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Left’s Newsletter

Left

Investing

Platform
Substack
PricingFreemiumPublishesDaily
Issues160SubscribersRead leftfieldinvesting.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Followup on uniQure's AMT-130

Recent regulatory drama kicked up a storm on this a few weeks ago. The conversations are in my opinion boring. But maybe I can throw something I find exciting for reasons that will (hopefully) soon be relevant for reasons that don’t hinge o...

3 days ago
17
0

Adam Feuersteins most interesting post

I saw Adam Feuerstein post something that got my attention. All of the AMT-130 drama definitively involves use of statistical analysis with external controls to determine a treatment effect in the progrssion of Huntingtons disease. These pe...

9 days ago
3
0

Pro-Dex Inc. outlook and expectations with launch of mBôS for ROSA Knee

I’ve written about Pro-Dex a few times. Once in 2023, and a few more short followup posts somewhat recently.

11 days ago
9
0

ClearPoints worst outcome is here

Sometime after 2019, both the EMA & FDA prevented uniQure from using a double blind randomized control group. Today the FDA insists it must be done prior to any registration.

13 days ago
9
0

Authors

The writers behind this newsletter.

  • Left

    Stolen ideas out from left field with an occasional original idea.

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