Research thesis on ADMA Biologics (Ticker: ADMA US Equity)

URL link to wordpress blog page where i post my research theses on fundamental value investments, equity special situations and interesting macroeconomic outliers.

Summary ETC-1002 was previously assessed by the FDA as a potential PPAR alpha agonist. Will ETC-1002 work in patients already on high-dose statins? Management team is very experienced in developing drugs with a similar mechanism of action.

Investors shouldn't underestimate China's ability to support its economy with massive fiscal stimulus measures over the medium term.

Summary - Growth in 2016 was driven by higher commodity prices and booming real estate markets. - Housing inventory and key commodities in storage in China are close to all-time highs. - The global reflationary cycle is reaching its peak.