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Click on the links to go to current and historic summaries of analyst conferences. These are my personal notes for my "database" of facts and opinions about stocks. I hold positions (own stock) in many of these companies, which change from time to time. I do not necessarily post notes on every conference. You can also search OpenIcon.
As my interest shifts the companies I cover shift. The first table is of companies I cover currently. The second table is of companies I created summaries for at some point in the past. You can also find my old articles at Seeking Alpha. In April 2025 I added Recursion.
| Ticker Symbol | Company & link to summaries | Next or Last Analyst Conference |
| AGEN | Agenus | August 11, 2025, press release only |
| AGIO | Agios | October 30, 2025, @ 5:00 AM Pacific Time |
| ALLO | Allogene Thereapeutics | August 13, 2025 @ 2:00 PM Pacific Time |
| ALNY | Alnylam | October 30, 2025 @ 5:30 AM Pacific Time |
| AMAT | Applied Materials | August 14, 2025 @ 1:30 PM Pacific Time |
| AMGN | Amgen | November 4, 2025 @ 1:30 PM Pacific Time |
| APRE | Aprea Therapeutics | August 12, 2025, press release only |
| ARWR | Arrowhead Pharmaceuticals | August 7, 2025 @ 1:30 PM Pacific Time |
| RNA | Avidity Biosciences | August 7, 2025 (press release only) |
| BIIB | Biogen | October 30, 2025 @ 5:30 AM Pacific Time |
| BMY | Bristol-Myers Squibb | October 30, 2025 @ 5:00 AM Pacific Time |
| BOLD | Boundless Bio | August 5, 2025 press release only |
| CCCC | C4 Therapeutics | August 7, 2025 press release only |
| CLDX | Celldex Therapeutics | August 7, 2025 press release only |
| CDTX | Cidara Therapeutics | November 6, 2025 @ 2:00 PM Pacific Time |
| CBIO | Crescent Biopharma | July 31, 2025 press release only |
| FATE | Fate Therapeutics | August 12, 2025 press release only |
| GILD | Gilead Sciences | October 30, 2025 @ 1:30 PM Pacific Time |
| ILMN | Illumina | October 30, 2025 @ 1:30 PM Pacific Time |
| INCY | Incyte | October 28, 2025 @ 5:00 AM Pacific Time |
| INKT | Mink Therapeutics | August 14, 2025 @ 5:30 AM Pacific Time |
| INO | Inovio Pharmaceuticals | August 12, 2025 @ 1:30 PM Pacific Time |
| IONS | Ionis Pharmaceuticals | October 29, 2025 @ 8:30 AM Pacific Time |
| LGND | Ligand Pharmaceuticals | August 7, 2025 @ 5:30 AM Pacific Time |
| MCHP | Microchip Technology | August 7, 2025 @ 2:00 PM Pacific Time |
| MRNA | Moderna | November 6, 2025 @ 5:00 AM Pacific Time |
| PASG | Passage Bio | August 12, 2025 press release only |
| REGN | Regeneron Pharmaceuticals | October 28, 2025 @ 5:30 AM Pacific Time |
| RXRX | Recursion | August 5, 2025 @ 5:00 AM Pacific Time |
| SANA | Sana Biotechnology | August 11, 2025 press release only |
| SUPN | Supernus Pharmaceuticals | November 4, 2025 @ 1:30 PM Pacific Time |
| VSTM | Verastem | August 7, 2025 @ 1:30 PM Pacific Time |
| VRTX | Vertex Pharmaceuticals | November 3, 2025 @ 1:30 PM Pacific Time |
Companies formerly covered |
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| Ticker Symbol - link to summaries | Company | dates of conferences summarized (first to last) |
| XLRN | Acceleron Pharma | acquired by MRK |
| ADBE | Adobe Systems | 2006 to 2013 |
| ADEP | Adept Technology | August 31, 2015 @ 2:00 PM Pacific Time |
| AKAM | Akamai | February 10, 2015 @ 1:30 PM Pacific Time |
| ALTR | Altera | bought by Intel |
| ALXN | Alexion | acquired by AstraZeneca |
| AMD | Advanced Micro Devices | October 24, 2017 @ 2:00 PM Pacific Time |
| ANSV | Anesiva | 08/09/2006 to 08/07/2008 |
| ATML | Atmel Corporation | 04/2006 to 08/01/2007 Bought by MCHP |
| BIND | Bind Therapeutics | May 2015 to July 2016 |
| BLRX | BioLineRx | May 27, 2025; sold mine |
| BMRN | Biomarin | stopped covering after Q4 2018 |
| BIVV | Bioverativ | acquired by Sanofi |
| BLUE | Bluebird Bio | to be acquired |
| CELG | Celgene | Acquired by BMY |
| CLSN | Celsion | August 11, 2021 @ 8:00 AM Pacific Time |
| CSCO | Cisco Systems | 11/08/2006 to 05/11/2011 |
| CMN | Cantel Medical | September 29, 2015 @ 8:00 AM P. T. |
| DNDN | Dendreon | 2005 to 2014 |
| DRNA | Dicerna | acquired by Novo Nordisk |
| EPZM | Epizyme | acquired by Ipsen |
| GLYC | GlycoMimetics | acquired by Crescent Biopharma |
| GOOG | 1/31/2007 to 4/17/2008 | |
| HNSN | Hansen Medical | acquired |
| HILL | Dot Hill | acquired by Seagate |
| IMGN | ImmunoGen | Acquired by AbbVie |
| INTC | Intel | October 26, 2017 @ 2:00 PM Pacific Time |
| ISRG | Intuitive Surgical | ceased covering Jan. 2022 |
| JUNO | Juno Therapeutics | acquired by Celgene |
| MACK | Merrimack Pharmaceuticals | May 8, 2018 @ 5:30 AM Pacific Time |
| MDVN | Medivation | acquired by Pfizer |
| MRVL | Marvell Technology Group | 2006 to 2015 |
| MSFT | Microsoft Corporation | 4/27/2006 to 4/23/2009 |
| MXIM | Maxim Integrated Products | 4/26/2006 to 10/29/2009 |
| MYL | Mylan, Inc. | July 29, 2019 @ 5:30 AM Pacific Time |
| NVDA | Nvidia Corporation | November 9, 2017 |
| ONXX | ONYX Pharmaceuticals | 2006 to 2013. Bought by AMGN |
| OCAT | Ocata Therapeutics | 2014 to 2015. Bought by Astellas |
| OPXA | Opexa Therapeutics | August 11, 2016 @ 1:30 PM Pacific Time |
| PLX | Protalix BioTherapeutics | May 9, 2025 @ 5:30 AM Pacific Time |
| RETA | Reata Pharmaceuticals | Biogen is buying, Q4 2023 |
| RHT | Red Hat | 12/2007 to 06/2014 |
| SAGE | Sage Therapeutics | Acquired by Supernus on 8/1/2025 |
| STX | Seagate Technology | July 31, 2015 @ 6:00 AM Pacific Time |
| SGEN | Seagen (was Seattle Genetics) | acquired by Pfizer |
| SYRS | Syros Pharmaceuticals | October 31, 2024 @ 5:30 AM Pacific Time |
| TSVT | 2seventy bio | to be acquired by Bristol-Myers |
| TTMI | TTM Technologies | 2005 to February 2015 |
| TTPH | Tetraphase Pharmaceuticals | March 12, 2020; press release only |
| TXN | Texas Instruments | 01/22/2007 to 01/22/2008 |
| VBLT | Vascular Biogenics | November 2022 stopped covering |
| WBA | Walgreens Boots Alliance | to be bought by Sycamore Partners |
| XLNX | Xilinx | 2008 to 2021. Bought by AMD |