Pfizer Halts Drug Trial, Investors Flee Axovant
Insights - When is a competing drug’s failure not a good thing? When your drug has the same mechanism of action.
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Trillium Grabs Some New Assets, But Remains a CD-47 Story; And, Some Updates
Research - Equities remain linked at the hip to the fluctuations in oil, and Thursday marked the first meaningful decoupling in the last month. According to the Wall Street Journal, over the past 20 trading days (one month) the correlation has been 0.97, the highest in 26 years.
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Biotech’s Route Continues
Research - Today marked day two of the JP Morgan Healthcare investing conference, and biotech stocks still couldn’t catch a bid until late this afternoon. The mood … Continue Reading
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UniQure’s On To Something in Hemophilia B
Research - UniQure’s (QURE) AAV5-enabled AMT-060 looks good in its first human testing to date, with four of five Hemophilia B patients in the low-dose cohort fully … Continue Reading
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The Shire Deal That No One’s Talking About
Research - Welcome to 2016! And quite a welcome we've had, with equities down almost across the board on Monday. To start the year, we're highlighting an acquisition that's gotten a little lost in the shuffle over the last two months despite its size, and one that begins to exemplify a strategy we expect to employ regularly this year: special situations.
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UniQure’s Lousy Timing
Research - UniQure (QURE) announced last Friday the appointment of a new CEO, Dan Soland, replacing long-time executive Jorn Aldag. The timing was atrocious.
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The Fed’s Rate Raise is Finally Behind Us
Research - The Fed announced Wednesday afternoon the first increase to the federal funds rate since 2006, to between 0.25% and 0.5%, and up from near-zero percent for the last seven years.
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