Insights - We believe La Jolla (LJPC), one of our holdings from earlier this year, is well positioned to have taken advantage of the current COVID situation, … Continue Reading
Premium: Read NowInsights - We’re buying AIMT under $14/share range. AIMT’s Palforzia is the first approved treatment for patients with peanut allergies. This is a name that Nestle owns … Continue Reading
Premium: Read NowInsights - AC Immune announced that the company received a second milestone payment of CHF10M (swiss franc) from partner Eli Lilly. This milestone was related to development of ACI-3024, … Continue Reading
Read NowInsights - Bellus (BLU) is up over 10% this morning on news that Merck’s Phase 3 candidate gefapixant met efficacy endpoints in chronic cough (read here). Merck … Continue Reading
Read NowInsights - We think there are some solid value plays with the current market rout. We’re looking at companies with enough cash to weather the storm and … Continue Reading
Premium: Read NowInsights - Fennec announced that the US Patent & Trademark Office will issue U.S. Patent 10,596,190 to Pedmark. The patent is titled “Method for Reducing Ototoxicity in Pediatric Patients … Continue Reading
Read NowInsights - Stemline’s FDA approved product is targeting a newly classified ultra-orphan indication called BPDCN. There is no other approved products in this indication. The company is … Continue Reading
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