Domino Analytics
http://dominoanalytics.com
Investment Research and Management
http://dominoanalytics.com/articles/20221222_1
2022-12-22T11:13:00-00:00Leemon interview
http://dominoanalytics.com/articles/leemon-interview
<p>Leemon Baird interview on September 21, 2021</p>2021-09-22T13:27:00-00:00Hashgraph Exchange: A White Paper
http://dominoanalytics.com/articles/hashgraph-exchange-white-paper
<p>HEX is a decentralized exchange (DEX) and digital asset manager built on Hedera Hashgraph. Currently, through the HEX Chrome extension, users can create new wallets and Non-Fungible Tokens (NFT) on the Hedera mainnet, import and manage existing wallets, and send and swap both fungible tokens and NFTs that are native to the Hedera network. In the future, we aim to become hashgraph's one-stop solution for decentralized finance (Defi).<span style="left: 356.251px; top: 440px; font-size: 20px; font-family: sans-serif;"></span><span style="left: 364.665px; top: 556.667px; font-size: 20px; font-family: sans-serif;"><br /></span></p>2021-03-24T10:28:00-00:00Citibank's View of Roche's TIGIT
http://dominoanalytics.com/articles/citibank-roche-report
<p>TIGIT. We Totally Dig It….. Upgrading to Buy</p>
<p>After several false dawns with other ICI (immune checkpoint inhibitors) and TME modifying agents, we believe that tiragolumab (inhibiting TIGIT) could be the first checkpoint to convincingly demonstrate potential additive/synergistic efficacy to PDx therapies across a broad array of solid and liquid tumors.</p>2020-02-19T12:56:00-00:00The Role of PVRIG in Liver Cancer
http://dominoanalytics.com/articles/the-role-pvrig-liver-cancer
<p>The major causes of morbidity and mortality of patients with chronic liver disease are liver fibrosis and cirrhosis. Previous studies have been concerned with immune dysfunction in the pathogenesis of cirrhosis progress. However, the potential molecular mechanism of how the liver’s fibrotic state favors tumor progression is still unclear. We attempted to reveal deviations of the immune cell landscape between various liver tissues and identify key biomarkers associated with patients’ outcomes.</p>
<p>...These genes may be potential novel checkpoints for immunotherapy, including PVRIG related to NK resting/activated cells and T cell CD8+ infiltration which was recently targeted in breast cancer. Furthermore, Pearson correlation coefficient analysis suggested that PVRIG is significantly positively related to other checkpoint molecules and Teff gene signatures.</p>2019-10-08T10:23:00-00:00DNAM-1 and the TIGIT/PVRIG/TACTILE Axis: Novel Immune Checkpoints for Natural Killer Cell-Based Cancer Immunotherapy
http://dominoanalytics.com/articles/20190624
<p>Natural killer (NK) cells are lymphocytes of the innate immune response characterized by their role in the destruction of tumor cells. Activation of NK cells depend on a fine balance between activating and inhibitory signals mediated by different receptors...Analysis of DNAM-1, TIGIT, TACTILE and PVRIG on human NK cells from solid cancer or leukemia patients will clarify the role of these receptors in cancer surveillance. Overall, it can be speculated that in cancer patients the TIGIT/PVRIG pathways are upregulated and represent novel targets for checkpoint blockade immunotherapy.</p>2019-06-24T11:09:00-00:00PVRIG and PVRL2 Are Induced in Cancer and Inhibit CD8รพ T-cell Function
http://dominoanalytics.com/articles/20190122_4
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<p><span style="font-size: 8.000000pt;">Although checkpoint inhibitors that block CTLA-4 and PD-1 have improved cancer immunotherapies, targeting additional checkpoint receptors may be required to broaden patient response to immunotherapy. PVRIG is a coinhibitory receptor of the DNAM/TIGIT/CD96 nectin family that binds to PVRL2. We report that antagonism of PVRIG and TIGIT, but not CD96, increased CD8</span><span style="font-size: 6.000000pt;">þ </span><span style="font-size: 8.000000pt;">T-cell cytokine production and cytotoxic activity. The inhibitory effect of PVRL2 was mediated by PVRIG and not TIGIT, demonstrating that the PVRIG</span><span style="font-size: 8.000000pt;">–</span><span style="font-size: 8.000000pt;">PVRL2 pathway is a nonredundant signaling node. </span></p>
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http://dominoanalytics.com/articles/20181120
2018-11-19T17:26:00-00:00CGEN: 11/7/18 Oppenheimer report
http://dominoanalytics.com/articles/20181113
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<div class="column"><span style="font-size: 13px;">TIGIT-Targeting Drugs May Need Help from COM701 </span></div>
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http://dominoanalytics.com/articles/20181109_1
<p>SCIENCE IMMUNOLOGY | FOCUS 1 of 3 CANCER IMMUNOLOGY <br />Developing combination immunotherapies against cancer that make sense André Veillette1,2,3* and Dominique Davidson1 <br />Mechanistic preclinical studies provide a compelling case that combination immunotherapies that target the receptors PD-1 and GITR may demonstrate synergy in human cancer.</p>2018-11-09T13:29:00-00:00A Market Low?
http://dominoanalytics.com/articles/20160116
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<p>Similar to August, we've seen a swift, severe price decline within the context of what had been a market near multi-year highs. It has been rare to see this kind of severity relatively soon after hitting a three-year high, especially in the past 20 years. Each of those instances marked important market lows. That was mostly the case since 1928, as well, with two major exceptions.</p>
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<p>Friday's plunge had a big impact on sentiment. Smart Money Confidence rose above 70% and Dumb Money Confidence dropped below 20%. The spread between them is now +54%. Since 1999, there have been 135 days when the spread was higher than 53%. Over the next 30 days, the S&P 500 was positive after 112 of those days (an 83% win rate) with a median return of +4.4%. its maximum decline over the next 30 days averaged -1.9% versus a maximum gain that averaged +6.9%.</p>
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<p>There's no denying that a 20-year chart of the major indexes looks scary, with a rounded top forming just like 2000 and 2008. <span style="font-size: 12.8px;">But there have been other times that stocks broke down from rounded tops after a multi-year bull market. Two examples are shown.</span></p>
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http://dominoanalytics.com/articles/20160108
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<p>Early-bird traders have shown some sense of panic. U.S. stocks have opened more than 1.5% below the previous close on three out of the past four sessions, a rarely-seen level of pre-market concern only seen when traders are fearful of a broken market structure or global financial crisis. Even during the depths of a bear market, though, consecutive gaps down like the past two days have recovered enough to close the gaps every time, usually within a week, some comfort for short-term bulls at least.</p>
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<p>More than 50% of the equity ETFs we track now have an Optimism Index below 5. In the past four years, there have been this many cases of extreme pessimism only twice, in June 2013 and August 2015.</p>
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<p>Selling pressure was overwhelming on Thursday. The Down Pressure reading for the Nasdaq 100 was 98%, meaning that only 2% of points gained or lost in the component stocks were gained, and only 2% of volume went into stocks that advanced on the day. In the past decade, when selling pressure was this lopsided, the Nasdaq 100 was five times more likely to gain 2% than lose 2% over the next week.</p>
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</ul>2016-01-07T19:04:00-00:00Sentiment Update for January 4
http://dominoanalytics.com/articles/20160104
<p>The number of securities trading at a 52-week low nearly tripled on Monday. That could be taken as a sign that investors will begin to panic and cause cascading selling pressure, but there is little evidence for that. Past instances mostly led to mixed returns in the shorter-term, and significantly positive ones longer-term, with no future bear markets among them.</p>2016-01-04T15:39:00-00:00MedImmune Presentation on Wearable Injectors
http://dominoanalytics.com/articles/20151203
<p>A technical view of Unilife's supply agreement </p>2015-12-02T19:42:00-00:00Sentiment Update for December 1
http://dominoanalytics.com/articles/20151202
<p>Stocks, interest rates, gold...</p>2015-12-01T16:08:00-00:00CGEN: November Corporate Presentation
http://dominoanalytics.com/articles/20151119
<p>Updated and revised to reflect recent developments...</p>2015-11-19T09:53:00-00:00UNIS: Griffin Securities recap of Annual General Meeting
http://dominoanalytics.com/articles/20151117
<p>Mostly business, some updates...</p>2015-11-17T13:13:00-00:00MiMedix (MDXG): Revenue Model
http://dominoanalytics.com/articles/20151112
<p>Base case offers 4x return in 4 years...</p>2015-11-12T10:33:00-00:00Unilife (UNIS): 1Q'16 results
http://dominoanalytics.com/articles/20151109
<p>New financing; Medtronic, Sanofi and AbbVie progress; ongoing strategic review...</p>2015-11-09T10:45:00-00:00MiMedx (MDXG) vs Osiris (OSIR)
http://dominoanalytics.com/articles/20151106
<p>Both companies are growing but MDXG seems the far better investment</p>2015-11-05T16:44:00-00:00Sentiment Update
http://dominoanalytics.com/articles/20151105
<p>Sentiment is starting to push toward extremes again.</p>2015-11-04T16:41:00-00:00MDXG: White Paper
http://dominoanalytics.com/articles/20151104_1
<p><span style="font-size: 13px;"><span class="tx" style="color: #3b4045;">Discussion of FDA's Draft Guidance on Homologous use of human cells, tissues, and cellular and tissue based products</span></span></p>2015-11-04T15:46:00-00:00UNIS: Buy Reiterated at Griffin Securities
http://dominoanalytics.com/articles/20151104
<p><span style="color: #222222; font-size: 13px;">MedImmune enters into its first commercial supply contract for wearable injectors.</span></p>2015-11-04T14:02:00-00:00CGEN: 3Q'15 Quarterly Review
http://dominoanalytics.com/articles/20151103
<p>Bayer update, pending partnerships, clinical trials... </p>2015-11-03T13:09:00-00:00UNIS: 1Q'16 preliminary results
http://dominoanalytics.com/articles/20151030
<p>Annotated Appendix 4c filing is <a href="http://www.dominoanalytics.com/downloads/20151030">here</a> for download.</p>2015-10-30T09:47:00-00:00