Recent Posts

AnaptysBio Phase 2a data breakdown and Biotech portfolio reveal!

-AnaptysBio shows positive phase 2a data from their peanut allergy study with ANB020 https://ir.anaptysbio.com/news-releases/news-release-details/anaptysbio-announces-positive-top-line-proof-concept-data-anb020 -Check out the PRACTALL guidelines for Oral Food Challenges https://www.siaip.it/upload/Standardizing_DBPCFC_PRACTALL_2012.pdf -I’m not taking a position because with such a small sample size, and convoluted inclusion criteria, I need to see more data

Intercept Pharma’s Rocky Attempt at a NASH Drug

Non-viral liver disease is affecting western nations at an unprecedented rate. Much of this is attributable to poor diet, but given that lifestyle intervention doesn’t really fix the problem, there is a gigantic market opportunity. Non-alcoholic steato-hepatitis (NASH) affects ~5% of the population and the market in 2016 is estimated at around $800 million (Cassidy […]

Reformulating Old Drugs for Commercial Success – Adamas Pharmaceuticals

The San Diego based drug company, Adamas Pharmaceuticals, popped last week after Kerrisdale Capital Management announced they were long. I spent some time digging around to see if the claims Kerrisdale made were realistic and actually give ADMS a value of $100/share. Gocovri for Dyskinesia in Parkinson Disease Parkinson Disease (PD) affects about 7-10 million […]