New article for SA subscribers only. Thoughts on the complement-inhibition space and other key players in renal diseases: https://seekingalpha.com/research/42702166-altum-research/5139026-complement-inhibitors-renal-diseases-investors-choices
We just published our latest article – this time on Voyager Therapeutics (VYGR). Check out the whole article here: https://seekingalpha.com/article/4129369-voyager-therapeutics-know
We’ve released a new update on Flexion following the FDA approval of Zilretta and the downward momentum that came after. Read the entire article on seeking alpha here: https://seekingalpha.com/article/4118218-flexion-approvals-go-bad?v=1509418612&comments=show
In This Article: Seres Therapeutics has a Phase I readout in ulcerative colitis (UC) coming. The options chain implied volatility (IV) doesn’t seem to indicate importance. Here we’ll discuss why… Seres Therapeutics is hiding a volatile catalyst.
Newly IPO’d Zymeworks promises to design ‘”best in class” antibody and protein therapeutics. Using bioinformatics and computational design, the company is targeting HER2-cancer therapies with ZW25 and ZW33. An impressive… ZymeWorks – Recent IPO that could be synonymous with ‘Best-in-class’
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SCYX posted earnings and explained the FDA wants more data for its IV formulation. This delays an important Phase II trial. We discuss the implications and our fair value estimate.… Scynexis: Is The Delay A Buying Opportunity?
SCYNEXIS is a misunderstood candidate where the market is only beginning to understand its valuation. We explain the history of their drug’s departure from Merck. We discuss invasive Candidiasis occurrences… SCYNEXIS: The Low Hanging Fruit The CDC, WHO, And FDA Like To See
Summary 011 Data was good, and suggests potential SoC / Best-in-class post-op pain management franchise. We address the bradycardia AE and discuss the competition’s convenient trial. SUSTOL approval provides a… Continued Derisking And Data Should Help Heron Take Flight