We’ve got a quickie here that a few folks asked about, and I thought I’d throw it out for you just because there are so many of you who are interested in biotech stocks (and why wouldn’t you be, of course, given the fact that the biotech index would have given you a 350%+ return […]
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Hello, Please check this source of information; it's a comprehensive analysis from RA Capital that I trust. https://www...
Just for information: Bridger & RA Capital, between them own about 18% as of a quarter ago. Speaking of $TGTX. Long...
Still have them on my watch list. This is what I had come up with on them initially back in June. Think I found a ho...
We've seen RA Capital make many bad calls....
90% of $ACHN shares are held by institutions. The top 3 are RA Capital (8.8%), Orbimed (8.6%), Point72 (6.6%). It is RA ...
$ARWR np Arrowhead Pharmaceuticals Closes $45 Million Private Offering View source version on businesswire.com: ht...
Still some believers in TGTX. Let’s start with TG Therapeutics Inc (NASDAQ:TGTX), which hit a low of $5.61 on Monda...
One we might want to pay attention here is ARCA Biopharma(ABIO).Big money is moving in here wth these two recent buys in...
Peter Kolchinsky of RA Capital likes TG therapeutics, Dyax, and Ardelyx. http://online.barrons.com/articles/stocks-pick...
dammco: I agree ETFs are a good place to look. A reader can look there and get the names, same as me, that is how good ...
I think RA Capital is purely Bio. Any idea if these other funds have as good a track record due to multiple bio PhDs on ...
RA Capital Portfolio ending 12/31/14 from http://hedgemind.com/hedge-fund-portfolios/Peter-Kolchinsky Top Holdings, %...
This is the Biotechnology hedge fund with two PhDs on staff that I spoke of earlier. If we are looking for biotech base...
That was exactly my thought when I saw how much money the RA Capital hedge fund holds using the talent of two bio PhDs f...
Thanks for the new thread, I think this one has a good mission and posting guidelines. Now, forgive me if this company/s...
For those in Aurinia (AUPH) RA Capital took in some more shares of Aurina now owning 9.7% of its shares. http://www.ins...
AUPH— Weekly Report 3/22/15 FRIDAY CLOSES …..4 Fridays Ago….$4.39 …..3 Fridays Ago….$4.48 â...
AUPH-13G From 3/25/15:Item 4. Ownership: Provide the following information regarding the aggregate number and percentage...
WKLY RPT Arrowhead (ARWR) --Chart improved this week with a higher low Tues and a higher Hi on Thurs with 3X normal vol...
SNWC-13G 2/17/15 RA Capital Management, LLC – 9.9% Peter Kolchinsky – 9.9% RA Capital Healthcare Fund, L.P. – 8.3...
Orbimed Advisors, LLC. et al, has filed 13G's for $ARWR and $MEIP. They have liquidated their position in $ARWR and have...
Meanwhile, RA Capital discloses ownership of 0 shares of ARWR. Not sure how many they had before... They aren't showing ...
Yes, but you are presuming that when they announced their plans to announce data following the two patients of cohort 1,...
Agree. Beni is down 14% today. It would have to triple for me to beak even and it's the biggest single stock in my por...
Since I bought Benitec I have had to join alcohol anonymous meetings. It is tempting to do so Tim, but there is soooo...
Yes, Lawrence, RA Capital has been selling ACHN heavily. They reduced their ownership from about 23 million shares to a...
Interesting that Dr. French is in Boston - RA Capital is also in Boston. I wonder if RAC knows he's there. Now would b...
Glenn, I think you're wrong here ... RA Capital already owned a significant portion of ACHN's stake (~14.7 million share...
I could not express my concerns about Benitec any better than Lawrence has stated above. I agree with Lawrence 100 perce...
I feel like Dr KSS has aired his/our concerns ad nauseum. I think we can say all we want on these GS threads and they w...
That's some encouraging news. Maybe because of the sloooooow and steady leadership of Dr . French? Probably not. In ...
JZ can you shed some light on post 420 by Kenny G ( post 490\491) on concerning RA Capital and Sabby: http://www.sto...
.... and I should add that I also checked out the holdings of RA Capital and they also don't indicate that they hold any...
Very astute Frank. And at 3:53AM....very impressed. What you say is absolutely correct. But part of the problem with ...
And believe me, there are more inconsistencies and misrepresentations going on with Benitec than I have gone into here. ...
For Benitec, it will always be rosy jack world, never been better, delayswhatdelays. I suspect a meta-message here was n...
Dr. KSS, Umm, that's a little disconcerting news regarding Alnylam's patent victory. Was hoping to hear a 2nd dosing ...
As to the lack of clarity about CSIRO holdings in Benitec, again my Oz colleague and I shared a screen shot in March or ...
This may have appeared earlier? http://www.asia-insider-news.com/news/newsDetails/6278 It seems to show that CSIRO h...
Doc, just before you posted, I read the slideshow (slide 21) , thought of you, and thought "yawn, nothing new, same old ...
Panno on SA keeps close tabs and it appears that fairly recently there was a resignation by a board member (planned reti...
Dr. KSS, It's RA Capital. They still owns 22.5 mm shares. http://www.j3sg.com/Reports/Stock-Insider/Generate.php?ticker...
Fellas I would think that there must be something a bit more proprietary/prominent to dermaPACE to elicit 38 patents - a...
Benitec: Change in substantial Holder: RA capital sells approx. 1.2 million shares. Yet it appears that, on the day...
Doc KSS,this is what I got in the last conversation with them in May.The price of making DermaPace units was not brought...
Good point, Kenny. The 3.6 million sale (at SP $.25) of treasury stock to Nemelka/McKinley Capital would have netted SN...
Regarding the Sanuwave link in post 102: On page 9, Select Financial Information, it states that cash and cash equivale...
Dave: my recollection was that RA Capital did have options to acquire more Sanuwave at .50 . Not sure of quantity of ...
Glenn/Dr Kss, Was there something earlier written in our GS or an article external from GS that RA Capital also had rig...
I would like to know that as well on the buying in recently.I was thinking RA Capital because they did their financing f...
Anyone on the conference call? Obviously there must have been some seriously positive news. Personally, I'm pissed I...
Bradley - that is quite common when a company issues new shares to attract funds. (Even Benitec did that with RA Capital...
Reposting because it got buried: CALL TO ACTION: STOP DOZZZING AND START DOSING: To put this into perspective, a 50 y...
CALL TO ACTION: STOP DOZZZING AND START DOSING: To put this into perspective, a 50 year male who is 5'8", 198 pounds --...
If it is our desire to get Benitec to lower the barrier for entrance criteria, I think RA Capital, Sabby, and whatever o...
I had to read your comment several times dangerb as I was sure that my initial interpretation was in error....however, t...
Unless it's RA Capital, they don't care about American investors. I guarantee you if they ever respond, they will say t...
Dr KSS and others interested in Sanuwave(SNWV).I just got off the phone with Barry Jenkins who is (CFO) of company.Doc...
Does anybody have any affection for Novavax (NVAX)? It has support from both BARDA and PATH, is owned by RA Capital Mana...
Does anybody know how to download the current holdings of RA Capital Management? All I can come up with is as of 12/31/...
Posted this on Antibiotics thread but meant to post here.Dr KSS and anyone interested in Sanuwave.Talked to Barry Jenkin...
Dr KSS and anyone interested in Sanuwave.Talked to Barry Jenkins CFO of Sanuwave today and got some answers today on so...
If CSIRO sold their 10%, then who bought it? On Apr. 17, this was filed with the ASX: http://www.asx.com.au/asxpdf/2...
I picked up more BNIKF and RGDO today. It seemed soooo long ago that when Beni went for additional financing and th...
That's why I suggested that a change in tactics may be warranted. All previous queries to Beni have come back with basi...
Ps Comment was from Kenny G viz: Dr. KSS - maybe the proper approach to take to get Beni off their arse is not to go to...
Dr. KSS - maybe the proper approach to take to get Beni off their arse is not to go to Beni's managment but perhaps take...
Today RA-Capital bought in at Versartis (VSAR-Nasdaq). They own 10.8% of the company now, i think. Versartis is doing a ...
DR KSS found one that looks to be undervalued and appealing if science is right.It is a bacteriophage based theraupeutic...
Rogie and others: Lets not start a panic selling here in the US. There is no connection with what happened last night ...
That could very well be the people from RA Capital Management selling some of their 29,400,000 shares for a nice profit ...
Rudy: I believe it was Glenn whom first mentioned Sanuwave back in post 206 as well as the fact that RA Capital took an...
KennyG & Dr.KSS & others I noticed that RA Capital MGT. just purchased a large block (over 5%) of Sanuwave Health, SN...
The good thing is all the private placement was bought by RA Capital. They have Class A, B ,D, E, F, G ,H & I warrants...
Thanks for the info about RA Capital holdings, and the articles about them. I know little about hedge funds, but it app...
I don't think this was a situation where the company responded to HC. My reading of that blog was the company was respo...
Nick, I believe we need to more patient as an investor. RA Capital or Sabby or Baker Bros for that matter don't buy and ...
Doc, you mention the fee. This is paid upfront I assume? What role does RA Capital play? Can they walk/sell their...
Does RA Capital keep that great track record by now unloading their shares at about an 80% gain?....although I think wit...
Notice the price action as well. There was very little volume first 40 minutes today (3,900 shares or so)....the other...
Doc, You said what I didn't have the nerve to say. Frankly, we would have been better off with no announcement for no...
RA Capital already owns 5m shares and if approved on April 10th meeting will have additional 5m shares of Benitec! Apart...
I got the same email. I think Benitec is totally feeling heat over this. As has always been the case, they underestimate...
David, we cant compare RNN and Benitec. Benitec can be a beast on its own. Once ddRNAi is validated there is no stoppin...
Any Benny-Tech skeptics still out there? How about this? RA Capital was one of the backers of the private placement ann...
Legless from Hotcopper here. Full text of announcement. Sorry for the crap formatting - cut n paste from PDF. Benitec B...
well dilution is not for existing shareholders, but this will help benitec big time to accelerate the pipeline and progr...