PI3K inhibitors and clinical data of Bendamustine +other drugs in chronic
lymphocytic leukemia (CLL) and other leukemias were the flavor at ASH ‘12 and at
the 31st JP Morgan Healthcare conference. The positive impact of these was seen
in the small cap Japanese company SymBio Pharma (4582) whose stock has gone up
by ~185% since our initiation on September 14th 2012. SymBio’s focus on Japan
and select Asia Pacific Rim countries market along with its pipeline makes it
attractive to companies seeking presence in these geographies.
We currently attribute this impact to the investment it received from PE Whiz
Partners in the form of convertible bonds and promising future potential of its
product portfolio. For more details, please read our report released on 16th
January. 2013 on SymBio titled “Significant Upside still Remains: Bendamustine +
Regosertib + Cash to In-license More!”