New Moon Biotech
Hello Investing Friends!
Happiest of hump days to you! I’m very excited to bring you the first of the June small cap picks. Biotechs have been crushed, but there are now a lot of interesting opportunities presenting themselves, and this one looks excellent.
But first here is Hilary Metz’s interview from yesterday if you have not seen – her father has basically stayed at his recovered level since November, pretty incredible from both an investing and human perspective:
We’ll publish and promote the interview tomorrow.
And then we have a terrific new biotech pick. This is for a number of reasons:
Targeting large fatal unmet need with a $24B market
Safety and tolerability are fundamental to the nature of the technology
In phase 2b/3 in primary program
Planning phase 2 in head and neck cancers, showed safety & efficacy in phase 1
Good IP including composition of matter
Platform could have wide-ranging applications
The name of the stock is
