Click on the links to go to current and historic summaries of analyst conferences. These are my personal notes for my "database" of facts and opinions about stocks. I hold positions (own stock) in many of these companies, which change from time to time. I do not necessarily post notes on every conference. You can also search OpenIcon.
As my interest shifts the companies I cover shift. The first table is of companies I cover currently. The second table is of companies I created summaries for at some point in the past. You can also find my old articles at Seeking Alpha. In late December 2023 I added Bluebird Bio. In March 2024 I added Allogene.
Ticker Symbol | Company & link to summaries | Next or Last Analyst Conference |
AGEN | Agenus | August 8, 2024, @ 5:30 AM Pacific Time |
AGIO | Agios | August 1, 2024, @ 5:00 AM Pacific Time |
ALLO | Allogene Thereapeutics | August 7, 2024 @ 2:00 PM Pacific Time |
ALNY | Alnylam | August 1, 2024 @ 5:30 AM Pacific Time |
AMAT | Applied Materials | August 15, 2024 @ 1:30 PM Pacific Time |
AMGN | Amgen | October 30, 2024 @ 1:30 PM Pacific Time |
APRE | Aprea Therapeutics | August 12, 2024, press release only |
ARWR | Arrowhead Pharmaceuticals | August 8, 2024 @ 1:30 PM Pacific Time |
RNA | Avidity Biosciences | August 8, 2024 (press release only) |
BIIB | Biogen | October 30, 2024 @ 5:30 AM Pacific Time |
BLRX | BioLineRx | August 15, 2024 @ 5:30 AM Pacific Time |
BLUE | Bluebird Bio | August 14, 2024 @ 5:00 AM Pacific Time |
BMY | Bristol-Myers Squibb | October 31, 2024 @ 5:00 AM Pacific Time |
CLDX | Celldex Therapeutics | August 8, 2024 press release only |
CDTX | Cidara Therapeutics | August 13, 2024 press release only |
FATE | Fate Therapeutics | August 13, 2024 @ 2:00 PM Pacific Time |
GILD | Gilead Sciences | November 7, 2024 @ 1:30 PM Pacific Time |
GLYC | GlycoMimetics | 10-Q filed August 8, 2024 |
ILMN | Illumina | November 4, 2024 @ 1:30 PM Pacific Time |
INCY | Incyte | October 29, 2024 @ 5:00 AM Pacific Time |
INKT | Mink Therapeutics | August 13, 2024 @ 5:30 AM Pacific Time |
INO | Inovio Pharmaceuticals | August 8, 2024 @ 1:30 PM Pacific Time |
IONS | Ionis Pharmaceuticals | August 1, 2024 @ 8:30 AM Pacific Time |
MCHP | Microchip Technology | August 1, 2024 @ 1:30 PM Pacific Time |
MRNA | Moderna | August 1, 2024 @ 5:00 AM Pacific Time |
PASG | Passage Bio | August 8, 2024 press release only |
PLX | Protalix BioTherapeutics | August 14, 2024 @ 5:30 AM Pacific Time |
REGN | Regeneron Pharmaceuticals | October 31, 2024 @ 5:30 AM Pacific Time |
SAGE | Sage Therapeutics | July 31, 2024 @ 5:00 AM Pacific Time |
SANA | Sana Biotechnology | August 8, 2024 press release only |
SYRS | Syros Pharmaceuticals | July 31, 2024 @ 5:30 AM Pacific Time |
TSVT | 2seventy bio | August 7, 2024 @ 5:00 AM Pacific Time |
VSTM | Verastem | August 8, 2024 press release only |
VRTX | Vertex Pharmaceuticals | August 1, 2024 @ 1:30 PM Pacific Time |
WBA | Walgreens Boots Alliance | October 15, 2024 @ 5:30 AM Pacific Time |
Companies formerly covered |
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Ticker Symbol - link to summaries | Company | dates of conferences summarized (first to last) |
XLRN | Acceleron Pharma | acquired by MRK |
ADBE | Adobe Systems | 2006 to 2013 |
ADEP | Adept Technology | August 31, 2015 @ 2:00 PM Pacific Time |
AKAM | Akamai | February 10, 2015 @ 1:30 PM Pacific Time |
ALTR | Altera | bought by Intel |
ALXN | Alexion | acquired by AstraZeneca |
AMD | Advanced Micro Devices | October 24, 2017 @ 2:00 PM Pacific Time |
ANSV | Anesiva | 08/09/2006 to 08/07/2008 |
ATML | Atmel Corporation | 04/2006 to 08/01/2007 Bought by MCHP |
BIND | Bind Therapeutics | May 2015 to July 2016 |
BMRN | Biomarin | stopped covering after Q4 2018 |
BIVV | Bioverativ | acquired by Sanofi |
CELG | Celgene | Acquired by BMY |
CLSN | Celsion | August 11, 2021 @ 8:00 AM Pacific Time |
CSCO | Cisco Systems | 11/08/2006 to 05/11/2011 |
CMN | Cantel Medical | September 29, 2015 @ 8:00 AM P. T. |
DNDN | Dendreon | 2005 to 2014 |
DRNA | Dicerna | acquired by Novo Nordisk |
EPZM | Epizyme | acquired by Ipsen |
GOOG | 1/31/2007 to 4/17/2008 | |
HNSN | Hansen Medical | acquired |
HILL | Dot Hill | acquired by Seagate |
IMGN | ImmunoGen | Acquired by AbbVie |
INTC | Intel | October 26, 2017 @ 2:00 PM Pacific Time |
ISRG | Intuitive Surgical | ceased covering Jan. 2022 |
JUNO | Juno Therapeutics | acquired by Celgene |
MACK | Merrimack Pharmaceuticals | May 8, 2018 @ 5:30 AM Pacific Time |
MDVN | Medivation | acquired by Pfizer |
MRVL | Marvell Technology Group | 2006 to 2015 |
MSFT | Microsoft Corporation | 4/27/2006 to 4/23/2009 |
MXIM | Maxim Integrated Products | 4/26/2006 to 10/29/2009 |
MYL | Mylan, Inc. | July 29, 2019 @ 5:30 AM Pacific Time |
NVDA | Nvidia Corporation | November 9, 2017 |
ONXX | ONYX Pharmaceuticals | 2006 to 2013. Bought by AMGN |
OCAT | Ocata Therapeutics | 2014 to 2015. Bought by Astellas |
OPXA | Opexa Therapeutics | August 11, 2016 @ 1:30 PM Pacific Time |
STX | Seagate Technology | July 31, 2015 @ 6:00 AM Pacific Time |
SGEN | Seagen (was Seattle Genetics) | acquired by Pfizer |
ORCL | Oracle | 12/18/2006 to 06/17/2011 |
RETA | Reata Pharmaceuticals | Biogen is buying, Q4 2023 |
RHT | Red Hat | 12/2007 to 06/2014 |
TTMI | TTM Technologies | 2005 to February 2015 |
TTPH | Tetraphase Pharmaceuticals | March 12, 2020; press release only |
TXN | Texas Instruments | 01/22/2007 to 01/22/2008 |
VBLT | Vascular Biogenics | November 2022 stopped covering |
XLNX | Xilinx | 2008 to 2021. Bought by AMD |