January 15, 2024
Cellectar (CLRB) Delivers at JPM and a New(ish) Name
Uncategorized
Last Monday, Cellectar Biosciences (Nasdaq: CLRB) reported topline data from their pivotal study with their radiopharmaceutical CLR 131 in the rare cancer indication, Waldenstrom’s macroglobulinemia (WM). The data were expected […]
January 1, 2024
Names We’re Watching in 2024
Coverage Universe
Xenon Pharmaceuticals (Nasdaq: XENE) Xenon always issues a press release heading into the JP Morgan conference outlining their plans for the year, so investors should get clarity on their depression/mood […]
December 17, 2023
TARA: A New Name We’re Watching
Uncategorized
A respected biotech executive, and active investor, we know well, recently suggested we look at Protara Therapeutics (Nasdaq: TARA). Our interest was quickly piqued when we saw a ~$30mm valuation, […]
December 3, 2023
Follow-Up Note on Xenon & Fennec a Commercial Name to Watch
Coverage Universe
Xenon Cashed Up For Depression, Epilepsy, and Maybe More Last month we published a note highlighting Xenon Pharmaceuticals (Nasdaq: XENE) and two impending Phase 2 data readouts that should be […]
November 5, 2023
XENE: A Name From The Past
Coverage Universe
Over the past few years, we have frequently written on Xenon Pharmaceuticals (Nasdaq: XENE) and how it had withstood the biotech headwinds better than most. However, it recently swooned to […]
October 21, 2023
Reviewing CLRB Ahead of Ph3 Data
Coverage Universe
A Trend We’re Following To tranche or not to tranche is the question that often faces microcap life science CEOs with vulnerable balance sheets today. The formula goes something like […]
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 […]