Leftfield Investing

Substack

Articles

35

Companies covered

20

Sectors

4

Countries

5

Research Articles

Replimune recieves accelerated approval

Aug 7, 2026

PDEX hits $67 USD/share

Aug 4, 2026

Clearpoint Neuro 5 years of reflection

Aug 4, 2026

Vaso sells a subsidiary, shares close 38% higher

Aug 4, 2026

Zedcor has been integrated into direct to dispatch

Aug 3, 2026

A busted acquisition has made Galaxy Gaming incredibly cheap

Jul 29, 2026

Ken Dart triggers mandatory bid for Evolution Gaming

Jul 28, 2026

SINTEFs commercial waste refuge into Flerie AB with BSG005

Jul 19, 2026

IGaming - Evolution Gaming hurdle rate is well positioned & a prospective buyout in 3 years time.

Jul 16, 2026

Medicare part D coverage started July 1st is rapidly eroding Pepsi Co's profit center in American snacks.

Jul 10, 2026

Monogram highlights from the Goldman Sachs 47th Annual Global Healthcare Conference

Jul 7, 2026

Tarsus Pharmaceuticals Lotilaner, a soon to be blockbuster with an Achilles' heel

Jul 3, 2026

Abivax is a lesson

Jul 1, 2026

Zedcor expands into the desert & is now using drones, uniQure gets a BLA submission, Pro-Dex inc reveals further details about Monogram in Vegas.

Jun 24, 2026

Planet Microcap & Zimmer Biomet Q1

May 25, 2026

Evolutions €2B buyback program.

May 24, 2026

An aging Huntingtons patient treated with AMT-130 goes off disability

May 23, 2026

Zedcor's latest quarter

May 22, 2026

What's going to be offered by Zimmer Biomet is largely unbeatable and an early example of applied AI in robotics materially impacting a significant labor market.

May 16, 2026

Fervo IPO @ $27 USD, indicating an OPEN at $40 USD

May 13, 2026

Fervo has IPO'd

May 13, 2026

Monograms surgical device is a future market leader in robotic orthopedic surgery that will ragdoll $PDEX common shares.

May 4, 2026

FDA flips on uniQure

Nov 4, 2025

2025's unexpected loser - ProDex Inc.

Oct 17, 2025

Just look at Cipher Pharmaceuticals

Jun 18, 2025

Zedcor Inc - Oil field rental company turned mobile live surveillance company.

May 3, 2024

Cipher Reports YE 2023 results; Epuris grows +10% Y/Y; company begins planning for commercialization of Terclara; CFO +49% Y/Y; Cash and Cash Equivalents +39% Y/Y offset by stock buybacks

Mar 14, 2024

UPDATE: Moberg Pharma - Pharmacies report major demand for the new medication

Feb 7, 2024

Pro-Dex Inc.

Jan 8, 2024

Constellation Software writ small - Sygnity

Jan 5, 2024

Medexus Pharmaceuticals Inc.

Dec 28, 2023

UPDATE: Cipher Pharmaceuticals - Sun Pharmaceuticals has officially begun marketing of Absorica LD in Canada as of early December

Dec 23, 2023

Cipher Pharmaceuticals - Piclidenoson

Dec 5, 2023

UPDATE: Cipher Pharmaceuticals - Incidental discovery involving piclidenoson in pre-clinical studies for the treatment of Lowe Syndrome

Nov 4, 2023

Some notes on quarterly results of $KUT.V & $TBTC, brief comments on first and secondhand interviews with management teams, and some other stuff.

Dec 19, 2022