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 […]
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 […]
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 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: […]