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Campaigns / Muddy Waters → PeptiDream, Inc.
Muddy Waters vs. PeptiDream, Inc.

PeptiDream, Inc. · 4587 JP

1 deck published between 2019-11-07 and 2019-11-07 — 22 pages, 22 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2019-11-07 initial thesis

    2019 11 MW_PeptiDream_20191107_EN

    22pp · research_note

    PeptiDream's 19 pharma 'partnerships' are largely dormant and 13 years of R&D have produced zero Phase 2 drugs — analyst 2027 revenue forecasts will miss by over 60%.