Chimera Research Group Critical Minerals Equity Note LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF) Company Update: De-Risking Event – From Lab to First Commercial Lithium Carbonate Production in The Field. Author: Joe Gantos, Senior Analyst Date: December 2nd, 2025 Recommendation: STRONG BUY Target Price (12-18 mo): C$3.00 – C$5.00 Current Price: C$0.85 Market […]
LibertyStream Infrastructure Partners – The Permian Brine Disruptor Poised for Commercial Liftoff
Chimera Research Group Critical Minerals Equity Note LibertyStream Infrastructure Partners Inc. (TSXV: LIB | OTCQB: VLTLF) Company Update: 14-Month De-Risking Sprint – From Lab to Commercial Scale in Record Time Author: Joe Gantos, Senior Analyst Date: October 27ᵗʰ, 2025 Recommendation: STRONG BUY Target Price (12-18 mo): C$3.00 – C$5.00 Current Price: C$.48 Market Cap: ~C$84 […]
Cardiol Therapeutics Unlocking Potential in Heart-Failure Therapy Through Significant LV Mass Reduction – A Comprehensive Report
Cardiol Therapeutics Inc. (NASDAQ/TSX: CRDL), a clinical-stage biopharmaceutical company specializing in anti-inflammatory and anti-fibrotic therapies for heart disease, has demonstrated promising proof-of-concept data from its Phase II ARCHER trial of CardiolRx™ in acute myocarditis. The trial's topline results, announced on August 6, 2025, highlight a “significant reduction in left ventricular (LV) mass”, a critical biomarker […]
Eupraxia’s EP-104GI Demonstrates Unprecedented Durability in EoE at One-Year Follow-Up
Eupraxia Pharmaceuticals Inc. (EPRX) – Investment Snapshot Date: September 02, 2025 Stock Price: US$5.48 | Market Cap: US$198M (as of 09/02/2025) Recommendation: Buy | Target Price: US$12.00 On September 2, 2025, Eupraxia Pharmaceuticals ($EPRX) released one-year results from Cohort 5 (48 mg dose, 12 injections of 4 mg each) of the Phase 1b/2a RESOLVE trial, […]
Advancing EoE Treatment Amid Biologic Setbacks: CLDX Failure Reinforces EPRX’s Edge
Eupraxia Pharmaceuticals Inc. (EPRX) – Investment Snapshot Date: August 20, 2025 Stock Price: US$5.39 | Market Cap: US$193M (as of 8/19/2025 close) Recommendation: Buy | Target Price: $12.00 On August 19, 2025, Celldex Therapeutics (CLDX) announced results from its Phase 2 trial of barzolvolimab in EoE. The monoclonal antibody (mAb) targeting KIT met its primary […]
Eupraxia Phase 2b RESOLVE Trial Update: A Promising Step Forward for EoE Treatment
Eupraxia Pharmaceuticals Inc. (EPRX) – Investment Snapshot Stock Price: US$5.40 | Market Cap: ~US$194M Recommendation: Buy | Target Price: US$12.00 On July 8, 2025, Eupraxia Pharmaceuticals Inc. (NASDAQ: EPRX, TSX: EPRX) announced a significant milestone in its clinical development program, dosing the first patient in the placebo-controlled Phase 2b portion of the RESOLVE trial for […]
Conavi Is Revolutionizing Coronary Interventions
I’ve primarily been focused on biotech stocks and have generally avoided medical device investments. But a month ago, a broker I’ve worked with for years called me about a new opportunity. He knows I’m selective, but he was excited about the company and wanted my take on their public financing round. When he mentioned it […]
Unveiling Volt Lithium: A Groundbreaker in America’s Lithium Revolution
While the world searches for helpful sustainable energy solutions, one small-cap company quietly changing the lithium industry landscape in the United States. Headquartered in Calgary, Canada, Volt Lithium Corp. (TSXV: VLT.v – US, OTC: VLTLF) has become the only operational Direct Lithium Extraction (DLE) operator on the continent, with a working field unit, converting oilfield […]
Volt Lithium: A Lean, Swift Challenger Outpacing Giants in the Lithium Race
In the high-stakes race to secure North America’s lithium future, Volt Lithium Corp. (TSXV: VLT.v – US-OTC: VLTLF), and Standard Lithium Ltd. (SLI) represent two starkly different paths. Standard Lithium’s latest milestone, announced on March 11, 2025, celebrates the Smackover Lithium joint venture (with Equinor) completing its final Direct Lithium Extraction (DLE) derisking step at […]
Eupraxia’s EoE Breakthrough: Cohort 6 Shines Bright, Cohort 5 Holds Strong With 24-Week Follow-up
Eupraxia Pharmaceuticals Inc. (EPRX – Nasdaq and TSX) is a clinical-stage biotechnology company headquartered in Victoria, British Columbia, Canada. The company focuses on developing locally delivered, extended-release alternatives to currently approved drugs. Their goal is to provide targeted, long-lasting activity with fewer side effects. Eupraxia’s lead product candidate, EP-104GI for treating eosinophilic esophagitis (EoE). EoE is a […]
Eupraxia – The Precision Delivery Platform
Eupraxia Pharmaceuticals Inc. (EPRX) is a clinical-stage biotechnology company headquartered in Victoria, British Columbia, Canada. The company focuses on developing locally delivered, extended-release alternatives to currently approved drugs. Their goal is to provide targeted, long-lasting activity with fewer side effects. Eupraxia’s lead product candidate, EP-104GI for treating eosinophilic esophagitis (EoE). EoE is a chronic, immune-mediated […]
Cardiol Therapeutics: MAvERIC-Pilot Results Achieve CardiolRx™ Proof-of-Concept as an Active Drug for Recurrent Pericarditis
Cardiol Therapeutics (NASDAQ: CRDL) (TSX: CRDL) is a life sciences company developing pharmaceutically manufactured cannabidiol formulations (CardiolRx™ and CRD-38) as innovative therapies for heart diseases, including recurrent pericarditis (RP), acute myocarditis, and heart failure. We previously covered the company and its pipeline extensively (LINK) prior to and in preparation for the MAvERIC-Pilot trial (NCT05494788) readout […]
Cardiol Therapeutics: Near-Term Pericarditis Clinical Proof-of-Concept Data Catalyst, a Turning Point for Cardiol and its Valuation
Cardiol Therapeutics (NASDAQ: CRDL) (TSX: CRDL) is a Canadian company developing pharmaceutically manufactured prescription strength cannabidiol products (CardiolRx™ and CRD-38) as small molecule therapies for heart diseases, including pericarditis, acute myocarditis, and heart failure. CardiolRx™, its proprietary oral formulation, is currently in multiple Phase 2 clinical trials, one of which is set to read out […]
Medicenna – Unlocking IL-2 and Other Cytokines’ Immunotherapy Efficacy with Optimized Selectivity, Dosing, and Safety
MDNA.TO (TSX – Canada), MDNAF (OTCQB – USA) Medicenna is a clinical-stage immunotherapy company developing novel, selective IL-2, IL-4, and IL-13 Superkine molecules exclusively in-licensed from Stanford University. The Superkines are engineered versions of naturally circulating immune system cytokines, designed to enhance cancer-killing properties of immune cells while enabling systemic therapeutic dosing by minimizing their […]
Aptose – Management Conference Call Summary
To kick off the new year in 2024, I requested a conference call with Aptose management to seek answers to numerous questions regarding the company, their clinical program, and primarily the financing that is expected to be completed any day. I had Aptose CEO, Dr. Rice and Fletcher Payne, CFO and CBO on the call. […]
Aptose – Path Forward in 2023 With AML “Triplet Therapy”
I had a zoom meeting with Aptose’s CEO and CFO as well, to get updates regarding the new follow-up clinical trials and the timeline in 2023. The CEO was well excited with the move to the new trial in mono & combo with Venetoclax. The 1st mono therapy with 120mg (that has already started) should […]
The XBI – A Short Term Outlook
Many are asking if the XBI is done with the bounce and will drop back to test the 52-week low around $61, or it is still in a consolidation mode and will continue the recovery and move upward again! Here is my outlook for the biotech sector these days. The XBI used as a leading […]
BELLUS Health – A Fresh Look at BLU-5937 in Refractory Chronic Cough as A Phase 2b Turnaround Play
We believe this is an opportune time to revisit BELLUS Health (BLU, BLU.TO), as their Phase 2b trial results are set to be released in Q3 (interim analysis) and Q4 (Top-Line results) this year. Recall, this is a clinical stage biopharma company based in Canada (Laval) and the US (Philadelphia), developing novel medicines for the […]
Perimeter Medical Imaging AI Update – Thesis advancing to fruition
Perimeter Medical Imaging AI (PINK.v, PYNKF) is a Toronto-based company with U.S. headquarters in Dallas, Texas that is driven to transform cancer surgery with ultra-high-resolution, real-time, advanced imaging tools. Giving physicians the ability to visualize microscopic tissue structures “real time” in the operating room has the potential to result in better long-term outcomes for patients […]
Q&A With Sarepta’s Management
It was very tight to get all my questions answered in 30 minutes, but I tried to get as much clarity as I could, let’s get straight to the questions and answers. Q: Why did you decide to expand the 103 study from 11 to 20 patients? A: To adjust the 4-5 & 6-7 years […]
