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
Premium: Read NowResearch
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
Read Now
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.
Read Now
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.
Premium: Read Now
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.
Premium: Read Now
Bewildered By Oncothyreon? You Weren’t Alone
Research - We’ve got interesting signs of efficacy, but it’s difficult to draw strong conclusions about ONT-380’s ability to improve on, in combination with, existing HER2-targeted therapies without a head-to-head trial.
Premium: Read Now
Cellectis Underwhelms, What’s The Next Data Point?
Research - Cellectis’ (CLLS)(ALCLS) presentations at ASH were, in our view, underwhelming. We discussed last week a high-risk trade over the weekend as initial human results with UCART19 … Continue Reading
Premium: Read Now