Biotechnology Small & Mid Cap
ARQT Arcutis Biotherapeutics Inc
ACAD Acadia Pharmaceuticals Inc.
ALKS Alkermes plc
RNAC Cartesian Therapeutics, Inc.
EOLS Evolus, Inc.
INAB IN8bio, Inc.
MBX MBX Biosciences, Inc.
NBIX Neurocrine Biosciences, Inc.
RLMD Relmada Therapeutics, Inc.
SRPT Sarepta Therapeutics, Inc.
TECX Tectonic Therapeutic Inc.
QURE uniQure N.V.
Differentiated Product
The 3-person SMID-Cap Biotech Team has deep scientific background with a focus on therapeutics treating neuropsychiatric conditions and autoimmune diseases, extensive Wall Street experience (>15 yrs), and strong Corporate Access. The team has done thoughtful analysis on emerging therapies in depression, narcolepsy, and dermatological inflammatory conditions (psoriasis, atopic dermatitis seborrheic dermatitis), and the injectable facial aesthetics space as well as NMIBC. The team is known for completing timely and in-deep research ahead of commercial launches and high-impact catalysts, including MBX’s Phase 2 trial of canvuparatide in hypoparathyroidism, Sarepta’s Phase 1 SAD studies in FSHD/DM1, Alkermes’ Phase 2 Vibrance studies of alixorexton in NT1/NT2 and competitor readouts, and Relmada’s Phase 1/2 of NDV-01 in high-risk NMIBC.
Key Reports
- Relmada Therapeutics, Inc. (RLMD): Recent Weakness as Buying Opportunity Into 12-Mo Data Readout for NDV-01
- Sarepta Therapeutics, Inc.(SRPT): Phase 1/2 SAD Data Highlight Best-in-Class Potential for SRP-1001/1003
- MBX Bioscience (MBX): Investor Survey Suggests Lofty Expectations for Phase 2 Avail Trial
- uniQure N.V. (QURE): Potential Stock Reactions on 3-Yr Results from AMT-130 Phase 1/2 Study
- Money Doesn't Grow On Trees: Cash Runway Analysis
Notable Events
- Mizuho Annual Therapeutics Expert Seminar (Aesthetics, Autoimmune diseases, Neurology/Psychiatry)
- New York City Inaugural Neuroscience Summit
- Expert Event on Risk/Benefit of Elevidys in DMD Following Acute Liver Failure Cases
- Expert Event on the Orexin 2 Receptor Agonists class
Analyst Bio
Uy joined Mizuho in September 2019 as a vice president based in New York, covering the pharmaceutical and biotechnology sectors. Prior to Mizuho, Uy was at Credit Suisse and UBS where he where he was a key member of Institutional Investor ranked teams covering large cap and specialty pharmaceuticals. He worked in health care consulting before equity research. Uy has a BA from the University of Chicago and an MBA from the Olin School of Business.