Today I go through TNDM and their business model to see if they truly deserve the crazy run up we’ve seen the last few days. Relevant links: https://www.tandemdiabetes.com/ https://www.medtronicdiabetes.com/products/minimed-670g-insulin-pump-system *This is not trading advice*
Trump announces plans to reduce drug prices for Americans. I explain why I don’t think it will. https://www.theatlantic.com/politics/archive/2018/05/big-pharma-gets-a-big-win-from-trump/560219/ 2018-Q1 earnings report from ADAMAS. http://ir.adamaspharma.com/news-releases/news-release-details/adamas-reports-first-quarter-2018-financial-results *None of this is financial advice. This is only opinion and not meant to be taken as suggestions for your own financial activities.*
-Novartis buys gene therapy company, Avexis for $8.7 billion http://investors.avexis.com/phoenix.zhtml?c=254285&p=irol-newsArticle&ID=2341482 -Spark is another gene therapy company I like, involved in hemophilia and eye-related blindness diseases http://sparktx.com/ Follow me on twitter @matthewlepoire
-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
-Celgene makes a strong bet on Prothena to develop antibodies against Tau, TDP-43 and a mystery protein No position today, but will update if there is one!
Hey all, Today I give an update on MDGL and ADMS that have shown some weakness. I also go into details on the AIMT phase 3 trial PALISADE, which I was confident would succeed. Here is my AIMT position: NOTE: This is not investment advice. This is only my opinion and you should do your […]
Today I share my thoughts on MDGL’s positive Phase 2 data in HeFH. My position is below: Let me know what you think of MDGL and whether or not you’re taking a position. This is not investment advice, trade at your own will.
EDIT: This is my total position Hi Everyone, I’m changing the format to a podcast/youtube channel! Here, I go through why I still have faith in ADMS and the reasons why the price dropped the last couple weeks. FYI, this is not investment advice. I am not responsible for your decisions. Do your own […]
The pathophysiology of NASH involves a number of co-morbidities such as: Obesity Metabolic syndrome Type 2 diabetes Cardiovascular and microvascular dysfunction Therefore, any ideal drug candidate will, at worst, not aggravate these diseases, and at best, eliminate them along with NASH. In my last post, I ruled out ICPT as a good buy because their […]
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 […]
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 […]
Good news and bad news. The bad: DBVT failed to achieve their primary endpoint. They saw a 21.7% improved response rate with a p-value < 0.00001 but their 95% confidence interval (CI) was 12.4%-29.8%. They needed to reach 15% on the lower bound of the confidence interval, and they were just below that. CIs provide […]