LongPTGXAug 2026
Protagonist Therapeutics, Inc.
Protagonist Therapeutics is an existing portfolio holding benefiting from progress in its drug pipeline. During August, the FDA approved a hepcidin mimetic associated with the…
Janus Henderson Capital Funds Plc - Global Life Sciences Fund
Global life-sciences equity strategy focused on innovative healthcare companies addressing significant unmet medical needs.$5.8B AUM3 published ideas
The fund invests at least 80% of its assets in life-sciences-oriented equities globally. The investment team focuses on innovative biotechnology, pharmaceutical, healthcare-services and medical-technology companies, using proprietary probability models, physician surveys and prescription models to assess clinical and commercial potential.
Ideas from Janus Henderson Capital Funds Plc - Global Life Sciences Fund
LongPRAXAug 2026
Praxis Precision Medicines, Inc.
Praxis contributed positively after favourable regulatory updates on two key pipeline programs. FDA mid-cycle reviews identified no major safety or efficacy concerns for…
LongARGXAug 2026
argenx SE
Argenx was a leading contributor during August following positive phase 3 results for Vyvgart in autoimmune myositis. The treatment significantly improved muscle strength and…
Letters covered
- Global Life Sciences Fund Monthly CommentaryAugust 31, 2026
Source PDFs are not republished here; only extracted ideas and quotes.