Encode Ideas
@encodelp
Followers
2K
Following
998
Media
56
Statuses
1K
We write a newsletter focused on micro/small-cap healthcare cos. Comments are not investment advice. Sometimes we get paid. Disclosures at https://t.co/k7TK1zioAS
Joined June 2019
Ovid's Data Parade & Eupraxia's Expansion $OVID $EPRX
encodelp.com
Last week, Ovid Therapeutics (Nasdaq: OVID) announced data from its Phase 1b pharmacodynamic (PD) study with OV329, its next-generation GABA-AT inhibitor, along with a concurrent $81 million private...
0
2
10
$OVID
encodelp.com
As September begins, one of the remaining key catalysts in our universe for Q3 is Ovid Therapeutics’ (Nasdaq: OVID) Phase 1b results for its GABA-AT inhibitor, OV329. We have discussed […]
@TheBio_Hunter @encodelp wrote several excellent reports/updates on $OVID. I am long, though commensurate in size w my aversion to binary outcomes. Reminds me too much of running to mailbox for college decisions
0
0
8
With Biotech Risk-On, Let's Revisit Gain & Satellos $GANX $MSCLF $MSCL.TO $SRPT
encodelp.com
With risk coming back on for biotech, we decided to revisit a couple of smaller names from our past that have provocative technology and near(er) term catalysts that could capture […]
0
4
13
Proof of Concept, FDA Alignment, and Durability: Ovid, Rezolute & Eupraxia $OVID $RZLT $EPRX
encodelp.com
As September begins, one of the remaining key catalysts in our universe for Q3 is Ovid Therapeutics’ (Nasdaq: OVID) Phase 1b results for its GABA-AT inhibitor, OV329. We have discussed […]
0
1
22
Patience Required: Delcath & RenovoRx $DCTH $RNXT
encodelp.com
Patience Required A few weeks ago, Delcath Systems (Nasdaq: DCTH) reported another strong quarter, but the stock continued to fight the headwinds caused by its May announcement that Hepzato would […]
0
1
7
Ovid and Xenon: Too Early To Draw Parallels? $OVID $XENE $DCTH
encodelp.com
Our Approach / Our Blindspot We don’t put buy or sell ratings on the companies we discuss. We don’t volunteer price targets. We share provocative ideas, almost always ideas that […]
0
0
13
$VRNA Rosalind Dec 2021
$VRNA novel MOA PDE3/4 inhibitor for COPD. Ph3 data mid-22. Good cash, well-held, big market. Gil Aharon of Rosalind highlights as a name they like & own. Feels strongly they hit on FEV1 less certain on QOL, regardless feels affordable. Start ~21 min mark
0
0
11
Degrees of Good: Data From Nektar, Compass, and Ventyx $NKTR $CMPS $CYBN $VTYX
encodelp.com
Over the past week, it felt like BioX (BioTwitter) was back to its old, vibrant self, and we have Nektar Therapeutics (Nasdaq: NKTR) to thank for that. The discussion started […]
0
3
13
$VRNA $DCTH
$vrna just wow what a few years . i thought i was smart when it doubled // instead it went on to gain roughly 1,380% after this rosalind capital to @encodelp verona pitch https://t.co/2Irlps5SKO
0
0
9
Expectations For Impending June Data From $NKTR, $VTYX & $CMPS / $CYBN
encodelp.com
Among the companies in our universe, several upcoming data releases are expected in June. Nektar Therapeutics (Nasdaq: NKTR) will report Phase 2b data for REZPEG in atopic dermatitis (AD). Ventyx […]
0
0
3
Decoding Q1: Insights on $XENE, $DCTH, $RNXT, and $FENC https://t.co/BUUeMcYwN3
0
0
6
Protara's Small Sample But Big Potential & Rezolute's Rebound $TARA $CGON $RZLT
encodelp.com
We have received numerous questions regarding the performance, or lack thereof, of Protara Therapeutics’ (Nasdaq: TARA) stock following their recent release of updated six- and twelve-month response...
0
0
4
Franchise Building: Xenon & Delcath $XENE $DCTH
encodelp.com
Over the past several months, investing in biotech has felt like catching a falling knife. At the sector level, the departure of key personnel at FDA and the uncertainty surrounding […]
0
1
10
Likeness: Bright Minds, Delcath, Novocure, Trisalus...RenovoRx $DRUG $DCTH $NVCR $TLSI $RNXT
encodelp.com
During bleak times like this in biotech, it is helpful to remember why we invest in this space. The potential for moonshot returns is always there, even in a problematic […]
0
1
5
Near-Term Data, Plump Balance Sheets & Calling It: Nektar, Ventyx & Xenon $NKTR $VTYX $XENE @A_May_MD
encodelp.com
We have written previously about Nektar Therapeutics (Nasdaq: NKTR) as a chronically out-of-favor name despite having a near-term data readout and a plump treasury. In May 2024, we wrote, “A […]
0
0
8
Tailwinds & Tardiness: FDA, Cybin & Entera $GHRS $CYBN $ENTX
encodelp.com
The data supporting the potential benefit of psychedelics in the management of psychiatric disorders continues to grow after Monday’s news from GH Research (Nasdaq: GHRS) that GH001, their inhaled...
0
0
1
Trading Sideways: Better Days Ahead For Two Data-Rich Stories? $VTYX $TARA
encodelp.com
Last week, Ventyx Biosciences (Nasdaq: VTYX) provided a pipeline update. There were no surprises in the update, with the company restating the timing of three Phase 2 data readouts scheduled […]
0
1
14
In the coming days, the FDA is expected to make a decision for bone mineral density (BMD) as a surrogate endpoint for future osteoporosis drug approvals. $ENTX EB613 is prepared to leverage this potential new pathway. Phase 3 expected to be initiated in H2 2025 in the US and EU.
2
1
3