Sitemap - 2024 - Left’s Newsletter

A year in brief review of a paid newsletter

A public apology

heavy sighs and speculation

Redishred Capital Corp 2-yr lookback; recent meanderings

Scenario 1 - Whitening is related to cell death

VIDEO: my best guess on what the whitening is

Discovery of the "whitening"

Summary of interview with ClearPoint OR's platforms first commercial user

Tomorrow - Initial DBS Experience with the SmartFrame OR™ Platform

Gallows humor and informal activism

Conversation with Maj @ Geo Investing about ClearPoint Neuro

Clinical Laserthermia Systems - writing from the archives

Surfing a derivative of nicotine pouch growth

ClearPoint Neuros drug portfolio

Introducing the Culpepper's

Zedcor - operational update

Cipher Pharmaceuticals - frustrations, a brief update, how I've approached exposure to MOB-015 thus far

you asked for everything I owned

The dangers of investing in consumer brands in niche cyclical end markets.

AMT-130 - initial surgical inflammation confounded a tracked biomarker, greater than expected patient stability 24 months later reversed sentiment.

Alliance of regenerative medicine 2024 overview of stereotactic NSGY gene and cell therapy assets + a little more

P-3058 Vs. MOB-015 - The great Canadian show down in nail fungus is coming and from my POV it's going to be a one-sided slaughter.

Treosulfan is coming to America for BMT in 6 months; warranted discussions on P-3058 as it leads MOB-015's Canadian launch by 12 months.

The process of bridging the gap to make a leap of faith

Megan & her remote-controlled mind

Violent trading follows post VWAP warrant discount at 18

You have to have a clearer point about ClearPoint

Someone did me a favor after I wrote about treosulfan

Super dosing of low-cost OTC drugs observed in commercial setting with Terclara

Living on the firing line while the futures being born in Sweden

The diabetic foot - viewer discretion advised

Checking back in on Geo Group & Sygnity

Dealing with volatility

Going into the warrants exercise, the phase 3, and the product.

Cipher Q1 2024 - Quarterly commentary (the real one this time).

Trying to be a good writer,

ni har botat nagelsvamp.

Moberg Pharma Q1 Highlights

Putting on the hat of a trader

Zedcor Inc - Oil field rental company turned mobile live surveillance company.

Death & Taxes - betting on the inevitable

Phone interview with a dermatology drug sales representative discussing Terclara

Interpreting data first phase 3 for Terclara; Gaining an edge on the January 2025 phase 3 study.

Patents - Part 1

Interview with Paul Andreola of Small Cap Discoveriers about Cipher Pharmaceuticals & Terclara.

Reflection on the blog

Moberg's four-year road map according to Anna Ljung during a private interview on February 13th, 2024

Revisiting Solar- a capital efficient nanocap in Europe situated in a growth market is trading at an extremely high forward FCF yield on their existing order back log.

How to spy on the Terclara launch in Sweden

Cipher Reports YE 2023 results; Epuris grows +10% Y/Y; company begins planning for commercialization of Terclara; CFO +49% Y/Y; Cash and Cash Equivalents +39% Y/Y offset by stock buybacks

Quick overview of recent developments & emergent risks for Cipher & Moberg Pharma; a note on Sygnity SA's most recent acquisition

Left goes to Hong Kong to buy a nanocap trading near net cash at ~4x earnings with exposure to a new consumer product enabled by recent developments in AI.

Big tobacco is in the process of reforming their business and they intend to maintain their oligopoly status in the US with next generation products.

Japan's integrated resorts

UPDATE: Cipher Pharmaceuticals Upgraded to Buy at Stifel GMP; Price Target Raised to C$8.00

Medexus Reports 3Q earnings, sales declines in Ixinity result in materially worse financials sequentially & year over year, stock opens -30% lower.

UPDATE: Moberg Pharma - Pharmacies report major demand for the new medication

BREAKING: ATD FUNDING PROPOSED TO BE INCREASED BY $1.3 BILLION OVER NEXT 2.5 YEARS

UPDATE: Geo Group - border security package details soon to be released

Geo Group Inc - Part 2

UPDATE: Health Canada Accepts for Review Medexus's New Drug Submission for Topical Terbinafine

UPDATE: MOBERG PHARMA LAUNCHES MOB-015 IN SCANDINAVIA; SALES OF TERCLARA BEGIN

Constellation Software writ small - Sygnity

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