Welcome friends to Biolysis Weekly, by Spundan Davé — a weekly (and sometimes daily) newsletter, intended to provide the investor community with both buy-side and sell-side analysis of today’s publicly traded biopharmaceutical and biotechnology companies.
Oh, and it’s completely free of charge…
Biolysis Weekly aspires to demystify the biopharmaceutical/biotechnology industry, and the age-old belief held by many investors, that the industry is too niche, volatile, and obscurely complex for sound investment.
An additional focus of this newsletter is to bridge the gap in information, simplify the science, and closely follow clinical trials of companies, in order to provide updates, as well as commentary, on FDA regulatory milestones. These milestones include EUA, Fast-track, NDA, IND, BLA applications and much more. Ostensibly, in my personal experience, many of these regulatory decisions can act as catalyst and/or dilutive events for companies. So, it will be vital to pay close attention!
Finally, Biolysis Weekly aims to shed light on the dark side of the industry; in exposing bad companies, doing bad science, and duping investors through unduly dilutive financing, as well as subtle falsities in study results, and reported financials.
I am fully confident that you will find Biolysis Weekly’s content both entertaining and deeply insightful.
Stay up-to-date
You won’t have to worry about missing anything. Every new edition of the newsletter goes directly to your inbox. Or, you can catch it here at biolysisweekly.substack.com. Subscribe below
Sign up now so you don’t miss the first issue.
In the meantime, tell your friends!
Acknowledgements
Many thanks go to some notable people, who have motivated me — directly and indirectly — to write this newsletter. The Twitter sphere has innately allowed for many young, wide-eyed individuals, such as myself, to reach out and connect with some of the industry’s top professionals. Some of these individuals are also keen on imparting their wisdom and forming correspondence, with those seen to have an unquenchable thirst for inquisition, a knack for finding deep value, and the ability to call out the corruption where it exists in the world (especially in the equities market).
Since 2017, I have been a staunch follower of Marc Cohodes (pictured below), a world renowned short-seller, former co-founder and president of what was once one of Wall Street’s largest short-focused hedge funds — Copper River. This has undoubtedly had a profound influence on the way I now approach the equities market, seeking both deep value ideas, as well as sniffing out companies that furtively practice poor corporate governance. Cohodes has often been dubbed as “Warren Buffet’s Mosquito”, or as I like to simply call him at his Twitter handle @AlderLaneeggs, “Uncle Marc”. Cohodes has a track record of taking on Big Pharma frauds head on, with significant triumphs, using his unmatched sell-side investigative analysis and activism abilities; most notably, on a company by the name of MiMedx (NASDAQ: MDXG — $1.26 Billion). MiMedx and its management — particularly former CEO Parker Petit — were found to have engaged in what the SEC called “channel stuffing”— a process in which a company may falsely augment its financials (e.g., revenues, sales), prior to reporting periods (Read more on this, in Biolysis Issue #1).
Second, I would like to give a huge shout-out to Thomas Braziel (pictured below), of 507 Capital, for giving me the confidence, encouragement, and personal charge of starting this newsletter, specifically aimed at the Biopharmaceutical/Biotechnology industry. Thomas R. Braziel, a Columbia University graduate, is a well-respected investor, who focuses on distressed investment opportunities, globally. Braziel has been written about by the likes of Seeking Alpha and Fortune Magazine. He is most notably known for his role in Ethanex Energy (OTC: EHNX, EHTEQ). Additionally, he has amassed a fortune for his firm from distressed investment opportunities, as well as Bitcoin (BTC) creditor distributions from the infamous 2014 bankruptcy of Japanese crypto exchange Mt Gox. While indefatigably working on the growth of his firm, Braziel also sits as Co-Chairman and Co-CEO of Winland Holdings Corp. (OTC: WELX — $15.16 Million). You can follow more on his amazing journey just about anywhere on Google, or his personal YouTube page. You can also follow him at his Twitter handle @ThomasBraziel.
Finally, I’d like to give my thanks to my father, Dr. Vrushank Davé, Ph.D., M.S. (pictured below), for his unwavering support in writing this newsletter and striving for my dreams; meshing our mutual passion for science with finance. Without my father in my life, I would not have developed an ability to be inquisitive, think upstream, nor see the underlying big picture of things. For that I am ever-thankful. As a PhD in Biotechnology himself, my father is someone who has not only imparted much of his knowledge in the field upon me, but equally holds me accountable to maintain high standards, as well as integrity, in any of my research findings, and analysis, on various biopharmaceutical/biotechnology companies.
About the Author
Spundan Davé, 28, is a retail investor — not affiliated with any institutions — who is deeply passionate about intersection of science and finance, within the biopharmaceutical and biotechnology space. He is a graduate of the University of South Florida, where he received his B.S. in Public Health. He is also a military veteran, who honorably served for 6 years in the U.S. Army, as a Medical Laboratory Technician, in both D.O.D. and field hospital settings. After his military service, he completed a post-baccalaureate degree in Medical Laboratory Sciences at George Washington University, an MBA at Saint Leo University and a Master of Public Health (MPH) at Icahn School of Medicine at Mount Sinai.
Disclaimer & Disclosure
Biolysis Weekly is not investment advice. Any assertions made in this newsletter only represents the author’s opinion and nothing more. Spundan Davé, Biolysis Weekly’s author, does not take any positions (long or short), unless stated otherwise, in companies exhibited within this weekly newsletter.
To find out more about the company that provides the tech for this newsletter, visit Substack.com.
