TMFEBCapital

Todd Campbell

TMFEBCapital’s Activity

Fri Jul 13

CAPS Outperform Pitch

TMFEBCapital wrote about Madrigal Pharmaceuticals, Inc. (MDGL) . 1:21 PM

MDGL Outperform

27% NASH resolution in all patients and 39% resolution in patients that saw a 30%+ improvement in liver fat positions MDGL nicely as an acquisition target, despite MGL-3196s timeline to market trailing GILD and ICPT (depending on ph. 3 outcome).

Caps Pick

TMFEBCapital made a pick in CAPS. 1:21 PM

Madrigal Pharmaceuticals, Inc. (MDGL) will Outperform the S&P 500

Thu Jul 12

CAPS Outperform Pitch

TMFEBCapital wrote about Regenxbio (RGNX) . 12:41 PM

RGNX Outperform

Big risk, big reward. Data from phase 1 trials in wet AMD and HoFH are on tap later this year. Solid balance sheet helped by $100 million payment in June from Novartis tied to NVS acquisition of AveXis, which is developing AVXS-101, an SMA gene [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:41 PM

Regenxbio (RGNX) will Outperform the S&P 500

CAPS Outperform Pitch

TMFEBCapital wrote about Amarin (AMRN) . 11:51 AM

AMRN Outperform

This is a high-risk stock with a binary event fast-approaching. Management plans to report cardiovascular outcomes data for Vascepa by the end of the quarter and if the results are good, then it could significantly boost sales. A failure, however, [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 11:51 AM

Amarin (AMRN) will Outperform the S&P 500

Fri Jul 6

CAPS Outperform Pitch

TMFEBCapital wrote about Puma Biotechnology (PBYI) . 3:46 PM

PBYI Outperform

I'm not going to bet against Auerbach. The successful lobbying for CHMP re-review is the latest example of his being able overcome naysayers. Given Nerlynx potential to win greater use and his past M&A exit with Cougar/JNJ, I'm thinking this one [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:46 PM

Puma Biotechnology (PBYI) will Outperform the S&P 500

Thu Jun 28

CAPS Outperform Pitch

TMFEBCapital wrote about Docusign Inc (DOCU) . 12:54 PM

DOCU Outperform

The company's experiencing rapid growth and work-from-home continues to support the need for secure e-signature software. Overseas, sales grew 52% in Q1, yet they only represent 17% of total sales. I think this double-digit sales grower is about to [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 12:54 PM

Docusign Inc (DOCU) will Outperform the S&P 500

Thu Jun 14

CAPS Outperform Pitch

TMFEBCapital wrote about DexCom (DXCM) . 9:18 AM

DXCM Outperform

Its platform agnostic blood glucose monitor is a component in both Insulet and Tandem Diabetes closed-loop (artificial pancreas) solution and efforts to pair up DexCom's CGMs with other insulin systems, including smart pens, suggests the company will [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 9:18 AM

DexCom (DXCM) will Outperform the S&P 500

Thu Jun 7

CAPS Outperform Pitch

TMFEBCapital wrote about BioMarin Pharmaceutical (BMRN) . 9:50 AM

BMRN Outperform

Palynziq could address more PKU patients than BMRN's Kuvan (its second best-seller) and that means 400 mn plus in annual revenue. Mgmt thinks that if it's widely adopted, it's peak sales could be $1 bn. Given BMRN's sales of 1.3 billion in 2017, that [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 9:50 AM

BioMarin Pharmaceutical (BMRN) will Outperform the S&P 500

Fri Jun 1

CAPS Outperform Pitch

TMFEBCapital wrote about Blueprint Medicines (BPMC) . 10:51 AM

BPMC Outperform

The company faces stiff competition from LOXO in developing RET targeting cancer treatment and LOXO has the pole position at ASCO over the coming days because of an oral presentation it's making. That could weigh down BPMC shares in the short-term, [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 10:51 AM

Blueprint Medicines (BPMC) will Outperform the S&P 500

Tue May 8

CAPS Outperform Pitch

TMFEBCapital wrote about Oceaneering International (OII) . 1:50 PM

OII Outperform

The offshore drilling market has been horrible, but there are early signs that activity is picking back up thanks to higher oil prices and innovations that are improving breakeven points. An increase in rig activity is ultimately good news for OII [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 1:50 PM

Oceaneering International (OII) will Outperform the S&P 500

Fri Apr 13

CAPS Outperform Pitch

TMFEBCapital wrote about Atlassian (TEAM) . 3:38 PM

TEAM Outperform

Direct-to-customer online sales model gives it an advantage over competing enterprise software firms. The need for productivity software solutions such as the teamwork tools Atlassian offers, is increasing as labor markets tighten and crimp [more]

Caps Pick

TMFEBCapital made a pick in CAPS. 3:38 PM

Atlassian (TEAM) will Outperform the S&P 500
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CAPS Player Rating 91.77
Player Rank 5747 out of 69783
Score 2064.34
Score Change Today -30.26
Accuracy 57.45%
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