A Case for Small Cap Investing: Biotech

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In this paper, we sought to lay out the rationale for investing in small cap biotech. There are two key drivers of stock performance of small cap biotech: clinical data and acquisitions. As clinical data must be analyzed on a case-by-case basis, we have focused our efforts in this paper on factors that will drive M&A in this space. We have also examined the forces that worked to get us to the point we are today. We have arrived at four principles that we believe frame the discussion around the future of M&A. The discussion begins by taking a deep dive into the desperation being felt by the potential acquirers.

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Elanco

Elanco is a global animal health company. Our vision: Food and companionship enriching life. Elanco fulfills this vision through three primary pursuits: Helping deliver a safe, more affordable, more abundant food supply by improving the health and performance of animals .

OTHER ARTICLES

Comparing HydroxyChloroquine Trials

Article | April 1, 2020

One minor side effect of the pandemic is that perhaps more people will learn about what drug research and clinical trials can really be like. Today’s example: we have a clinical trial of hydroxychloroquine from Wuhan that has just published on a preprint server. What’s good is that this one is blinded, randomized, and controlled (like the earlier hydroxychloroquine which one I blogged about here from Zhejiang University, so we can actually talk about it rather than just spend all our time wondering what the heck is going on.

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Clinical Development Risks and Issues in a COVID-19 World

Article | April 1, 2020

Global clinical guidelines have shifted the industry toward risk-based approaches for the planning and execution of clinical trials. The ICH’s guidelines for Good Clinical Practice state that sponsors should evaluate identified risks against existing risk controls by considering “the likelihood of errors occurring, the extent to which such errors would be detectable, and the impact of such errors on human subject protection and reliability of trial results” (ICH E6 R2).

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Artificial intelligence in pharma: utilising a valuable resource

Article | April 1, 2020

The pharmaceutical industry is set to greatly benefit from the use of artificial intelligence (AI), due to its wide range of applications. Sydney Tierney discusses how machine learning can enhance marketing, manufacturing and drug trials. Artificial intelligence (AI) can be applied to nearly every aspect of the pharmaceutical and healthcare industry, to enhance data processing. Adopting the technology will reveal the astonishing potential of the healthcare sector, with success rates flying higher than ever before – especially in the research and development of crucial, life-changing drugs.

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Coronavirus Pandemic Brings Hundreds Of U.S. Clinical Trials To A Halt

Article | April 1, 2020

Rene Roach fired off a quick email in late March for an update on a colorectal cancer clinical trial for which she hoped to qualify. Worried about the coronavirus, she asked, almost as an afterthought, whether the study had been put on hold because of the pandemic.The answer crushed her: It had been. "That's when COVID-19 shut down everything," says Roach, 50, of Germantown, Md. Roach assumed that there would be workarounds for patients like her, who have stage IV cancer. These patients often depend on clinical trials as their best chance to knock cancer out when other therapies have failed. For now, she's being treated with traditional chemotherapy, but she was counting on the drug cocktail from the clinical trial. She figures if chemo was going to rid her body of cancer for good, it would have done so already.

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Elanco

Elanco is a global animal health company. Our vision: Food and companionship enriching life. Elanco fulfills this vision through three primary pursuits: Helping deliver a safe, more affordable, more abundant food supply by improving the health and performance of animals .

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