcare Analyst

Tina Banerjee

Equity Capital Markets

Vigil Neuroscience / Equity Capital Markets

<ul>
<li>Clinical-Stage biotech company, <a href="https://www.smartkarma.com/entities/vigil-neuroscience-inc" target="_blank" data-smartkarma-citation="entities:35125:1" rel="noopener">Vigil Neuroscience Inc (VIGL US)</a> plans to offer 7 million shares at a price range of $15 to $17 per share in its upcoming IPO.</li>
<li>The company is expected to price the IPO on January 6 and trade on January 7 on NASDAQ under the ticker symbol VIGL.</li>
<li>The company developing antibody therapies for neurodegenerative diseases. Its lead candidate VGL101 is in phase 1 clinical trial, with topline data expected in H2 2022.</li>
</ul>


Clinical-Stage biotech company, Vigil Neuroscience Inc (VIGL US) plans to offer 7 million shares at a price range of $15 to $17 per share in its upcoming IPO.
The company is expected to price the IPO on January 6 and trade on January 7 on NASDAQ under the ticker symbol VIGL.
The company developing antibody therapies for neurodegenerative diseases. Its lead candidate VGL101 is in phase 1 clinical trial, with topline data expected in H2 2022.


Vigil Neuroscience (VIGL US) IPO: Early-Stage First-Of-Its-Class Pipeline Makes It a Risky Bet

United States

Vigil Neuroscience, Inc. operates as a biotechnology company. The Company focuses on discovering and developing novel therapeutics in basic science and human genetics of microglia. Vigil Neuroscience serves customers in the United States.

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Vigil Neuroscience (VIGL US)

Vigil Neuroscience Inc (VIGL) - Monday, Jul 7, 2025

Sanofi is acquiring Vigil Neuroscience for $8 per share plus a potential $2 CVR, offering investors a low-risk opportunity amid uncertainties in...

Value Investors Club (VIC)

Biopharma Week in Review - FDA Provides Some Certainty for Vaccines; ASCO Abstracts Snippets

Vaccine stocks (NVAX, BNTX, PFE, MRNA, PCVX) had a good week, as the FDA provided new regulatory policy for COVID-19 vaccines.

Krungthai XSpring

Biopharma Week in Review - January 27, 2025

Academia was troubled last week by Trump’s broad pause on external communications from federal health agencies, disrupting study sections (NIH),...

Water Tower Research

Biopharma Week in Review - November 4, 2024

Last week, NVO had all semaglutide dosages listed available on the FDA drug shortage list, pressuring compounded GLP-1 seller HIMS.

Water Tower Research

Vigil Neuroscience (VIGL US) IPO: Early-Stage First-Of-Its-Class Pipeline Makes It a Risky Bet

The company plans to raise $112 million through its IPO. Vigil is a clinical-stage biotech company, whose lead drug candidate has just entered into...

Tina Banerjee

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