Pareto: Vicore Pharma Superior Clinical data vs Competion means Vicore Will Gain a Significant Attention. Confrence on 4/9/22 Could be the Catalyst Point

We have several pharma investments. One of the largest is our Vicore position. It is one of the most interesting plays according to Pareto analyst. I enclose summary of the Pareto note from this morning. Vicore is below radar screens of many investors. The upcoming 4 September conference, which is the major event of theContinue reading “Pareto: Vicore Pharma Superior Clinical data vs Competion means Vicore Will Gain a Significant Attention. Confrence on 4/9/22 Could be the Catalyst Point”

SpareBank on Mintra – a highly potential public to private candidate

After the strongest quarter ever in Q1, Mintra reported another strong Q2 beat. Below is a summary of the broker reports. I wrote here about the investment case a few weeks ago. http://www.fitinvestmentideas.com/2022/07/15/mintra-smart-play-on-shipping-and-energy-exploration-boom/ We are long Mintra. Pareto Securities Report Q2 EBIT 34% ahead of expectationsMintra reports Q2 EBITDA of NOK 24m (22% ahead of PAS est.), EBIT of 18m (34% ahead ofContinue reading “SpareBank on Mintra – a highly potential public to private candidate”

Our Top Ideas for Q3

We enclose our top ideas for Q3. I wrote her before about many of those and include links to the investment rationale. Biovica – FDA approved first biomarker test in cancer area On Monday Biovica reported FDA approval for its unique breast cancer test. The stock went up only by 30%. The current market capContinue reading “Our Top Ideas for Q3”

Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field

We have been very bullish on Biovica. I wrote here several times about the opportunity, I published articles on SumZero and SeekingAlpha. We viewed the likelihood of the FDA approval for its Breast Cancer Test as over 90%. Market gave it much lower probability, the not patient retail sold the stock. Over the weekend BiovicaContinue reading “Broker Comments on Biovica Received FDA Approval for First Ever Biomarker in its Field”