Recent Posts

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. […]

054 – Exact Sciences’ Cologuard NEEDS Greater Adoption to Justify Valuation

Exact Sciences is a diagnostic company offering non-invasive colorectal cancer screening with their flagship product, Cologuard. Today, the company’s valuation stands at around $14B and they will need to be aggressive in increasing the product’s market share in order to justify this valuation. Recently, they acquired Genomic Health, which will provide them with other sources […]