Recent Posts

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. […]

052 – BATTLING for the Top Anti-VEGF Eye Therapy

UPDATE 11/29/2019: Check out this image from Clearside’s investor presentation about the different ‘back of eye’ delivery methods Happy Thanksgiving! In this video, I talk about all things related to eye diseases caused by over-proliferating endothelial cells. These diseases are currently treated by monthly intravitreal injections but there are new therapies in clinical trials that […]

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 […]

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 […]

053 – Amarin Raises Guidance on Vascepa Label Expansion. ASH Updates Impress!

Amarin finally receives label expansion for Vascepa, which can now be marketed to patients with Triglyceride levels of greater or equal to 150mg/dl and existing Cardiovascular Disease or Diabetes Mellitus plus two other risk factors for CVD. In this video, I go through what I think is the potential market for this drug and the […]

048 – Advisory Committee votes YES on Aimmune’s Palforzia

In this video, I discuss the details of the advisory committee that recently occurred regarding Aimmune Therapeutics’ peanut allergy treatment, Palforzia (formerly AR101). The committee voted in support of approval and should pave the way for a positive PDUFA decision. this is not investment advice http://www.breakingbiotech.com

046 – FDA Announces Last Minute Advisory Committee For Amarin’s Vascepa

Hey everyone! In this video, I discuss the relationship history between Amarin and the FDA regarding their EPA medication (Vascepa) for the lowering of triglycerides. I believe the difficulty #AMRN has had with the FDA in the past has made the market concerned about Vascepa’s future given recent announcement of an advisory committee meeting for […]