Horizon’s Guidance Shows Valuation Discrepancy In Selecta
Insights - Selecta sold off to 52 week lows after the JP Morgan Conference. We believe this was an overreaction by the market on news that did … Continue Reading
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GBT’s Post-ASH Slide Presents Buying Opportunity
Insights - Global Blood Therapeutics (GBT) has sold off considerably post ASH data. We think this has created a buying opportunity as data presented at ASH was … Continue Reading
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Bluebird Stole the Show at ASH 2017
Insights - Bluebird’s new manufacturing process confirmed the improvement in clinical benefits and their partnered CAR-T candidate with Celgene reported “unheard of” responses in myeloma. BLUE soared … Continue Reading
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Bluebird’s New Manufacturing Process to be Validated at ASH 2017
Insights - With ASH approaching this weekend, Bluebird investors are focused on upcoming datasets in β- thalassemia (TDT) and sickle cell disease (SCD) at ASH. A big … Continue Reading
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50% Haircut & Upcoming Catalyst Make Selecta An Attractive Buy
Insights - Add to SELB position under $11/share after decline from November data was overdone With upcoming catalysts in Q1 2018, we think SELB will have a … Continue Reading
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ASH 2016 Updates And Takeaways
Insights - CAR-T candidates are again stealing the spotlight at ASH this year, though for entirely different reasons than in the past. First, Juno’s (JUNO) safety issues … Continue Reading
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A Matter of Supply and Demand
Research - Ionis (IONS) gained about $1.2 billion in market value this week when a phase 3 study of nusinersen, the company’s antisense drug for Spinal Muscular … Continue Reading
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