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Longevity Biotech Landscape — Ada Nguyen
adanguyenx.com
A new position in David Poppe’s Giverny Capital - Medpace Holdings, providing clinical trial tests for small biotech companies. The founder owns 17%, stock at 25x PE.
$MEDP
The link to the full Q3 letter in reply. https://t.co/5ktdHceiDS
5 | “Fears about biotech funding and the sell-off in the broader life sciences area created an opportunity for us to invest in IQVIA. It is a leading provider of clinical trials and health care technology and analytics formed through the merger of Quintiles and IMS Health in ‘16.”
$IQV
15/19
Hidden Value Gemsx.comProblem statement slide:
We are solving for the four most critical components that are stagnating America’s biopharma innovation engine
1- information asymmetry in the IP generated and what biopharma investors are targeting
2- building a production ready pathway to translate research grade science into commercial grade IP (ai tools fto and experience)
... See moreBiotech Stock Catalyst Watchlist Q1 2023
~55+ Catalysts remaining this qtr:
$FDMT Phase 1/2
$CLDX Phase 1b
$CYTK PDUFA
$RETA PDUFA
$IMGN Phase 3
$SNY PDUFA
$REGN PDUFA
$MGNX Phase 1
$ACAD PDUFA__... See more
BiopharmIQ by Ampx.comVerge Genomics
vergegenomics.com
Ikarian Capital- Bio Hedge Fund Q1 Holdings
Top Holdings:
$SRPT
$ITCI
$RXDX
$IMVT
$ATXS
$MRK
$BBIO
$AXSM
$BBIO
$RETA
$BMEA
$TERN
$PCVX___LI... See more
Shout out to @BiopharmIQ
Besides the useful upcoming catalyst charts/posts, I use this quick HF screen almost every day. https://t.co/Vahd0hvNR9
Each quarter we identify major catalyst events 🥳
⇒ Likely to move the stock +/- by > 20% 📈 📉
$URGN UGN-102
$LPCN Brexanolone
$FGEN Pamrevlumab
$CTXR Mino-Lok
$MRNS Ganaxolone
Access our FREE Big Mover Report! 👇___... See more
BiopharmIQ by Ampx.com