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 […]

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 […]

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 […]

050 – Acasti Pharma’s Novel Omega-3 Formulation Steps Up!

Hey everybody, we made it to #50! In this episode, I chat with Nathan Weinstein from Aegis Capital about Acasti Pharma. We discuss the omega-3 space and Acasti’s EPA/DHA formulation called CaPre. Acasti is seeking the approval of CaPre for the indication of severe hypertriglyceridemia and has two pivotal catalysts at the end of 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