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Research Team ACF
  • Research Team ACF

KDST + NLSP Combined Core Investment Case 29052025

We consider the merged platform Kadimastem (KDST.TA) + NLS Pharmaceutics (NLSP:NasdaqCM). We provide an investment case analysis and a selection of merged metrics prior to any synergies. The merger creates a cross-platform pre-revenue biotech with lead programs including a proprietary stem-differentiation platform capable of delivering scalable therapies for replacing lost or damaged cells; IsletRx could revolutionize insulin production for Type 1 diabetes (T1D) patients; AstroRx® targets neurod...

Research Team ACF
  • Research Team ACF

ACF Thematic Research Regenerative Medicine Diabetes Treatment & Innov...

Diabetes mellitus, Type 1 (T1D) and Type 2 (T2D, 85-90% of cases), is a USD ~75bn global therapy market. Global economic costs of diabetes may exceed USD1 trn today and USD 450bn in the US, suggesting a pressing global health challenge. Diabetes is a chronic metabolic disorder characterized by high blood sugar levels. In 2024, consensus global estimates suggested there were ~800m adult diabetes sufferers. In 2021, according to the IDF there >530m sufferers globally. For 2027E we modestly forecas...

David Carlson ... (+8)
  • David Carlson
  • David Nierengarten
  • Dennis Pak
  • Laura Chico
  • Martin Fan
  • Ritika Das
  • Robert Driscoll
  • Sam Ravina
XNCR XENCOR INC.
XENE XENON PHARMACEUTICALS INC
VRTX VERTEX PHARMACEUTICALS INCORPORATED
SRPT SAREPTA THERAPEUTICS INC.
SGMO SANGAMO THERAPEUTICS INC.
SAGE SAGE THERAPEUTICS INC.
RGNX REGENXBIO INC.
RARE ULTRAGENYX PHARMACEUTICAL INC.
PCRX PACIRA BIOSCIENCES INC.
NBIX NEUROCRINE BIOSCIENCES INC.
MNKD MANNKIND CORP.
LL LUMBER LIQUIDATORS HOLDINGS INC.
KURA KURA ONCOLOGY INC.
HD HOME DEPOT INC.
GERN GERON CORP.
FATE FATE THERAPEUTICS INC
CTMX CYTOMX THERAPEUTICS INC.
CMRX CHIMERIX INC
BPMC BLUEPRINT MEDICINES CORP.
BMRN BIOMARIN PHARMACEUTICAL INC.
BIIB BIOGEN INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
ARDX ARDELYX INC
TSC TRISTATE CAPITAL HOLDINGS INC
UTHR UNITED THERAPEUTICS CORPORATION
CLSD CLEARSIDE BIOMEDICAL INC
NTLA INTELLIA THERAPEUTICS INC.
PK PARK HOTELS & RESORTS INC.
ANAB ANAPTYSBIO INC.
KALA KALA PHARMACEUTICALS INC.
ARGX ARGENX ADS
MRSN MERSANA THERAPEUTICS
OVID OVID THERAPEUTICS
GTHX G1 THERAPEUTICS
ALPN ALPINE IMMUNE SCIENCES
VRNA VERONA PHARMA ADS
SE SEA ADS
AMD ADVANCED MICRO DEVICES INC.
APLS APELLIS PHARMACEUTICALS
UBX UNITY BIOTECHNOLOGY
SRRK SCHOLAR ROCK HOLDING CORPORATION
KNSA KINIKSA PHARMACEUTICALS
LQDA LIQUIDIA CORPORATION
REPL REPLIMUNE GROUP
AX AXOS FINANCIAL INC.
ARVN ARVINAS HOLDING
YMAB Y-MABS THERAPEUTICS
STRO SUTRO BIOPHARMA
IMUX IMMUNIC INC
GOSS GOSSAMER BIO
IGMS IGM BIOSCIENCES
SWTX SPRINGWORKS THERAPEUTICS
APRE APREA THERAPEUTICS
AQST AQUESTIVE THERAPEUTICS
IDYA IDEAYA BIOSCIENCES
RVMD REVOLUTION MEDICINES
PASG PASSAGE BIO
ACET ADICET BIO INC
ASO ACADEMY SPORTS AND OUTDOORS
KROS KEROS THERAPEUTICS
ITOS ITEOS THERAPEUTICS
ZNTL ZENTALIS PHARMACEUTICALS
BEAM BEAM THERAPEUTICS
GBIO GENERATION BIO
PRAX PRAXIS PRECISION MEDICINES
COGT COGENT BIOSCIENCES INC
VOR VOR BIOPHARMA
NUVB NUVATION BIO INC (A)
CGEM CULLINAN ONCOLOGY INC
DAWN DAY ONE BIOPHARMACEUTICALS INC
ELEV ELEVATION ONCOLOGY
OMGA OMEGA THERAPEUTICS
SBTX SILVERBACK THERAPEUTICS
TNGX TANGO THERAPEUTICS
LBPH INC
IKNA LONGBOARD PHARMACEUTICALS
TCRX IKENA ONCOLOGY INC
VERA TSCAN THERAPEUTICS INC
HOWL VERA THERAPEUTICS INC
GLUE WEREWOLF THERAPEUTICS INC
AVTE MONTE ROSA THERAPEUTICS INC
CMPX AEROVATE THERAPEUTICS INC
GMTX COMPASS THERAPEUTICS
JANX GEMINI THERAPEUTICS INC
VIGL JANUX THERAPEUTICS INC
MLTX VIGIL NEUROSCIENCE INC
TYRA MOONLAKE IMMUNOTHERAPEUTICS
PEPG TYRA BIOSCIENCES INC
HR PEPGEN INC
EWTX HEALTHCARE TRUST OF AMERICA INC.
PRME EDGEWISE THERAPEUTICS INC
OCS PRIME MEDICINE INC
APGE OCULIS HOLDING AG
DNTH APOGEE THERAPEUTICS INC
DIANTHUS THERAPEUTICS INC
Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Wedbush Research
  • Wedbush Research
2454 MEDIATEK CORPORATION
VMW VMWARE INC. CLASS A
DPZ DOMINO'S PIZZA INC.
PMT PENNYMAC MORTGAGE INVESTMENT TRUST
SHAK SHAKE SHACK INC. CLASS A
WING WINGSTOP INC.
WDC WESTERN DIGITAL CORPORATION
VRTX VERTEX PHARMACEUTICALS INCORPORATED
VLY VALLEY NATIONAL BANCORP
TXRH TEXAS ROADHOUSE INC.
TSCO TRACTOR SUPPLY COMPANY
TPH TRI POINTE HOMES INC.
SKX SKECHERS U.S.A. INC. CLASS A
SIMON SILICON MOTION TECHNOLOGY CORPORATION SPONSORED ADR
SGMO SANGAMO THERAPEUTICS INC.
SBUX STARBUCKS CORPORATION
RWT REDWOOD TRUST INC.
PZZA PAPA JOHN'S INTERNATIONAL INC.
PSTG PURE STORAGE INC. CLASS A
NVDA NVIDIA CORPORATION
NTAP NETAPP INC.
MU MICRON TECHNOLOGY INC.
INTC INTEL CORPORATION
IMAX IMAX CORPORATION
FFWM FIRST FOUNDATION
FBC FLAGSTAR BANCORP INC.
EWBC EAST WEST BANCORP INC.
EAT BRINKER INTERNATIONAL INC.
DIN DINE BRANDS GLOBAL INC.
DENN DENNY'S CORPORATION
CUBI CUSTOMERS BANCORP INC.
COLB COLUMBIA BANKING SYSTEM INC.
CHUY CHUY'S HOLDINGS INC.
BZH BEAZER HOMES USA INC.
AXTI AXT INC.
ASND ASCENDIS PHARMA A/S SPONSORED ADR
BJRI BJ'S RESTAURANTS INC.
CFR CULLEN/FROST BANKERS INC.
2330 TAIWAN SEMICONDUCTOR MANUFACTURING CO. LTD.
2303 UNITED MICROELECTRONICS CORP.
HPE HEWLETT PACKARD ENTERPRISE CO.
AMZN AMAZON.COM INC.
AMD ADVANCED MICRO DEVICES INC.
AAPL APPLE INC.
MSFT MICROSOFT CORPORATION
IBM INTERNATIONAL BUSINESS MACHINES CORPORATION
AVGO BROADCOM INC.
KDP KEURIG DR PEPPER INC.
AVRO AVROBIO
DELL DELL TECHNOLOGIES INC CLASS C
SMCI SUPER MICRO COMPUTER
KDNY INC.
PFSI CHINOOK THERAPEUTICS
FRLN INC.
MRVL PENNYMAC FINANCIAL SERVICES INC.
STX FREELINE THERAPEUTICS HOLDINGS ADS
VERA MARVELL TECHNOLOGY INC
GFS SEAGATE TECHNOLOGY HLDGS PLC
OCS VERA THERAPEUTICS INC
GLOBALFOUNDRIES INC
OCULIS HOLDING AG
Brian Moretta ... (+4)
  • Brian Moretta
  • Mark Thomas
  • Martin Hall
  • Riccardo Bindi

Hardman & Co Monthly: April 2023

Feature article: 2022 Pharma Statistics - 8.7% growth – but worrying signs An efficient reporting system has seen all the listed multinational pharmaceutical companies announcing results for 2022, which has given us the opportunity to update our industry statistics and drug database. This report provides the first snapshot of the global and US rankings of the top 20 drug companies for 2022. 2022 was characterised by 8.7% underlying growth, offset by a large forex impact (-12%), due to USD stren...

AMGN AMGEN INC.
INCY INCYTE CORP
IPN IPSEN SA
NOVN NOVARTIS AG
VRTX VERTEX PHARMACEUTICALS INCORPORATED
TEVA.N TEVA PHARMACEUTICAL INDUSTRIES LIMITED SPONSORED ADR
REGN REGENERON PHARMACEUTICALS INC.
LLY MERCK & CO. INC.
JNJ ELI LILLY AND COMPANY
J7Z JOHNSON & JOHNSON
HZNP JAZZ PHARMACEUTICALS PUBLIC LIMITED COMPANY
GILD HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY
BMY GILEAD SCIENCES INC.
BIIB BRISTOL-MYERS SQUIBB COMPANY
FEV BIOGEN INC.
IBT FIDELITY EUROPEAN VALUES PLC
FCSS INTERNATIONAL BIOTECHNOLOGY TRUST PLC
FSV FIDELITY CHINA SPECIAL SITUATIONS PLC
FJV FIDELITY SPECIAL VALUES PLC
FAS FIDELITY JAPAN TRUST
AVO FIDELITY ASIAN VALUES PLC
CLIG ADVANCED ONCOTHERAPY
MRK CITY OF LONDON INVESTMENT GROUP
NOVO B MERCK KGAA
novob NOVO NORDISK A/S CLASS B
RECI NOVO NORDISK
SAN REAL ESTATE CREDIT INVESTMENTS
UCB SANOFI
HIK UCB S.A.
PIN HIKMA PHARMACEUTICALS PLC
PFIZER PANTHEON INTERNATIONAL
4506 PFIZER
4523 SUMITOMO DAINIPPON PHARMA CO. LTD.
4507 EISAI CO. LTD.
4568 SHIONOGI & CO. LTD.
VTAS DAIICHI SANKYO COMPANY LIMITED
STX VOLTA FINANCE (GBP)
4502 SHIELD THERAPEUTICS
HAT TAKEDA PHARMACEUTICAL CO. LTD.
OCI H&T GROUP
4578 OAKLEY CAPITAL INVESTMENTS
APAX OTSUKA HOLDINGS CO. LTD.
4503 APAX GLOBAL ALPHA
ICGT ASTELLAS PHARMA INC.
UTHR ICG ENTERPRISE TRUST
PFE UNITED THERAPEUTICS CORPORATION
AZN PFIZER INC.
GLAXO ASTRAZENECA PLC
ABBV GLAXOSMITHKLINE PHARMACEUTICALS
VRX CN ASTELLAS PHARMA INC
MRNA ABBVIE INC.
TXG BAUSCH HEALTH COMPANIES INC.
NOVO MODERNA INC.
VTRS 10X GENOMICS INC CLASS A
4568.T NOVO NORDISK A/S-B
ME VIATRIS INC.
OCL DAIICHI SANKYO COMPANY
LUND A LIMITED
23ANDME HLDG CO
OAKLEY CAPITAL
H. LUNDBECK A/S
Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Franc Gregori ... (+3)
  • Franc Gregori
  • Lala Gregorek
  • Philippa Gardner

Trinity Delta Lighthouse: MaxCyte

Trinity Delta view: MaxCyte is approaching a landmark with the first regulatory filings for a programme under an SPL. We anticipate a first regulatory decision by year-end 2023 at the earliest. If approved, and pending payor/reimbursement discussions, the first launch of an SPL asset could occur in 2024. Exa-cel approval would have a major impact on MaxCyte’s FY24 revenues given that milestones for BLA/MAA approval are understood to typically be mid-seven figures (potentially per major region), ...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Indexes Form Bear Flag Patterns Within Downtrends We continue to view the price action over the past month as a bear market bounce in the S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM), as each index appears to be forming a bearish flag pattern. Until the S&P 500, QQQ, and IWM can break above their YTD downtrends, we remain bearish, and believe investors should be using rallies to reduce overall exposure in preparation for new lows ahead... see charts below. U.S. Dollar, 10-Yr Treasury Yiel...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Signs of Disinflation? A bear market bounce is underway after the S&P 500, Nasdaq 100 (QQQ), and Russell 2000 (IWM) found support at their respective downtrend channels, a possibility we discussed last week. Still, until the S&P 500, QQQ, and IWM can break above their various downtrends, we remain bearish, and believe investors should be using rallies to reduce overall exposure. Signs of Disinflation? We are starting to see early signs that inflation is peaking, as commodity prices have pulled...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

S&P 500 Downtrend Channel Intact & Testing Support We see the S&P 500 as trading within a downtrend channel; as long as it remains within this channel, our intermediate to long-term outlook is bearish at the index level. With that said, the S&P 500 is currently testing support within the downtrend channel, and we are on watch for a potential bear market rally. S&P 500. Last week, on May 18th, the NYSE had a 93% downside volume day, effectively negating the May 13th 92% upside day. Still, the 3...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

10-Year Treasury Yield Testing 40-Year Resistance; Upgrading Health Care to Overweight Whether or not the lows for this correction have already been established remains to be seen, but evidence is mounting that suggests a test of the lows, and possibly a break to new lows, is increasingly likely. Regardless, continue to stick with the commodity and defensive Sectors, all of which hit new price and RS highs in recent days. 10-Year Treasury Yield. We have discussed our expectations for rising ra...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vermilion Compass: Weekly Equity Strategy

Not Out Of The Woods In last week's Compass we noted that on Monday Jan. 24, the % of stocks in the S&P 500 and Russell 2000 above their 50-day moving averages hit 19.8% and 10.7%, respectively, and that these levels have historically been consistent with a bullish short-term reversal. The short-term bullish reversal is officially underway now that the S&P 500 has reclaimed its 200-day MA, but we are not yet out of the woods; in today's report we discuss what we are watching to determine whethe...

Dave Nicoski ... (+2)
  • Dave Nicoski
  • Ross LaDuke

Vital Signs: Actionable charts

In this product we rank the most positive and negative domestic stocks, filter the symbols by market-cap and trading volume, and then divide the companies into sectors and groups. We then manually look through charts leadership/changes, bottoms-up/top-down ideas, short-term patterns that may have long-term significance, etc. We believe you will find this product valuable as significant price and relative moves begin in the daily charts.

VERTEX PHARMA INC sees a downgrade to Slightly Negative on account of ...

The independent financial analyst theScreener just lowered the general evaluation of VERTEX PHARMA INC (US), active in the Biotechnology industry. As regards its fundamental valuation, the title now shows 0 out of 4 stars while market behaviour can be considered moderately risky. theScreener believes that the title remains under pressure due to the loss of a star(s) and downgrades its general evaluation to Slightly Negative. As of the analysis date October 19, 2021, the closing price was USD 185...

Jonathan Moreland
  • Jonathan Moreland

Monthly Insider Special Screens: September 1, 2021

InsiderInsights Ratings of Companies with Open-Market Form 4 Purchases; Sales Filed at the SEC on the date above. We separate the real investment intelligence from the noise. Saving you time, and improving your research process

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