October 9, 2023
DCTH: A Name From The Past
Coverage Universe
Recently a portfolio manager friend, Eden Rahim of Next Edge Capital, circulated a document titled “WHERE BIOTECH IS & WHY HAS IT GOTTEN HERE?” where he describes the plight of […]
October 1, 2023
Follow up on SLNO, OCUP, APLIF; and a new Idea (ANEB)
Coverage Universe
Follow-up From Our Last Note In our last note, we highlighted three companies with catalysts that were due to occur before the end of September; Appili Therapeutics (TSXV: APLI, OTC: […]
September 11, 2023
Satellos Biosciences; A potential small-cap DMD play
Coverage Universe
Satellos in Four Sentences: Satellos Biosciences is taking a completely novel approach to the treatment of a devastating degenerative muscle disease – Duchenne muscular dystrophy. The company’s lead candidate, SAT-3153, […]
September 4, 2023
September Ideas
Coverage Updates
A New Name We’re Watching For those who love negative EV names, one to watch is Nektar Therapeutics (Nasdaq: NKTR). Once a high-flying cancer immunotherapy company with an eye-popping $18b […]
May 1, 2023
Gain Therapeutics (Nasdaq: GANX)
Coverage Universe
Concise Investment Rationale Gain has an AI-enabled drug discovery platform, SEE-Tx, that is fast approaching having its first drug, GT-02287, enter human studies. GT-02287 has disease-modifying potential for a genetically […]
April 28, 2023
News & Notes from the Bloom Burton Conference
Coverage Updates
The Bloom Burton Healthcare Conference in Toronto is an annual pilgrimage for most Canadian life science investors, companies, and service providers. Here are some of my thoughts from the conference. […]
February 28, 2023
Delcath, Ocuphire and Perimeter Medical
Coverage Updates
2022 was a very challenging year for life science investors. At Encode, we struggled mightily to stay positive and optimistic about the sector. Conversations about the life sciences on Twitter […]
July 19, 2022
Xenon Pharma
Coverage Updates
Of all the names in our coverage universe Xenon (Nasdaq: XENE) has been the most resilient during one of the bleakest biotech tapes in history. After shooting up 100% off […]
June 13, 2022
Modular Medical
Coverage Updates
Modular Medical (Nasdaq: MODD) has had an eventful 1H22. The company raised $23mm through two transactions, uplisted to Nasdaq, and appointed its largest institutional shareholder, Jeb Besser of Manchester Management, […]
May 24, 2022
Ocuphire Pharma
Coverage Updates
Over the coming weeks we will be providing updates on many of the companies within our coverage universe. We recognize market sentiment, especially in the life sciences, continues to be […]