Dear Biotech Frontiers Subscribers: We have two timely pieces of news to digest. 1. This past Friday, February 16, the Food and Drug Administration (“FDA”) granted Iovance Biotherapeutics’ (Nasdaq: IOVA) lifileucel therapy accelerated approval for advanced melanoma, making it the first and only tumor-infiltrating lymphocyte (“TIL”) treatment available for cancer. Lifileucel’s approval is an important
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The “Fixer,” a leading global provider of litigation financing, funds lawsuits and takes a cut of the payout when it wins. This highly profitable and capital efficient business model can turn small investments into supersized returns.
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Dear Porter & Co. Biotech Frontiers Subscribers: One of the defining aspects of biotech is that it’s a catalyst-driven investment domain. This means that the fate of biotech investments often depends on specific, concrete events – such as clinical-trial-data releases or regulatory decisions. These decisions can drive biotech stocks much higher… or much lower. This
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This innovative business is the fastest-growing company in the HR-software industry, with a 1,200% increase in revenues over the last decade. With only 5% market share today, the company has a long growth runway to continue delivering market-crushing returns.
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Dear Porter & Co. Biotech Frontiers Subscribers: On January 22, Sagimet Biosciences (Nasdaq: SGMT) – a member of our inaugural 10-stock basket kicking off our portfolio – announced top-line results from the Phase 2b clinical trial of its lead drug candidate, Denifanstat. Denifanstat is a promising treatment for liver fibrosis and NASH, serious metabolic illnesses that afflict
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This capital efficient global leader in cosmetic devices has grown revenues at more than 50% annually the past five years. But due to a series of short-term macroeconomic challenges, the business trades at a record low valuation, creating a rare buy opportunity
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Special Issue: Boeing Collapses. On January 27 of 2023 Porter & Co. published a warning about a mega-cap American stock. For the last 20 years there hasn’t been a company in America that’s embraced more terrible ideas from financial engineering to ESG and DEI than Boeing.
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Today we present Porter & Co.’s official “naughty list” – 10 heavily-indebted, money-losing companies that will suffer no matter what happens in the year ahead.
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This industry titan traces its roots back to 1759, and has since amassed an iconic portfolio of world-leading brands. A nearly 50% decline in its stock price due to temporary factors has provided a rare opportunity to buy this recession-resistant gem at its cheapest valuation in over a decade.
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This capital efficient business is poised to profit from the boom in online gambling… and despite its incredible economics and growth trajectory, currently trades near historic low valuation levels.
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