Sitemap - 2024 - Left’s Newsletter

Applied game theory's many forms

Modernizing the funeral rule with online pricing disclosures

When Knighthood was in Flower

The blog going forward

Revisiting the story of Megans remote controlled mind

Statistical insignificance to the primary endpoint on a dosing response

Speaking of old friends

Cynicism will protect you here but irreparably damage your heart once you start to see it

let a natural discovery process guide you into new ideas routinely

Cover Corporation - VTubers are coming

Redishred to be acquired

Killing pigs for science with ClearPoint

Let's talk about Huntington's and stereotactic neurosurgery.

Zedcor - operational update

ClearPoint's $50M USD ATM

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

Tomorrow - Initial DBS Experience with the SmartFrame OR™ Platform

Conversation with Maj @ Geo Investing about ClearPoint Neuro

Surfing a derivative of nicotine pouch growth

ClearPoint Neuros drug portfolio

Zedcor - operational update

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

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

You have to have a clearer point about ClearPoint

Someone did me a favor after I wrote about treosulfan

Checking back in on Geo Group & Sygnity

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

Trying to be a good writer,

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

Death & Taxes - betting on the inevitable

Reflection on the blog

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.

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

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

Constellation Software writ small - Sygnity

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