Accumulus Synergy’s Post

Energetic returns | Recovery play News covered in Investor's Champion update here includes an introduction to a small company that has secured a huge contract in a very big market. Elsewhere, there were excellent results from a medical device company but results from one large AIM company didn’t offer much of a guide to its future potential. A renewable energy company has also been transformed following a series of acquisitions. Read on here for Investor's Champion usual forthright observations. (Premium) https://lnkd.in/eKhQ8diP

Accumulus In the News! The Accumulus platform is revolutionizing the scalability of #reliance pathways, enabling a recent submission from #Sanofi to multiple #regulators around the globe. As industry leaders are set to leverage the Accumulus platform for upcoming projects, its ability to handle concurrent submissions across multiple jurisdictions is proving to be a game-changer. Sanofi’s adoption of the #Accumulus platform marks another move towards fit-for-purpose technology that ensures secure, real-time global regulatory connectivity. Many of the NRAs involved in the Sanofi submission are repeat users of the #Accumulusplatform, underscoring the Platform's capacity to meet the needs of industry and regulators alike. Read the full press release here: https://lnkd.in/eHVVu--t Eddie Reilly Francisco Nogueira

Lakshya Jain, Executive Director at Onyx Biotec Pvt Ltd shares the company’s strategies for leveraging off-patent molecules to drive growth. Learn how innovation and technology play a pivotal role—Watch the entire clip here - https://lnkd.in/dNNBbDsN #microcap #smallcapstocks #investing #investor #investingtips #smallcap #investments #assetmanagementcompany #portfoliomanagement

A sobering assessment of London’s AIM market from my BioCentury Inc. colleague Stephen Hansen, following the recent de-listings of three U.K. biotechs. 💬 “Anybody who lists on AIM should not be surprised that there’s low liquidity and they can’t raise secondary financing.” - Tim Haines of Abingworth 💬 ✅ Full analysis: https://lnkd.in/d5VNEEKG #biotech #capitalmarkets

We had a very interesting panel discussion last week on the 2024 outlook for Biotech. We examined the drivers of the potential recovery in the Biotech capital markets and deal making and considered four levers: 1. The return of risk capital from institutional investors 2. 2030 Big Pharma patent cliff 3. More deals: Big Pharma M&A and licensing driven by profits from obesity / cardiometabolic and (2) need to find more first in class / best in class medicines to replace 2030 revenue 4. Dual track and Triple track options for Biotechs: sale to Big Pharma or IPO and / or licensing partnerships A poll of the ~150 participants felt cautiously optimistic that this was the beginning of a recovery in Biotech markets. It was a pleasure to moderate the discussion. Thanks to the excellent panel Marta Helena Lesko Tim Haines Jane Buus Laursen Michael Rice and to LSX - partnering for Life Science eXecutives Adam Griffiths for hosting.

Biopharma's "mud-and-stick" season rolls on... From last week but worth noting Symbiotic Capital's new debt fund. This new vehicle from Arie Belldegrun's Bellco Capital is meant to provide debt to later-stage pharma. While these announcements never come on day 1 of a fund, what was truly astounding was that its already 40-50% deployed (!!!). https://lnkd.in/g7ehYBNR There's a lot of pain out there across the industry for a debt facility to be deployed that fast. You're seeing companies across the board hunker down, cut every program but their lead, and just focus on that, waiting (often times) for clinical readouts. Single assets are the new "platform". Which is why biopharma is in "mud and stick" season (my northeast friends will know what this is). Its not winter, but its definitely not spring. What are you seeing? Let me know! #pharma #investing #biotech

Cantor's list of "Biotech's Resilient Angels": 5 of them got acquired "The industry fluctuates b/w practice-changing breakthroughs & devastating setbacks, creating a high-risk, high-reward environment for investors & companies alike" Today, 126 of 700 Biotechs trading below cash

#ICYMI Value investor David Einhorn of Greenlight Capital and owner of over 1.27 million shares of Coya Therapeutics per quarter end 2023 13F filings, presented this week at Sohn Investment Conference on Wednesday. $COYA "It's a great time to be a value investor. There is less competition and plenty of cheap stocks, that are cheaper than they otherwise would be if there were more analysts around to sniff them out." #als #alzheimers #parkinsons #neurodegenerative #drugdiscovery #valueinvesting https://lnkd.in/dFc4Bwci

Epoch 41: Understanding Private Biotech VC Returns Learn our language 👇 👉DPI (Distributions to Paid-In Capital) 👉Net Cash Flows 👉TVPI (Total Value to Paid-In) 👉IRR (Internal Rate of Return) 👉AUM (Assets Under Mgmt) 👉Exit & Vintage Analysis https://lnkd.in/dEkBy2bY

The Biotech Growth Trust in 60 seconds… Get the lowdown from Edison’s Mel Jenner on The Biotech Growth Trust, where OrbiMed's Geoffrey Hsu and Josh Golomb remain #optimistic about biotech #stocks despite recent #valuation pressures. BIOG’s focus on smaller-cap #biotech firms has been a long-term #strength, though it recently faced #challenges. The managers anticipate a #recovery, especially if US #interest rates #decline, with small-cap stocks leading the way. Read the latest report here: https://lnkd.in/ey6QA-uP #BIOG #LSE THE BIOTECH GROWTH TRUST PLC