IC Memo Generator
IC Memos
AI-generated investment committee memos with analyst oversight
Argenx SE (ARGX) - Investment Update
Dec 8, 2024 • AI + Analyst Review
Vyvgart CIDP data exceeds expectations. Recommend increasing position by 2%.
BuyAutoimmunePhase 3
Revolution Medicines (RVMD) - Risk Assessment
Dec 5, 2024 • AI Generated
Trial delay detected. Evaluating impact on thesis. Maintain position pending enrollment update.
HoldOncologyDelay Risk
Moderna (MRNA) - Quarterly Review
Dec 1, 2024 • AI + Analyst Review
Insider selling pattern warrants attention. RSV and flu pipeline on track.
MonitormRNAInsider Activity
Ionis Pharmaceuticals (IONS) - Catalyst Preview
Nov 28, 2024 • AI + Analyst Review
FDA AdCom for Donidalorsen scheduled. High probability of approval.
BuyRNA TherapeuticsFDA Catalyst