Research Notes and Ideas

Bones and Bladders In our initial note on Entera Bio (N...

Structure Matters Investors ignore structure at their p...

In a September 2023 note, we highlighted Nektar Therape...

Over our last few notes, we have thrown around some mic...

Long-tenured Xenon Pharmaceutical (Nasdaq: XENE) shareh...

What we are about to present is a trade idea.  It land...

Last Monday, Cellectar Biosciences (Nasdaq: CLRB) repor...

Xenon Pharmaceuticals (Nasdaq: XENE) Xenon always issue...

A respected biotech executive, and active investor, we ...

Xenon Cashed Up For Depression, Epilepsy, and Maybe Mor...

Over the past few years, we have frequently written on ...

A Trend We’re Following To tranche or not to tranche ...

Recently a portfolio manager friend, Eden Rahim of Next...

Follow-up From Our Last Note In our last note, we highl...

Satellos in Four Sentences:  Satellos Biosciences is t...

A New Name We’re Watching For those who love negative...

Concise Investment Rationale Gain has an AI-enabled dru...

The Bloom Burton Healthcare Conference in Toronto is an...

2022 was a very challenging year for life science inves...

Of all the names in our coverage universe Xenon (Nasdaq...

Modular Medical (Nasdaq: MODD) has had an eventful 1H22...

Over the coming weeks we will be providing updates on m...

An interview with Jeb Besser, Managing Member at Manche...

In January 2022, Social Capital made a C$43.4 million s...

An interview with Gil Aharon of Rosalind Advisors, wher...

An interview with Brian Finn, Founder and CIO of Findel...

An interview with George Haywood, a well-known investor...

An interview with Gerard Michel, CEO of Delcath Systems...

An interview with Gideon Shapiro, Co-Founder & VP o...

NervGen is not an investment for the faint of heart, bu...

We generally don’t focus on the macro when writing ou...

Virtual 1×1 Webinar with Epigenomics AG (ECX.DE, E...

Key Opinion Leader Conference Call with Dr. Jonathan Za...

We believe Big Pharma’s familiarity with AR antag...

As the company “Pivots” from development to commerc...

We thought it timely to provide an update on our covera...

We believe by 2023, Processa could have one, or more, p...

Low Science / High Science, Low Risk / High Risk, Ocuph...

Since our last update note in January, we have initiate...

We believe there is tremendous upside for investors by ...

We believe Delcath’s $50mm market cap today is a refl...

We believe TLC can achieve a market cap of ~400mm this ...

Over the past 3-months we have initiated coverage on th...

We are initiating on Acasti Pharma as a high risk inves...

We believe through clinical success with their lead ass...