June 23, 2024
Cellectar’s (CLRB) Next Big Milestone, Can Satellos (MSCL) Play Well With Sarepta (SRPT)? and Ventyx (VTYX) Reeling
Uncategorized
Let The Stock Breathe Cellectar Biosciences (Nasdaq: CLRB) stock has recently made a roundtrip back to its January pre-CLOVER WaM pivotal data release price. We have written about Cellectar numerous […]
June 5, 2024
Ventyx (VTYX): An Emerging NLRP3 Pure-Play With Some Legacy Baggage
Coverage Universe
Four months ago, privately held NodThera Limited announced positive weight loss data for their NLRP3 inhibitor in a diet-induced obesity (DIO) mouse model. Investors quickly extrapolated these positive early results […]
May 23, 2024
Optimism on Multiple Fronts
Coverage Universe
Optimism on Multiple Fronts We previously highlighted the notable tone shift from Delcath Systems (Nasdaq: DCTH) CEO Gerard Michel on the company’s FY23 earnings call. We referred to this shift […]
May 8, 2024
Watch out Dupixent, Here Comes……Nektar (NKTR)?……Eupraxia (EPRX)?
Coverage Universe
Reason for Optimism? We have discussed Nektar Therapeutics (Nasdaq: NKTR) as a negative EV name with an interesting litigation angle for several months. The stock has appreciated nicely since our […]
April 24, 2024
Entera (ENTX) & Protara (TARA), Bones and Bladders
Coverage Universe
Bones and Bladders In our initial note on Entera Bio (Nasdaq: ENTX), we turned their pipeline chart upside down by focusing on their earliest stage program, an oral dual-acting GLP-1/Glucagon […]
April 3, 2024
A Little of Everything, Pain (XENE), Obesity (VERU), Radiopharmaceuticals (CLRB), and a High-Stakes Data Readout
Coverage Universe
Structure Matters Investors ignore structure at their peril. In previous notes, we have highlighted how finance structures limited the impact of positive news for companies who entered into tranched financings, […]
March 14, 2024
NKTR, Obesity, and OPTN (OptiNose): A Binary Bet Worth Taking?
Coverage Universe
In a September 2023 note, we highlighted Nektar Therapeutics (Nasdaq: NKTR) as an interesting negative EV name investors should have on their radars. Although the stock has appreciated nicely since […]
February 28, 2024
Rybelsus Redux: Entera Bio (Nasdaq: ENTX) & Oral GLP-1s for Obesity
Uncategorized
Over our last few notes, we have thrown around some micro/small cap names that could benefit from the ongoing investor infatuation around development-stage obesity assets. So, in keeping with that […]
February 11, 2024
A Quick Pre-Super Bowl Update On A Few Names In Our Universe
Uncategorized
Long-tenured Xenon Pharmaceutical (Nasdaq: XENE) shareholders may have had a blast of nostalgia when the company’s CEO discussed plans to revisit their sodium channel, Nav1.7 program for pain, at their […]
January 28, 2024
Adage and Perceptive’s Curious GLP-1 Bet
Coverage Universe
What we are about to present is a trade idea. It landed on our radar after we saw this company pivot to focus on one of the biggest medical trends […]