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
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.
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
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.
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
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
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.
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.
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.
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.