La Jolla’s Giapreza Reports First COVID Sales Figures
Insights - La Jolla (LJPC) released Q1 numbers today. Although we were expecting a larger jump, as a result of the COVID situation and increase in demand … Continue Reading
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Menarini Group Acquires Stemline for Hematology Potential
Insights - Stemline (STML), one of our holdings, was acquired this morning for $11.50 in cash + $1 in form of a Contingent Value Right (CVR). The CVR will … Continue Reading
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Fennc’s $30M Raise Gives Company Buffer & Pivots Strategy
Insights - Yesterday Fennec announced the pricing of their public offering. The company raised $30M by issuing 4.8M shares @ $6.25/share. About a 13% discount to market price. We … Continue Reading
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Making Sense of Gilead’s Flurry of Remdesivir Data
Insights - There has been a flurry of Gilead news today. Gilead announced their company sponsored remdesivir data for severe COVID patients. Gilead said the government-run NIAID trial evaluating … Continue Reading
Read NowRecent NYC Study Sets Expectations for Gilead’s COVID Drug and Hints at Promising Upcoming April Data
Insights - Yesterday, The Journal of the American Medical Association (JAMA) published a study that tracked outcomes of COVID patients hospitalized in the New York City area. We think … Continue Reading
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Market Exaggerates Gilead’s Remdesivir COVID Data
Insights - Gilead’s coronavirus drug-candidate, remdesivir, moved global financial markets on Friday April 17th as media outlets reported optimistic headlines regarding a potential solution. But the truth … Continue Reading
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Fennec’s NDA Checks Out. PDUFA on August 10th
Insights - This morning Fennec announced that the FDA accepted their NDA for Pedmark and granted the company Priority Review. The PDUFA has been set for August 10, 2020. … Continue Reading
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