Jonathan Faison, Seeking Alpha

Jonathan Faison

Seeking Alpha

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Recent articles by Jonathan:

ImmunityBio: Compelling Data In Bladder Cancer, Yet Funding Issues Remain (NASDAQ:IBRX)

ImmunityBio is a Speculative Buy, but readers should be aware of balance sheet issues (debt) with additional financing necessary to support product launch. → Read More

Merus Stock: Precision Oncology Pioneer Executes In The Clinic (NASDAQ:MRUS)

Merus shares have risen by 40% since my 2020 ROTY update, but have lost a third of their value in 2022. Read more to find out why MRUS stock is a buy. → Read More

Xencor: Capital Efficient Platform Tech Play With A Lot Going On (NASDAQ:XNCR)

Shares have fallen by 46% since my 2019 update. I initially liked this one for picks and shovels aspect of the story. Click here to read more about XNCR stock. → Read More

Ascendis Pharma: Sell-Off An Attractive Buying Opportunity (NASDAQ:ASND)

Ascendis Pharma (ASND) stock has lost nearly 40% of its value year to date. Check out why I think this sell-off in ASND stock is a buying opportunity. → Read More

Affimed: Updates To Thesis, Time To Gain Exposure To Innate Immuno-Oncology (NASDAQ:AFMD)

Shares have risen by 145% since my initial recommendation and by 65% since my October update. In ROTY's model account, our full-size, maximum-weighted position → Read More

Molecular Templates: Updates To Thesis, Pursuing Validated Targets With Unique MOA (NASDAQ:MTEM)

Shares have risen by 157% since my 2018 recommendation and by 127% since my September update. Near term events include AACR II presentation (present new ETB pro → Read More

Ocular Therapeutix: This Platform Technology Story Continues To Impress

Shares have risen by 110% since my initial recommendation and by 35% since my January update. I provide a recap of the bullish thesis for this highly intriguing → Read More

Krystal Biotech: Revisiting This Gene Therapy Pioneer Ahead Of Q2 Data

Shares have risen by over 200% since my initial recommendation, but are only slightly in the green since my June 2019 update. I provide a recap of the bullish t → Read More

BioCryst Pharmaceuticals: Multiple Value Drivers With A Coronavirus Kicker

While the majority of CV (coronavirus) plays are valued on hype, BCRX is perhaps the only one that fits my criteria for ROTY (derisking, upcoming catalysts, mul → Read More

Iovance Biotherapeutics: Buy The Dip

Shares have risen by 150% since my recommendation last year, but the recent dip makes a position here appealing again. I provide a recap of the bullish thesis a → Read More

Provention Bio: A Buy On Type 1 Diabetes Opportunity And Clear Path To Approval

Shares have risen by 375% during the past year, but have fallen by 21% thus far in 2020 (offering us a buying opportunity). If approved, teplizumab would be the → Read More

Trillium Therapeutics: This Underdog In The CD47 Space Is Staging A Comeback

Shares have lost more than a third of their value since my last update and this one was a loser for us in ROTY's model account in 2018. Corporate update shows t → Read More

Ocular Therapeutix: Multiple Upside Drivers For This Platform Technology Play

Shares have risen by 57% since my initial recommendation and by 13% since my July update. I provide a recap of the bullish thesis and recent events. A cash infl → Read More

Corvus Pharmaceuticals: Turnaround In Progress, Multiple Readouts Ahead

Performance is slightly negative since my July update piece (shares lost up to 60% of their value at one point). I provide a recap of the bullish thesis and man → Read More

Forty Seven: Buy The Dip In This CD47 Pioneer Ahead Of ASCO GI

Shares have risen by 525% over the past three months, but the current dip to $35 (price point of December's secondary offering) is an attractive level to initia → Read More

Kadmon: Updates To Thesis, Pivotal cGVHD Data Impresses

Shares have risen by 29% since my initial recommendation and by 88% since my July update. I provide a recap of the bullish thesis and recent events. cGVHD pivot → Read More

Merus: Catalyst Filled 2020 For Biclonics Platform, Concerns Remain

Shares have fallen by 16% since my initial article. I provide a recap of multiple value drivers for the company and its deep pipeline of bispecific antibody the → Read More

Immunomedics: Updates To Thesis, Buy The Secondary

Shares have risen by just 8% since my initial article. I provide a recap of the bullish thesis and recent events. This ADC specialist is the front runner in the → Read More

Regenxbio: Revisiting This Gene Therapy 'Picks And Shovels' Play

Shares have risen by 190% since my initial recommendation and by 52% since my February 2018 update. I provide a recap of our bullish thesis and recent events. C → Read More

Ascendis Pharma: Updates To Thesis, Q4 Data Looms

Shares have risen by over 200% since my initial article and by 50% since my January update. I provide a recap of the bullish thesis and a few takeaways from man → Read More