Tuesday, January 23, 2024

Instil Bio: Stopping Clinical Development, Real Estate Value

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Instil Bio (TIL) (~$70MM market cap) is a clinical stage biotech focused on developing tumor infiltrating lymphocyte ("TIL") thera...
58 comments:
Friday, January 19, 2024

Aclaris Therapeutics: Strategic Review for Broken Biotech, Big Discount to Cash

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Aclaris Therapeutics (ACRS) (~$85MM market cap) is a clinical-stage biotech company focused on developing novel drugs for immuno-inflammator...
71 comments:
Tuesday, January 16, 2024

HomeStreet: BANC/PACW Style Merger with FirstSun, Cheap Proforma

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This morning, FirstSun Capital Bancorp (FSUN) (~$850MM market cap) announced they were acquiring HomeStreet (HMST) (~$200MM market cap) in a...
18 comments:
Friday, January 12, 2024

Liberty SiriusXM Group: Tracking Stock, Merging with SIRI

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As most know, Liberty SiriusXM Group (LSXMA/K) is the Malone-style tracking stock for Liberty Media's majority ownership interest in Sir...
48 comments:

Cellectar Biosciences: Positive Data, Warrant Overhang, Biotech Speculation

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Cellectar Biosciences (CLRB) is a late-stage clinical biotech company (not a "broken biotech") that recently reported positive dat...
11 comments:
Thursday, January 4, 2024

AlloVir: Another Broken Biotech

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AlloVir (ALVR) (~$74MM market cap) is clinical-stage biotech focused on cell therapy to treat viral diseases. On 12/22/23, AlloVir paused th...
50 comments:
Friday, December 29, 2023

Year End 2023 Portfolio Review

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Markets have seen quite the rally in the past two months, my portfolio followed along, pulling my returns for 2023 up to 38.54% for 2023 ver...
47 comments: