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 […]

061 – Gilead’s Remdesivir Efficacy Still Uncertain! Is Stemline Therapeutics a Buy?

In this video, I talk about the New England Journal of Medicine study published by Gilead (#GILD) on the compassionate use of Remdesivir for COVID-19. I also touch on the Statnews article about the leaked information regarding their upcoming Phase 3 trials. Finally, I talk about a great buying opportunity in the company Stemline Therapeutics […]

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 […]

059 – Moderna Initiates Phase 1 Trial as COVID-19 Spreads to the West

COVID-19 cases dramatically increase in the West, but multiple companies start focusing towards treatments and vaccines. Gilead’s (GILD) Remdesivir is a candidate anti-viral for the treatment of COVID-19 that will have readouts in early April-2020 for their Phase 3 trials. On the vaccine side, Moderna (MRNA) has initiated a Phase 1 trial with their mRNA-1273 […]

058 – COVID-19 Escalates but Biotech Bright Spot in Trillium Therapeutics

The COVID-19 story escalates with worldwide cases hitting 100,000. In this episode of #BreakingBiotech, I talk about the concerns of the virus spreading unknowingly in the USA since the CDC has largely failed to provide the necessary resources. I also go into details about latest earnings report from Biogen (#BIIB) and breakdown an emerging immuno-oncology […]

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 […]