Blog

Latest research notes and coverage from the editorial archive.

Nov 9, 2020 1 min read

Ocuphire Pharma

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

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Jul 26, 2020 1 min read

July 26, 2020 Update

Since our last update note in January, we have initiated on three new companies; TLC (Nasdaq: TLC), Delcath Systems (Nasdaq: DCTH), and Epigenomics (FSE:…

DCTH TLC
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Jun 17, 2020 1 min read

Epigenomics AG

We believe there is tremendous upside for investors by owning Epigenomics ahead of, what we expect to be, a positive CMS reimbursement decision by…

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May 19, 2020 1 min read

Delcath Systems

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

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Apr 27, 2020 1 min read

TLC

We believe TLC can achieve a market cap of ~400mm this year based on positive TLC590 Ph2 data, and growing investor enthusiam towards the…

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Jan 16, 2020 1 min read

January 16, 2020 Update

Over the past 3-months we have initiated coverage on three companies; Xenon Pharmaceuticals (Nasdaq: XENE), ESSA Pharma (Nasdaq: EPIX), and Acasti Pharma (Nasdaq: ACST).…

ACST EPIX XENE
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Nov 25, 2019 1 min read

Acasti Pharma

We are initiating on Acasti Pharma as a high risk investment ideas. Read More.

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Oct 16, 2019 1 min read

Xenon Pharma

We believe through clinical success with their lead assets, XEN496 and XEN1101, Xenon can achieve a market cap of >$1 billion by 2021, reflecting…

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