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Latest research notes and coverage from the editorial archive.

Apr 28, 2023 8 min read

News & Notes from the Bloom Burton Conference

The Bloom Burton Healthcare Conference in Toronto is an annual pilgrimage for most Canadian life science investors, companies, and service providers.  Here are some…

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Feb 28, 2023 8 min read

Delcath, Ocuphire and Perimeter Medical

2022 was a very challenging year for life science investors.  At Encode, we struggled mightily to stay positive and optimistic about the sector. Conversations…

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Jul 19, 2022 6 min read

Xenon Pharma

Of all the names in our coverage universe Xenon (Nasdaq: XENE) has been the most resilient during one of the bleakest biotech tapes in…

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Jun 13, 2022 4 min read

Modular Medical

Modular Medical (Nasdaq: MODD) has had an eventful 1H22. The company raised $23mm through two transactions, uplisted to Nasdaq, and appointed its largest institutional…

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May 24, 2022 4 min read

Ocuphire Pharma

Over the coming weeks we will be providing updates on many of the companies within our coverage universe.  We recognize market sentiment, especially in…

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Mar 7, 2022 1 min read

Manchester Management

An interview with Jeb Besser, Managing Member at Manchester Management, a $100M AUM hedge fund that makes concentrated investments in micro/small cap health care…

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Feb 14, 2022 1 min read

Social Capital LP

In January 2022, Social Capital made a C$43.4 million strategic investment in Perimeter Medical Imaging AI (TSX-V: PINK, US: PYNKF) to advance Perimeter’s ultra-high-resolution,…

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Dec 13, 2021 1 min read

Rosalind Advisors

An interview with Gil Aharon of Rosalind Advisors, where we discuss his perspective on the macro biotech market. Having run a dedicated life science…

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Nov 30, 2021 1 min read

Findell Capital

An interview with Brian Finn, Founder and CIO of Findell Capital, where we discuss his perspective on small-cap investing. Findell Capital is a ~65mm…

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Nov 10, 2021 1 min read

George W. Haywood

An interview with George Haywood, a well-known investor, where we discuss his perspective on biotech investing.  During the interview, we cover some of George’s…

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