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 […]

032 – GILD Fails Phase 3 in NASH!

On this episode, I talk about results from the Gilead Phase 3 NASH trial that announced no improvement in patients treated with Selonsertib (ASK1 inhibitor). I also talk about the DBVT BLA resubmission and a hot hot Q319 trading idea on CBIO. Relevant links: https://www.gilead.com/news-and-press/press-room/press-releases https://www.dbv-technologies.com/investor-relations/press-releases/ http://ir.catalystbiosciences.com/news-releases *this is not investment advice, only my opinion […]