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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Obesity & PD-1: History Doesn’t Repeat But It Rhymes
The early innings of the obesity landscape is starting to take shape, and it seems to be forming similar patterns...
Read NowModular Medical Submits 510(k) for Insulin Patch Pump
Modular Medical (MODD) announced the 510(k) submission of their MODD1 insulin pump to the FDA last week. On average, the FDA takes approximately...
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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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LJPC Giapreza Positioned To Take Advantage of COVID Situation
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
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