David Nierengarten, Ph.D.

Managing Director, Equity Research

Biography

David Nierengarten, Ph.D., has been a senior analyst covering small-mid cap biotech stocks with a heavy focus on oncology, rare disease and gene therapy. His prior experience in venture capital and operations at a private biotechnology company, helps him succeed in analyzing both science and business models. In addition, David has results in predicting Dendreon’s looming bankruptcy, and several M&A events involving NPS Pharmaceuticals and Anacor. David received his B.S. in Biochemistry from the University of Wisconsin-Madison, and Ph.D. in Molecular and Cell Biology from the University of California at Berkeley.

ANALYST EDGE

David’s Edge: His early state venture capital investing experience makes him well rounded, and can be found as a resource for M&A, and IPO trends for small/mid cap biotechs. With his primary focus being clinical trials in oncology, he understands the complexities of gene therapy, and can explain the risk/reward scenarios for developing-stage biotechnology companies. Combing both experiences provides him insights for corporate operations that have helped him generate value creation in this event-driven space.

COMPANIES UNDER COVERAGE
Abivax S.A. (ABVX)
AnaptysBio, Inc. (ANAB)
Apogee Therapeutics, Inc. (APGE)
arGEN-X N.V. (ARGX)
Artiva Biotherapeutics, Inc. (ARTV)
Beam Therapeutics (BEAM)
Bicara Therapeutics Inc. (BCAX)
bluebird bio (BLUE)
BridgeBio Oncology Therapeutics (BBOT)
Cogent Biosciences (COGT)
Disc Medicine, Inc. (IRON)
Fate Therapeutics (FATE)
Fennec Pharma (FENC)
Fusion Pharmaceuticals (FUSN)
Hansa Biopharma (HNSA)
Ikena Oncology, Inc. (IKNA)
Immunome, Inc. (IMNM)
Intellia Therapeutics (NTLA)
Iveric Bio Inc. (ISEE)
Kiniksa Pharmaceuticals (KNSA)
MyoKardia Inc. (MYOK)
NovoCure Ltd. (NVCR)
Nuvalent, Inc. (NUVL)
Nuvation Bio (NUVB)
Oric Pharmaceuticals (ORIC)
Oruka Therapeutics, Inc. (ORKA)
Perspective Therapeutics, Inc. (CATX)
Prime Medicine, Inc. (PRME)
Scholar Rock (SRRK)
Shattuck Labs, Inc. (STTK)
Spyre Therapeutics, Inc. (SYRE)
Sutro Biopharma (STRO)
Telix Pharmaceuticals Ltd (TLX)
TScan Therapeutics, Inc. (TCRX)
Xencor (XNCR)
Zenas BioPharma, Inc. (ZBIO)