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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...
Takeda Pharmaceutical Co Ltd (TAK) Q2 2021 Earnings Conference Call October 29, 2020, 05:30 ET Company Participants Christopher O'Reilly - IR Christophe Weber - President, CEO & Representative Director Andrew Plump - President, Research & Development and Director Constantine Saroukos ...
The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with their 2021 Q2 earnings call. For further details see: Takeda Pharmaceutical Company Limited 2021 Q2 - Results - Earnings Call Presentation
NLS Pharmaceutics has filed to raise $20 million in a U.S. IPO. The firm is advancing treatments for narcolepsy and ADHD. NLSP is thinly capitalized and has made no apparent progress on beginning trials for its lead candidate, so I'll pass on the IPO. For further details see...
Merck reports positive mid-stage data for HIV combo therapy. Takeda collaborates with Arrowhead Pharma for liver disease program. Xenon Pharmaceuticals receives FDA feedback for XEN496 phase 3 clinical trial. For further details see: Merck Reports Positive HIV Data, And ...
Andaz is an Australia-based performance-oriented specialist investment manager managing only one equity strategy. Yizhong Chan is the Founder and Executive Chairman and also serves as the portfolio manager for all. Our approach is to be highly selective and systematic in selecting onl...
Quick Take Inhibikase Therapeutics ( IKT ) intends to raise $25 million from the sale of its common stock in an IPO, according to an amended registration statement . The company is advancing a pipeline of treatment candidates for neurodegenerative and cancer diseases. IKT is still at a ...
The following slide deck was published by Takeda Pharmaceutical Company Limited in conjunction with this Read more ...
This article is part of a series that provides an ongoing analysis of the changes made to Larry Robbins' 13F portfolio on a quarterly basis. It is based on Robbins' regulatory 13F Form filed on 08/14/2020. Please visit our Tracking Larry Robbins' Glenview Capital Management Portfolio artic...
This article is part of a series that provides an ongoing analysis of the changes made to John Paulson's 13F stock portfolio on a quarterly basis. It is based on Paulson's regulatory 13F Form filed on 08/14/2020. Please visit our Tracking John Paulson's Paulson & Company Portfolio serie...
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