Wednesday, July 10, 2024

HilleVax: Failed Vaccine Trial, Pre-SA, Trading Below Cash

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HilleVax (HLVX) (~$85MM market cap) is a clinical-stage biotech that focuses on developing vaccines, their initial focus has been on a vacci...
39 comments:
Sunday, June 30, 2024

Mid Year 2024 Portfolio Review

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** Note, I'm a little late in posting my mid-year review as I was unplugged a bit for the last couple weeks.  Back dating the post to it...
34 comments:
Tuesday, June 11, 2024

Vanda Pharmaceuticals: 2 Bidders, Entrenched Management, Upcoming Business Catalysts

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Vanda Pharmaceuticals (VNDA) (~$365MM market cap) is a biopharma company with a number of drugs either already being commercialized, on the ...
24 comments:
Wednesday, May 29, 2024

Ikena Oncology: 50% RIF, Trading Below Cash, Strategic Alternatives

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The broken biotech basket has been emptying out lately, but the latest addition is Ikena Oncology (IKNA) (~$75MM market cap), a clinical sta...
58 comments:
Tuesday, May 28, 2024

Seaport Entertainment: Initial Form 10 Thoughts, Spinoff, Rights Offering

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The first public draft of the Seaport Form 10-12 came out on Friday, I took a quick read of it, here are some initial thoughts that I'l...
15 comments:
Wednesday, May 15, 2024

Inhibrx Inc: Cash Buyout + SpinCo (Inhibrx Biosciences) and CVR

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Inhibrx Inc (INBX) (~$1.8B market cap) is a clinical stage biotech that announced the sale of their most advanced therapy , INBRX-101 (a tre...
47 comments:
Friday, May 10, 2024

Enhabit: Failed Strategic Alternatives Process, Proxy Fight

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Enhabit (EHAB) ($413MM market cap) is a July 2022 spinoff of Encompass Health (EHC) that provides home health and hospice care.  Similar to ...
8 comments: