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 […]
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 […]
September 6, 2021
Sept 6, 2021
Coverage Updates
We generally don’t focus on the macro when writing our updates, but unfortunately, we can’t dive into company-specific updates without spending a minute on the poor market sentiment around biotech, […]
March 7, 2021
March 7, 2021 Update
Coverage Updates
We thought it timely to provide an update on our coverage universe. Many of our names have imminent catalysts that warrant investors’ attention. We also have two names that we […]
July 26, 2020
July 26, 2020 Update
Coverage Updates
Since our last update note in January, we have initiated on three new companies; TLC (Nasdaq: TLC), Delcath Systems (Nasdaq: DCTH), and Epigenomics (FSE: ECX.DE, OTC: EPGNF). This brings our […]
January 16, 2020
January 16, 2020 Update
Coverage Updates
Over the past 3-months we have initiated coverage on three companies; Xenon Pharmaceuticals (Nasdaq: XENE), ESSA Pharma (Nasdaq: EPIX), and Acasti Pharma (Nasdaq: ACST). After we issue our initiation reports, […]