A Miracle Drug For A Dreadful Disease
This month, Erez Kalir focuses on a company that has developed a drug that promises to be a game-changing therapy for severe pulmonary conditions for which there is currently no treatment.
Biotech Frontiers
The Next MicroStrategy
For those who have successfully ridden the MicroStrategy train – seeing huge gains on investments into Bitcoin – congratulations. For those who have not ridden that train, this issue of Biotech Frontiers will offer you a similar opportunity: a recommendation of a company that is now as little-known as MicroStrategy was back in 2020, with very real potential for similar upside.
Spare Parts For Humans
A leader in the field of regenerative medicine, this company has developed treatment for injured civilians and soldiers in Ukraine, and for vascular victims of automobile accidents, shootings, and industrial mishaps. Its off-the-shelf solution is putting it way ahead of its competition… with a potential for huge future returns.
Sell Alert: Sell Shares of uniQure (QURE)
This morning, uniQure (Nasdaq: QURE) – which we originally recommended as part of our basket of 10 negative-EV stocks in January with an entry price of $6.62, and recommended again as a standalone pick in October with an entry price of $4.54 – issued a press release announcing that the company has reached an agreement
Trump’s Inflation Triggers
In this issue, analyst Erez Kalir focuses on a Big Picture inflection point that he says is crucially important for biotech holdings as well as every other investment in an investor’s portfolio.
A Medical Magic Bullet
It would take medicine almost 100 years to translate a Nobel Prize winner’s “magic bullet” to fight cancer into reality. Now, in the past few years, the fruits of his research have emerged as one of the hottest areas of cancer medicine… . . . and of biotech deal making.
Sell Alert: Sagimet Biosciences (SGMT)
Less than six weeks ago, on Friday, September 6, we recommended buying shares of Sagimet Biosciences (Nasdaq: SGMT). Since we published our report, Sagimet’s management has appeared at several institutional-investor conferences and has also released a fuller data set confirming its blockbuster Phase II clinical trial results for the company’s lead drug candidate denifanstat. Yesterday,
Sell Alert: Vanda Pharmaceuticals (VNDA)
Over my decades in investing, I’ve learned the hard way that recognizing mistakes as quickly as possible, and then acting decisively to fix them – if need be, by trimming or exiting a position – is one of the cardinal attributes that separate professionals from amateurs. And so you can count on me to raise
Gene Therapy Becomes Science Fact
Our recommendation this month is a company on the vanguard of gene therapy, with several transformative medicines in its pipeline. Best of all, this company trades at a negative enterprise value, making it a compelling value – beyond its scientific promise.
In Good Company… at a Fraction of the Price
This report highlights the opportunity to invest alongside the world’s most sophisticated investors at a significant discount to the prices they paid – while the company we feature is not yet a household name.