Insights - Aimmune announced their first quarter of Palforzia launch yesterday and it was greatly impacted by Covid. Sales for the quarter were $600K, about half of the Street’s projection … Continue Reading
Premium: Read NowInsights - 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
Premium: Read NowInsights - 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
Premium: Read NowInsights - 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
Premium: Read NowInsights - 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 NowInsights - 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
Read NowInsights - 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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