BioCompounding
@BioCompounding
Equity Analyst. We publish one deep dive on a life sciences company every month | Subscribe: https://www.biocompounding.com/#/portal/signup/free
قد يعجبك
Healthcare finally starting to move, hopefully it’s not just a 2 day thing. Have felt like a fool since the start of the year accumulating healthcare with poor returns.
After a tough 2 quarters, $WST is back. Announced decent earnings and revised guidance upwards! Congrats if you bought.
Our latest deep dive it out. This month we wrote about $WST. Be sure to check it out! Past posts include: $TMO $DHR $SRPT $CRSP $VRTX $NVO $ASND $HALO $ISRG $REGN $ALNY. biocompounding.com/west-pharmaceu…
Our latest deep dive is out. This month we wrote about $ALGN. Be sure to check it out! Past posts include: $TMO $DHR $SRPT $CSRSP $VRTX $NVO $ASND $HALO $ISRG $REGN $ALNY $WST biocompounding.com/align-technolo…
Our latest deep dive it out. This month we wrote about $WST. Be sure to check it out! Past posts include: $TMO $DHR $SRPT $CRSP $VRTX $NVO $ASND $HALO $ISRG $REGN $ALNY. biocompounding.com/west-pharmaceu…
Externally developed drugs make up the majority of approved drugs for top 20 pharma’s. Clear indication that buying smaller listed entities with drugs that show clear MOA and sensible science are likely to generate good returns for investors.
Our latest article on ADC's is out. We cover the basics of ADC's and analysis some of the industry active in this article. Its free for all, if you like it, be sure to hit subscribe to get the next article directly in your email. biocompounding.com/an-overview-of…
It is just me or are the number of CART cell therapies in a downtrend? Why does it feel to me like CART therapy is now in the rear view mirror for most pharma’s. Seems like T Cell engagers will be the preferred modality moving forward. What do you think? Happy to hear views.
Anyone have insights into nemolizumab vs Dupixent? My basic research seems to indicate it’s two different pathways but I can’t find any comparison studies. Appreciate any insights.
Thesis from 2021 remains intact, if not stronger. LITT is playing out better than I expected. $CLPT
I wrote a few days ago that I would provide an update on my $CLPT thesis after the UBS presentation. Link: event.webcasts.com/starthere.jsp?… For those that want the TLDR version: - CLPT is a MUCH larger opportunity than initially imagined For the rest, read on 1
Obesity Comp - in a single graph (from 340 pgs long Obesity report by Stifel)
We wrote a deep dive on $SRPT back in Oct 2022, citing a fair value for the biotech at $101. If our readers or investors bought the stock in the past 1.5 years, multiple opportunities to purchase, they would be up 60% as on Friday. Happy weekend! biocompounding.com/sarepta-therap…
$SRPT gets approval for its gene therapy for DMD. Wonderful news for the company. investorrelations.sarepta.com/news-releases/…
Labour, editing (transduction) and cell expansion, top 3 costs.
Leerink's Autologous Cell Therapy breakdown of cost by process step (CoGS per dose $269K) - beside labor, transduction/viral vector cost is the biggest component.
Was reading an article which stated that lipid regulators are an area of high growth in the coming few years? Which companies are working on products in this field?
Our latest post is out! In this post we give provide an overview of the nucleic acid therapy market. Its a great primer for anyone interested in the domain. biocompounding.com/from-blueprint…
If someone wanted to invest in pharma, but didn’t want to take the risk associated with drug development. What are some companies to consider? I will start $WST.
Strong results from $ISRG
$ISRG Announces Preliminary Fourth Quarter and Full Year 2023 Results - Preliminary fourth quarter 2023 revenue of approximately $1.93 billion increased 17% compared with $1.66 billion in the fourth quarter of 2022. - Preliminary 2023 revenue of approximately $7.12 billion…
More tailwinds. $CLPT Source Neurology Reviews
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