Recent Posts

073 – Mirati to Rival Amgen in Solid Tumors! Regeneron Announces Positive COVID Antibody Data

Mirati’s KRAS G12C molecule MRTX849 has shown some efficacy in NSCLC, CRC and AC in a small patient population. At the end of Oct/2020, new data will come out that may rival Amgen’s AMG510. Regeneron announced this week positive data in their Antibody Cocktail for the treatment of COVID-19. Patients that were seronegative had the […]

071 – Evofem To Launch On-Demand Contraceptive. ODT Hits Primary Endpoint But Side Effects Worry

Evofem is preparing to launch their non-hormonal, on-demand female contraceptive, Phexxi. I talk about the company’s expectations on market penetration and what might be causing the difference with regards to valuation. Odonate’s Contessa trial showed an improvement in progression-free survival with their oral taxane therapy for breast cancer (Tesataxel), but the treatment also had significant […]

069 – AstraZeneca Rivals Moderna in Race to Successful SARS-CoV-2 Vaccine with ChAdOx1 nCov-19!

AstraZeneca (#AZN) publishes their Phase 1/2 data of their SARS-CoV-2 vaccine candidate ChAdOx1 nCov-19. I go through the side effects, humoral efficacy and cellular response and contrast the results to Moderna’s (#MRNA) candidate, MRNA-1273. I also talk about a few other biotech companies, notably: $TRIL, $VKTX and $BLUE. If you want to help the show, […]

068 – Biotech Round Up (RGNX, ODT, AXGT, CBIO) and Moderna Phase 1 Interim Publication

In this episode I go through a few different biotech companies that I have touched on in the past (some which I have current positions). I close out the episode talking about Moderna and the publication of the interim data from their Phase 1 study for MRNA-1273, a vaccine for Sars-CoV 2. If you want […]

063 – Biotech Updates (Including NASH follow up) STML TGTX SAVA SRNE TRIL MRKR GNFT CBAY

Hey everybody! In this video, I catch up on a variety of biotech companies. Timestamps for the respective company are below:STML 2:44TGTX 4:29SAVA 6:27SRNE 11:27TRIL/MRKR 15:15GNFT/CBAY 20:55 If you want to help the show, you can donate here: https://tips.pinecast.com/jar/breaking-biotechYou can also open an account at Tastyworks using my referral code here: https://start.tastyworks.com/#/login?referralCode=ZWQ77XG2PZ Follow me on […]

062 – Treatments from Gilead and Regeneron Move Forward in Battle Against COVID-19!

Gilead’s (#GILD) Remdesivir shows mixed results in 4 separate studies looking at treating COVID-19. The NIAID study has the most promise with a slight benefit in survival and significant benefit in time to recovery. Regeneron’s (#REGN) Kevzara on the other hand, has now been limited to “critical” COVID-19 patients and we should see a phase […]

060 – Amarin Loses Vascepa Exclusivity in USA. Athersys Pivots to COVID-19.

The District Court of Nevada rules that Amarin’s Vascepa patents are invalid, but an appeal has already been filed! Axsome therapeutics fails their Phase 3 trial in treatment-resistant depression, but plans on moving forward with another trial. Finally, I talk about Athersys and their Multistem Cell Therapy for Acute Respiratory Distress Syndrome after receiving a […]

057 – Updating on TRVN, MRKR, BIIB and Institutional Buys

Hey everybody, in this episode I give updates on Trevena, Marker Therapeutics, and Biogen. I also touch on recent Alzheimer’s failures by Lilly and Roche. I wrap up the episode talking about some of the 13G filings from various hedge funds/advisors and what it could mean for our favorite biotechs. Unfortunately, the video did not […]

056 – Major Depressive Disorder Sees Major Interest from Biotechs

Major Depressive Disorder (MDD) is a debilitating neurological disorder that affects 17.3 million adults in the USA. Many of the medications currently approved have a number of side effects and limited efficacy that has opened opportunity for new drugs to enter the scene. Axsome Therapeutics (#AXSM) and Sage Therapeutics (#SAGE) are two companies with recent […]

055 – Cassava Sciences’ NOVEL mechanism for Alzheimer’s

Cassava Sciences is a neuroscience company with a focus on Alzheimer’s disease. Their lead compound, PTI-125, is able to bind to a scaffold protein that is critical in mediating the hyperphosphorylation of Tau by Aβ. The hope is that treatment of PTI-125 will reduce Tau hyperphosphorylation and prevent the negative effects associated with Alzheimer’s disease. […]