Research Reports

Initiation Reports click below

Coverage List Updates

Jan 16, 2020 Update Note (XENE, EPIX, ACST) click here

July 26, 2020 Update Note (TLC, DCTH, ECX.DE, ESSA, XENE, ACST) click here

Xenon Pharma

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).

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Essa Pharma

November 11, 2019

ESSA is developing a new class of prostate cancer drugs, known as anitens, which target a novel binding site, the N-terminal domain, on the androgen receptor (AR). The benefits of targeting the AR in men with advanced prostate cancer are well established and have yielded blockbuster drugs.

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Acasti Pharma

November 25, 2019

Acasti is developing a krill-based omega-3 fatty acid product, CaPre, for the treatment of severe hypertriglyceridemia.

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TLC

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.

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Delcath Systems

May 29, 2020

We believe Delcath’s $50mm market cap today is a reflection of its colorful past, not its bright future.

Epigenomics AG

June 17, 2020

There is tremendous upside for investors by owning Epigenomics ahead of, what we expect to be, a positive CMS reimbursement decision on August 28th.

Perimeter Medical

October 21, 2020

We believe Perimeter’s widefield OCT unit, OTIS, can be a solution to the reexcision “epidemic” in breast conservation surgery.

Ocuphire Pharma

November 9, 2020

Low Science / High Science, Low Risk / High Risk, Ocuphire has a little of everything, heading into a data-rich 2021.

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Encode Ideas, LP

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Dover, DE 19901

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