Note: This article, edited for public distribution, was first provided to members of my exclusive marketplace on December 11th, when shares of Marinus (MRNS) were trading at ~$5.20.
Preface
Within my exclusive marketplace, The Formula, I look for assets that provide therapeutic differentiation (have superior efficacy and safety, serve unmet needs, have limited competition, etc.). I have one model portfolio of my top biotech stocks focused on conviction ideas with intermediate-/long-term time frames and another focused solely on long-term ideas.
Marinus Pharmaceuticals is developing ganaxolone for postpartum depression and epileptic conditions.