Research - UniQure went through some interesting de-risking two weeks back with the release of initial data (the first publicly) from Baxter International’s (BAX) Hemophilia B gene therapy program, … Continue Reading
Read NowResearch - Pharmacyclics (PCYC) has been a long-term idea for us, and a profitable one at that. But since August when I last wrote about PCYC at length, there has been little in the way of headline grabbing developments. T
Premium: Read NowResearch - In early December we published Mr. Fink’s deep-dive on Innate Pharma (IPH.PA) (IPHYF), explaining why we wanted to own the stock in 2015.
Premium: Read NowResearch - We see uniQure (QURE) as a dark horse in gene therapy, in-part because of numerous catalysts in 2015 that will put fresh eyes on this European company.
Read NowResearch - Conatus (CNAT) was punished 2 weeks ago with the release of results from 3 phase I/II studies. Thankfully, we suggested taking profit beforehand at +60%.
Premium: Read NowResearch - This is the first clinical step for “new Tekmira”. Announced last week, Tekmira is merging with OnCore Biopharma to focus on therapeutics for Hepatitis B.
Read NowResearch - Tekmira Pharmaceuticals (TKMR) is merging with privately held OnCore Biopharma, which develops drugs targeting the Hepatitis B virus (HBV).
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