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 […]
March 7, 2022
Manchester Management
Podcasts
An interview with Jeb Besser, Managing Member at Manchester Management, a $100M AUM hedge fund that makes concentrated investments in micro/small cap health care and technology companies. In February 2022, […]
February 14, 2022
Social Capital LP
Podcasts
In January 2022, Social Capital made a C$43.4 million strategic investment in Perimeter Medical Imaging AI (TSX-V: PINK, US: PYNKF) to advance Perimeter’s ultra-high-resolution, real-time, imaging technology. In this podcast, […]
December 13, 2021
Rosalind Advisors
Podcasts
An interview with Gil Aharon of Rosalind Advisors, where we discuss his perspective on the macro biotech market. Having run a dedicated life science fund for >10 years, Gil puts […]
November 30, 2021
Findell Capital
Podcasts
An interview with Brian Finn, Founder and CIO of Findell Capital, where we discuss his perspective on small-cap investing. Findell Capital is a ~65mm investment firm focused on finding deep […]