As the company “Pivots” from development to commercial stage, we believe shareholders could reap outsized returns.
February 22, 2021
by 2023, Processa could have one, or more, programs in Ph3, warranting a substantial bump in valuation, which we estimate to be >$500mm.
November 9, 2020
Low Science / High Science, Low Risk / High Risk, Ocuphire has a little of everything, heading into a data-rich 2021.
October 21, 2020
We believe Perimeter’s widefield OCT unit, OTIS, can be a solution to the reexcision “epidemic” in breast conservation surgery.
May 19, 2020
We believe Delcath’s $50mm market cap today is a reflection of its colorful past, not its bright future.
April 27, 2020
We believe TLC can achieve a market cap of ~400mm this year based on positive TLC590 Ph2 data, and growing investor enthusiam towards the completion of the TLC599 Ph3 study.
October 16, 2019
We believe through clinical success with their lead assets, XEN496 and XEN1101, Xenon can achieve a market cap of >$1 billion by 2021, reflecting a nearly 4.5x multiple from its recent share price of $8.35 (10/11/19).