
David Nierengarten, PH.D.
Managing Director and Head of Equity Research
AREA OF FOCUS
Biotechnology
AREA OF FOCUS
Biotechnology
ANALYST 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
- 2Seventy Bio Inc (TSVT)
- AnaptysBio, Inc. (ANAB)
- arGEN-X N.V. (ARGX)
- AVROBIO, Inc. (AVRO)
- Beam Therapeutics (BEAM)
- bluebird bio (BLUE)
- Blueprint Medicines Corp (BPMC)
- Chimerix Inc. (CMRX)
- Codiak BioSciences (CDAK)
- Cogent Biosciences (COGT)
- Disc Medicine, Inc. (IRON)
- Fate Therapeutics (FATE)
- Fennec Pharma (FENC)
- Freeline Therapeutics Holdings PLC (FRLN)
- Fusion Pharmaceuticals (FUSN)
- G1 Therapeutics Inc. (GTHX)
- Generation Bio Co (GBIO)
- Intellia Therapeutics (NTLA)
- Inozyme Pharma (INZY)
- iTeos Therapeutics Inc. (ITOS)
- Iveric Bio Inc. (ISEE)
- Karyopharm Therapeutics (KPTI)
- Kiniksa Pharmaceuticals (KNSA)
- Kinnate Biopharma (KNTE)
- Magenta Therapeutics (MGTA)
- Mersana Therapeutics (MRSN)
- MyoKardia Inc. (MYOK)
- NovoCure Ltd. (NVCR)
- Nuvalent, Inc. (NUVL)
- Nuvation Bio (NUVB)
- Scholar Rock (SRRK)
- Springworks Therapeutics Inc. (SWTX)
- Sutro Biopharma (STRO)
- TCR2 Therapeutics Inc. (TCRR)
- Theseus Pharmaceuticals, Inc. (THRX)
- Vor Biopharma (VOR)
- Xencor (XNCR)
- Y-mAbs Therapeutics, Inc. (YMAB)