Ventyx (VTYX): An Emerging NLRP3 Pure-Play With Some Legacy Baggage
Four months ago, privately held NodThera Limited announced positive weight loss data for their NLRP3 inhibitor in a diet-induced obesity (DIO) mouse model. Investors…
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Latest research notes and coverage from the editorial archive.
Optimism on Multiple Fronts
Optimism on Multiple Fronts We previously highlighted the notable tone shift from Delcath Systems (Nasdaq: DCTH) CEO Gerard Michel on the company’s FY23 earnings…
Watch out Dupixent, Here Comes……Nektar (NKTR)?……Eupraxia (EPRX)?
Reason for Optimism? We have discussed Nektar Therapeutics (Nasdaq: NKTR) as a negative EV name with an interesting litigation angle for several months. The…
Entera (ENTX) & Protara (TARA), Bones and Bladders
Bones and Bladders In our initial note on Entera Bio (Nasdaq: ENTX), we turned their pipeline chart upside down by focusing on their earliest…
A Little of Everything, Pain (XENE), Obesity (VERU), Radiopharmaceuticals (CLRB), and a High-Stakes Data Readout
Structure Matters Investors ignore structure at their peril. In previous notes, we have highlighted how finance structures limited the impact of positive news for…
NKTR, Obesity, and OPTN (OptiNose): A Binary Bet Worth Taking?
In a September 2023 note, we highlighted Nektar Therapeutics (Nasdaq: NKTR) as an interesting negative EV name investors should have on their radars. Although…
Rybelsus Redux: Entera Bio (Nasdaq: ENTX) & Oral GLP-1s for Obesity
Over our last few notes, we have thrown around some micro/small cap names that could benefit from the ongoing investor infatuation around development-stage obesity…
A Quick Pre-Super Bowl Update On A Few Names In Our Universe
Long-tenured Xenon Pharmaceutical (Nasdaq: XENE) shareholders may have had a blast of nostalgia when the company’s CEO discussed plans to revisit their sodium channel,…
Adage and Perceptive’s Curious GLP-1 Bet
What we are about to present is a trade idea. It landed on our radar after we saw this company pivot to focus on…
Cellectar (CLRB) Delivers at JPM and a New(ish) Name
Last Monday, Cellectar Biosciences (Nasdaq: CLRB) reported topline data from their pivotal study with their radiopharmaceutical CLR 131 in the rare cancer indication, Waldenstrom’s…