075 – Cyclerion SCRAPS Sickle Cell Disease to Focus on CNS! Hepion Interview Follow Up

Cyclerion effectively fails in their Phase 2 Sickle Cell Disease trial but shows mixed CNS data. I go through the positive aspects of the data and discuss the potential for the company (and my position). In the latter part of the video, I do a follow up to the Hepion interview I did with the […]

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 […]

026 – Global Blood Therapeutics’ Meager Approval Attempt

Sickle cell disease (SCD) is a genetic condition whereby mutated hemoglobin has a tendency to form polymers after unloading oxygen. These polymers cause red blood cells to form a ‘sickle’ shape and increases their likelihood of sticking to the blood vessel wall, causing vaso-occlusive crises (VOCs), stroke, or other serious problems. VOCs are painful episodes […]