Recent Posts

041 – Is REGENXBIO a buy after Zolgensma approval?

Today, I talk about REGENXBIO and their in-house gene therapy candidates. Their most important asset in early clinical trials is RGX-314, indicated for wet AMD (and hopefuily Diabetic Retinopathy). This gene therapy could replace blockbuster drugs that treat millions patients, but is it a buy today? Follow me @matthewlepoire http://www.breakingbiotech.com *this is not investment advice*

040 – Biogen faces another headwind with Zolgensma approval

Hi all, I’m back today talking about the approval of Avexis/Novartis’ gene therapy for spinal muscular atrophy, Zolgensma. I also talk about how I came to a conclusion about whether or not I should short Biogen. Follow me on twitter @matthewlepoire http://www.breakingbiotech.com *this is not investment advice*

038 – Democrats scare the healthcare sector plus Marker Therapeutics breakdown

Hey all, tonight I talk about the latest downswing in biotech/pharma and I breakdown Marker Therapeutics. This company has a novel platform to activate T cells for cancer treatment that significantly reduces side effects, which are common in CAR-T. I jumbled over explaining target optimization. Basically, the company is using the same antigen targets to […]