David Nierengarten, Ph.D.

Managing Director, Equity Research


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)
  • Apogee Therapeutics, Inc. (APGE)
  • arGEN-X N.V. (ARGX)
  • Artiva Biotherapeutics, Inc. (ARTV)
  • Beam Therapeutics (BEAM)
  • bluebird bio (BLUE)
  • Blueprint Medicines Corp (BPMC)
  • Chimerix Inc. (CMRX)
  • Cogent Biosciences (COGT)
  • Disc Medicine, Inc. (IRON)
  • Fate Therapeutics (FATE)
  • Fennec Pharma (FENC)
  • Fusion Pharmaceuticals (FUSN)
  • Generation Bio Co (GBIO)
  • Ikena Oncology, Inc. (IKNA)
  • Immunome, Inc. (IMNM)
  • Intellia Therapeutics (NTLA)
  • Inozyme Pharma (INZY)
  • iTeos Therapeutics Inc. (ITOS)
  • Iveric Bio Inc. (ISEE)
  • Kiniksa Pharmaceuticals (KNSA)
  • Mersana Therapeutics (MRSN)
  • 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)
  • Springworks Therapeutics Inc. (SWTX)
  • Spyre Therapeutics, Inc. (SYRE)
  • Sutro Biopharma (STRO)
  • TScan Therapeutics, Inc. (TCRX)
  • Vor Biopharma (VOR)
  • Xencor (XNCR)
  • Y-mAbs Therapeutics, Inc. (YMAB)