Friday, March 21, 2025

Elevation Oncology: Broken Biotech, Slightly Riskier

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Elevation Oncology (ELEV) (~$17MM market capitalization) is a clinical-stage biotech that until yesterday  was pursuing the development of t...
14 comments:
Monday, March 10, 2025

Dun & Bradstreet: Strategic Process Wrapping Up, Cheap Valuation

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Dun & Bradstreet (DNB) (~$3.8B market cap) is a provider of commercial data to enterprise and government clients, they are known for the...
9 comments:
Tuesday, February 11, 2025

Third Harmonic Bio: Strategic Alternatives, Keeping Options Open on THB335

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Third Harmonic Bio (THRD) (~$155MM market cap) is a clinical-stage biotech that just released data on their Phase 1 study for lead candidat...
12 comments:
Thursday, January 30, 2025

CARGO Therapeutics: Broken Biotech, Significant Cash Position

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CARGO Therapeutics (CRGX) (~$150MM market cap) is a clinical-stage biotechnology company that is developing CAR T-cell therapies for cancer ...
20 comments:
Tuesday, January 21, 2025

International Game Technology: Gaming Segment Sold to Apollo, RemainCo Cheap

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International Game Technology (IGT) (~$3.5B market cap) is a gaming supplier, the result of a 2015 merger of IGT and Gtech that is currently...
22 comments:
Wednesday, January 15, 2025

Keros Therapeutics: Pre-SA Broken Biotech, Large Cash Position

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Keros Therapeutics (KROS) (~$420MM market cap) is a what I'm labeling a pre-strategic alternatives broken biotech, the company in two se...
14 comments:

Howard Hughes: Pershing Square's Offer

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I'm a couple days late on this post and turned into a bit of a "reply guy" on Twitter/X (you can follow me @ClarkinM) spewing ...
36 comments: