Resources
These are several resources that display our investment methodology ranging from featured publications to valuation models.
Publications
April 29, 2013 – The Compelling Science Behind Synergy
April 23, 2013 – Catalyst Deserves The Attention
April 17, 2013 – Array’s Up-Coming Value Enhancing Catalysts
March 21, 2013 – Vosaroxin: A Promising Drug For A Difficult Disease
February 14, 2013 - Celgene Corporation Vs. Cyclacel Pharmaceuticals, Inc.: The Markman Hearing and Its Likely Outcome
January 24, 2013 - Cyclacel Explained: Answers About The Long Misunderstood And Undervalued Biotech
Websites
Valuation Models
Putting a price on Biotechnology (rNPV)
Value Investing + Human Nature
read more
News
- Charting the Market: A look into 4Q12 - The battle between the bulls and bears has gotten a lot more interesting of late. While the market has enjoyed a 14% run-up s...
- On the fiscal cliff, Rothschild, and the Fed - Just as soon as much of the smoke of systemic risk had cleared and the market rallied during the summer months on the back of...
- More on the Fiscal Cliff - From the ZeroHedge article this morning, “Breaking Down the Fiscal Cliff in 12 Charts,” we would agree that a res...
