Names We’re Watching in 2024
Xenon Pharmaceuticals (Nasdaq: XENE) Xenon always issues a press release heading into the JP Morgan conference outlining their plans for the year, so investors…
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Latest research notes and coverage from the editorial archive.
TARA: A New Name We’re Watching
A respected biotech executive, and active investor, we know well, recently suggested we look at Protara Therapeutics (Nasdaq: TARA). Our interest was quickly piqued…
Follow-Up Note on Xenon & Fennec a Commercial Name to Watch
Xenon Cashed Up For Depression, Epilepsy, and Maybe More Last month we published a note highlighting Xenon Pharmaceuticals (Nasdaq: XENE) and two impending Phase…
XENE: A Name From The Past
Over the past few years, we have frequently written on Xenon Pharmaceuticals (Nasdaq: XENE) and how it had withstood the biotech headwinds better than…
Reviewing CLRB Ahead of Ph3 Data
A Trend We’re Following To tranche or not to tranche is the question that often faces microcap life science CEOs with vulnerable balance sheets…
DCTH: A Name From The Past
Recently a portfolio manager friend, Eden Rahim of Next Edge Capital, circulated a document titled “WHERE BIOTECH IS & WHY HAS IT GOTTEN HERE?”…
Follow up on SLNO, OCUP, APLIF; and a new Idea (ANEB)
Follow-up From Our Last Note In our last note, we highlighted three companies with catalysts that were due to occur before the end of…
Satellos Biosciences; A potential small-cap DMD play
Satellos in Four Sentences: Satellos Biosciences is taking a completely novel approach to the treatment of a devastating degenerative muscle disease – Duchenne muscular…
September Ideas
A New Name We’re Watching For those who love negative EV names, one to watch is Nektar Therapeutics (Nasdaq: NKTR). Once a high-flying cancer…
Gain Therapeutics (Nasdaq: GANX)
Concise Investment Rationale Gain has an AI-enabled drug discovery platform, SEE-Tx, that is fast approaching having its first drug, GT-02287, enter human studies. GT-02287…