104 – Biotech Bear Market Offers SIGNIFICANT Opportunity in Oncology – CRIS! Longeveron Rises on ODD

Curis is an oncology company trying to develop an inhibitor of IRAK-4. They have shown positive results in AML/MDS in spliceosome/FLT3 mutation patients as well as their non-target group. This will hopefully allow them to get accelerated approval with the FDA but they still have some hurdles to overcome.

Longeveron is a cell therapy company looking to develop their Medicinal Signaling Cell therapy, Lomacel-B, in aging patients. They are focusing on Alzheimer’s Disease, Aging Frailty as well as Hypoplastic Left Heart Syndrome, but there’s something off that makes me question the therapy’s potential.

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Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

103 – CD47 Companies FALL on New Data! Biogen Negativity Continues with Looming NCD Decision

Two CD47 targeting companies announced data updates from their clinical programs: Shattuk Labs and ALX Oncology. Both have suffered major stock price declines and in this episode, I go through the updates and discuss the potential of their molecules moving forward.

Biogen cannot catch a break with the latest news continuing to contribute to new stock price lows. However, Medicare is close to announcing their National Coverage Determination (NCD) decision on Aduhelm, which will be a big mover for the stock.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

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Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

102 – Arvinas’ PIONEERING PROTAC Tech to Enhance Cancer Outcomes | Interview with CEO John Houston

Arvinas’ PROTAC technology has led to two exciting molecules that are in the clinic for the treatment of breast cancer and prostate cancer. The company has spent years optimizing their protein degraders to achieve specific and effective protein degradation. ARV-471 targets the Estrogen Receptor for degradation and is in clinical trials for patients with HR+/HER2- breast cancer. The early efficacy and safety data bode very well for the company and an upcoming update will be provided in December 2021.

The company’s Androgen Receptor targeting asset (ARV-110) has also shown exciting early data and they plan to nominate a number of additional assets for IND submission. In this video, I discuss the excitement around Arvinas and their technology with the CEO of the company, John Houston.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

101 – MAJOR wet AMD/DR SCS Updates from REGENXBIO and CLSD! FDMT XLRP data arrives

REGENXBIO ($RGNX) presents data using the Clearside Bio ($CLSD) SCS injector to treat wet AMD and diabetic retinopathy patients with RGX-314. Since existing treatments are on the market for these indications, it is very important that safety signals in these studies are reduced to a minimum. It is also critical that efficacy remains non-inferior to Eylea or Lucentis. In this video, I go through both readouts and discuss the potential for the therapy moving forward.

4D Molecular Therapeutics ($FDMT) announces positive early interim data in their intravitreal treatment of 4D-125 in patients with X-linked Retinitis Pigmentosa. With only a small patient population to analyze, it is difficult to derive much conclusion, but so far the efficacy and safety is hopeful. Patients advanced in their disease and also had an extensive prophylactic regimen, making it difficult to assess the treatment’s success. In this video, I go through the details of the space and talk about what’s next for FDMT.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

100 – Absci Leverages AI to Become the GOOGLE of Drug Discovery! Interview with CEO Sean McClain

Absci is a synthetic biology company focused on developing better, faster paths to new medicines. Starting with their bioengineered E. Coli strain named SoluPro, Absci is able to manufacture complex biologics in a prokaryotic system, something that had never been done before. More recently, they have made acquisitions that have added on drug discovery and AI capabilities to the platform to create an end-to-end solution that can help Pharma streamline their preclinical and clinical programs. In this video, I interview Sean McClain, Founder and CEO of Absci, to talk about all the exciting things happening with the company.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

099 – Abbvie Announces MASSIVE Interest in REGENXBIO’s RGX-314! Readout coming next week

REGENXBIO and Abbvie announce a collaboration to co-develop RGX-314 for the treatment of wet AMD, diabetic retinopathy and other chronic retinal diseases. This massive announcement puts a lot of resources behind the commercialization efforts of RGX-314 in anticipation of an eventual approval. In the short-term, $RGNX benefits from a large upfront payment as well as upcoming milestone payments. $RGNX/$CLSD are about to announce Cohort 1 data from their SCS wet AMD trial, which if positive, will be very bullish for the company. I talk about what I’m looking forward to here.

As we approach Q4, a number of interesting oncology companies are set to provide updates in their clinical programs. Companies I have my eye on are: $ONCT, $CRIS, $BTAI and $PDSB and in this video, I discuss where they are in their programs and how I feel about them as potential investments.

$RGNX/$CLSD/$ABBV – 1:05

$APLS – 7:30

$ONCT – 15:20

$CRIS – 21:28

$BTAI – 26:00

$PDSB – 32:29

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

098 – CD47 Companies RETURN with Trillium Acquisition! Cassava Sciences DROPS on Accusations

Trillium Therapeutics is acquired by Pfizer for $2.26B! Finally, the small-mid cap biotech sectors sees good news with M&A activity that rippled through the sector. In this video, I talk about a few other companies that have CD47 assets that should see tailwinds from the TRIL acquisition.

I also talk about the recent controversy surrounding Cassava Sciences and the citizen’s petition filing with the FDA. A package was provided to the FDA alleging misconduct and requesting a halt on further clinical development of Simufilam. I discuss how we got here and what’s next in the saga.

The other companies mentioned in this video are $ALXO $STTK $TGTX $CRTX $CYCN $YMTX $ALEC $ANVS $AVXL $APLS

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

097 – Tg Therapeutics Q2-2021 Earnings Update | Interview with Michael Weiss – CEO of $TGTX

Tg Therapeutics is a B-cell focused company that recently provided a Q2-2021 update of their commercial and clinical programs. In this episode, I talk with the CEO of the company, Michael Weiss, about some of the news they shared and what we can look forward to from the company.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

096 – Q2-2021 Biotech Earnings – Commercial-Stage Biotech Suffers!

As Q2-2021 earnings season comes to a close, I decided to do a recap on multiple biotech companies I’m interested in, providing updates from each one’s Q2 report. Commercial-stage biotech continues to be a risky place to invest, but there are some bright spots we can look towards that I’ll share in this episode.

Here is the breakdown:

$BIIB – 00:45 $BCEL – 8:36 $AUPH – 15:57 $TGTX – 18:50 $KPTI – 24:00 $CRIS – 26:52 $BTAI – 30:20 $RGNX – 32:50 $MDGL – 36:39 $VKTX – 39:30 $SAVA – 41:18 $FDMT – 46:00 $SELB – 47:40

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

095 – Smid Cap Biotechs Take on Geographic Atrophy (Dry AMD) with MAJOR Readout This Fall

Geographic Atrophy is a progressive disease that leads to degeneration of the macula of the eye. Many companies have tried to develop therapies given the large market opportunity, but have been met with failure. This has not stopped new arrivals from trying their hand at improving patient outcomes, and many have upcoming readouts in the next year. In this episode, I focus on the following companies: IONS, APLS, GMTX and CBIO. The major readout among them is that of APLS, happening in September and if successful, might bring new life into the sector. I also touch on updates from BIIB, ALXO and HEPA.

I also touch on updates from BIIB, ALXO and HEPA.

Help out the show (or join the discord) by becoming a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 
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