EVENTS:   Best Equity Short Ideas Conference Call 12 - Zach Shannon/Corto Capital Advisors & Craig Huber/Huber Research Partners & Thomas Beevers /Forensic Alpha & Ed Steele/Iron Blue Financials & Bill Campbell/Paragon Intel - 12 Nov 25   Will AI Deflate the World? Macro Lessons from Three Industrial Revolutions and China - Manoj Pradhan/Talking Heads Macro - 13 Nov 25     ROADSHOWS: Forest Products Sector Equity and Commodity Research With Expertise in Distressed Debt - Kevin Mason /ERA Research   •   London   12 - 14 Nov 25       Buyside to Buyside Forum and Expert Calls across TMT, Consumer, Healthcare and Fintech - Andrew Peters /Revelare Partners   •   London   17 - 19 Nov 25       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   17 - 19 Nov 25      

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Unloved Biotech

Healthcare

Bios Research

While Aaron Fletcher writes a lot of short research (with a focus on the 3 F’s - Fads, Fakes and Frauds), following the worst alpha year in biotech history, he currently sees the biggest opportunities on the long side. Aaron compares the sector to how energy was in the second half of 2020, when no one wanted to touch it. He expects M&A to pick up significantly later this year. IRF recently hosted a conference call with Aaron where he discussed his top picks for 2022 including TFF Pharma, Taysha Gene Therapies, Aptose Biosciences, IN8bio and Lantern Pharma. On the short side he highlights Ocugen and Moderna.

Edition: 130

- 04 March, 2022