TKPHF News and Press, Takeda Pharmaceutical Co Ltd From 01/18/21

I recommended OVID for OV935 but disliked OV101. In December, OVID fell drastically after OV101's failure. OV935 thesis still stands, however, the numbers are now different. This article was written after some asked for my current opinion on the stock. For further details se...

Roubaix Capital, LLC provides investment advisory services. The Company offers investment and portfolio management services for pooled investment vehicles. Roubaix Capital serves customers in the U.S. During the fourth quarter of 2020, the Roubaix Fund Composite gained 26.63% on a net...

The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with this event. For further details see: Takeda (TAK) Presents At J.P. Morgan Healthcare Conference 2021 - Slideshow

Pharming Group N.V. has filed to offer an estimated $10.9 million in Registered Holder shares in a U.S. offering. The firm is commercializing a treatment for hereditary angioedema and developing a treatment for pneumonia brought on by the Covid-19 virus. The firm is generating rev...

4D Molecular Therapeutics has filed proposed terms for its $100 million U.S. IPO. The firm is advancing genetic treatment programs for eye, cardio and pulmonary diseases. FDMT has produced promising preclinical study results and enjoys the financial support and collaboration effor...

Glenview Capital Management’s 13F portfolio value decreased from $3.63B to $3.19B this quarter. The number of positions increased from 43 to 45. They increased Myriad Genetics, while decreasing Quest Diagnostics, DaVita, and United Rentals during the quarter. The top three ...

Sigilon Therapeutics has filed proposed terms for its $101 million U.S. IPO. The firm is advancing programs to treat blood, lysosomal storage and other diseases. SGTX has produced a positive initial result with its first trial patient, has a strong collaboration relationship with ...

John Paulson’s 13F portfolio value increased from $3.13B to $3.21B this quarter. Paulson & Company's largest three positions are Horizon Therapeutics, Bausch Health, and SPDR Gold ETF. The stake in Endo International plc was increased substantially during the quarter. ...

Sigilon Therapeutics has filed to raise capital via an IPO. The firm is developing treatments for blood disorders and other diseases. SGTX has produced intriguing preclinical study results for its lead candidate for the treatment of Hemophilia A. For further details see: ...

We believe Kamada looks cheap, as there are long-tailed asset returns from the Takeda deal which the market may be overlooking. Recent retraction in Kamada's shares on the charts signals a potential dislocation in value and to today's trading. Our long-term thesis sees this alongs...