The rebound we mentioned in last month’s article continued in May, with the S&P 500 near the YTD highs. Are there any compelling investment ideas out there that may have flown under your radar?
Below is a list of May Buy recommendations made by analysts who had no other bullish recommendations over the past 3 months.
For your directory assistance, we’ve classified the opportunities by sector.
Healthcare
Alpha Cognition (ACOG) – Longtime analyst Anders Research says it is a relatively unknown pharmaceutical company that just launched its first commercial product, and appears poised to capitalize on a large and underserved ~7 million-patient Alzheimer’s market. – Alpha Cognition: Launching A Differentiated Drug Into A Large Alzheimer’s Market Opportunity
Eledon Pharmaceuticals (ELDN) – Longtime analyst Daron Evans says its lead candidate shows promise in improving kidney function post-transplant, potentially becoming the new standard-of-care, and the upcoming Phase 2 study data in Q4 2025 is a critical milestone, with potential for transformative value. – Eledon: A Company With Good Early Data In Kidney Transplant Rejection And A Full Balance Sheet
uniQure (QURE) – Longtime analyst C. C. Abbott highlights a potential catalyst as its lead program for Huntington’s Disease (which currently has no cure or disease-modifying treatment) is planning to file an application via the accelerated approval pathway, while the HD treatment space is estimated to reach $1.4B by 2034. – uniQure: A Buy For Their Lead In Huntington’s Program, In Light Of PTC’s Data (Editor’s note: Shares have rallied since the article was published)
Senseonics (SENS) – Longtime analyst Federico Cuneo says the risk/reward ratio seems skewed favorably, and the stock has the potential to be a multibagger investment, as it recently introduced a 365-day Continuous Glucose Monitoring system, aiming to disrupt a market dominated by short-term CGMs from DexCom, Abbott Laboratories, and Medtronic. –
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