Seldom does anything ever get interacted with again much after publication.
It’s an unfortunate reality of writing these things (expectations of time sensitive half-lives) and my own ADD just often leaves me scattered. It’s just who I am. But I wanted to re-up some of what’s been done over the last year and some of my preferred work. This isn’t in chronological order or about any one topic or even all paywalled.
I’m starting with Moberg so if your eyes can’t look at the fungus any longer just scroll through it.
This phone interview with an old Lamisil dermatology sales representative was one of my favorite pieces of the year.
Maybe the best part is in this bit of dialogue here:
Given where conversations have led to in recent days, I’ll just add this here as a new favorite post.
This is really the beginning of where some suspicious thoughts of mine were born. After these conversations, given how conservative Anna Ljung is, I’m not sure I ever fully trusted the new patent to be aligned with an improved label modification with this dosing.
The roadmap wasn’t my interview, but it was done by someone I trusted to be clear, and it was a great way to sober yourself.
I and the internet make a lot of a noise at times. Don’t trust anyone, even me.
Honorable mention and thanks to
for making Terclara.afk.pt happen. You gave us a look into the movement of inventory in semi-real time and that was valuable.Next, I have to say one of my favorite writings was on Piclidenoson.
This asset hasn’t gotten any attention from Cipher shareholders, and it’s pretty promising but it’s also more complicated to think about and messy to deal with. I’ve been following can-fite biopharma loosely for a while and they’ve some other exciting things going on recently, but I can’t say they’re well capitalized in getting to them.
There’s a few ClearPoint adjacent writings I was happy with, but 3 come to mind in specific…
I’ll start with Megan.
This was an internet friend I made years ago that shared her story with me. She also went onto NPR to discuss her experience with DBS lead implants for OCD which you can listen to here. Megan, I feel, was one of the pioneers for patients that’ve undergone this process. In spite of its existence as a treatment option for some time, few of these lead implant cases actually exist. So, to get to hear from her was amazing and sort of transformative as it changed the way I thought about our lived experience in a profound way. For ClearPoint this relates to their functional neurosurgery arm potentially blossoming out to new indications.
Next was this, as it was a few weeks out in front of the big Huntingtons news from Uniqure and it initiated the rally in ClearPoint.
I was also pretty happy with the ClearPoint on demand subject matter expert interview. It was a very clean presentation and the first I’ve gotten the chance to watch live. He made a great sales pitch for that product in that interview without actually being a salesman.
Despite it leading monetization of the blog, I was pretty satisfied with the work on GEO Group. The enormous upside of Bi Inc floated by congress has been put on pause (and potentially axed), but the thesis was really simple and the safety in that trade has been good.
Finally, I’ll just list honorable mentions of the individual names-
Sygnity while not a writeup or even a serious pitch was fun to talk about because of its relationship with Constellation and how this is the smallest of the subordinate publicly listed companies owned by Constellation.
That in itself will make it an enjoyable thing to follow for years and years to come albeit I can’t be bothered to actually look into the asset specifics of something that’s supposed to turn into a VMS rollup.
Medexus is an interesting story to follow but largely because of Treosulfan and Medexus competing with Cipher with P3058. I’d see the “roadmap” with Anna Ljung if you want to know how Moberg/Cipher are liable to feel about that product. Once I realized that they weren’t competing on 48wk label values, I stopped being interested in their topical product.
An example of where noted problems crept into the thesis came from Novavis Group where grid-tie permits continue to delay connection which is when the milestone recognition can occur between Novavis and Iberdrola. This turns that high forward FCF yield into no yield because the backlog isn’t getting addressed. Poland is awash in the value-bucket category of names.
I can’t leave Zedcor off the list just because of how cool I think this company is. Finding one of their earliest existing customers to talk to was a huge stroke of luck and the line of questioning from that experience led me to a different perspective on what this company even is.
While not exceptionally long there’s a brief set of interviews and a specific video that made for founders made recently which I was proud of too. I can’t exactly list them here, and some of you may have no idea what I’m even talking about. As always, if you have any questions, just reach out.
I’ll work on tying up loose ends where I have them (there are many- see ex-patent OTC market consumer drug sales report case studies. that’s been in and off the shelf for like 10 months).
Thank you for supporting this newsletter, and I look forward to the next year. There’s a lot more to do here.
The snippet from the phone interview lmao 😂