Hey everybody, I hope you’ve all been enjoying the holidays. I talk about 3 things in this video: 1. The federal reserve and chairman Powell’s comments on their guidance and the economy. 2. DBVT pulling their BLA and my opinion on both them and AIMT. 3. CRISPR/Cas9 and the companies commercializing the tech. *This is […]
Category: Allergy
AnaptysBio Phase 2a data breakdown and Biotech portfolio reveal!
-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
AIMT shows positive Phase 3 data for Peanut Allergy!
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 […]
DBVT fails to achieve 95% lower bound confidence interval in PEPITES
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 […]
Going Nuts for Oral Immunotherapy – AIMT
Peanut allergy is reported to affect ~3 million Americans and there are approximately 210,000 emergency department visits attributed to food anaphylaxis in the USA per year (Sicherer SH, 2010, Clark S, 2013). Given that the only treatment for accidental ingestion of allergens is intramuscular epinephrine, companies have sought other ways to help patients with peanut […]
