Jan 16, 2020 Update Note (XENE, EPIX, ACST)click here
July 26, 2020 Update Note (TLC, DCTH, ECX.DE, ESSA, XENE, ACST)click here
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).
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.
November 25, 2019
Acasti is developing a krill-based omega-3 fatty acid product, CaPre, for the treatment of severe hypertriglyceridemia.
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.
May 29, 2020
We believe Delcath’s $50mm market cap today is a reflection of its colorful past, not its bright future.
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.
October 21, 2020
We believe Perimeter’s widefield OCT unit, OTIS, can be a solution to the reexcision “epidemic” in breast conservation surgery.