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 […]
In this video, I go through Sangamo’s updated data with their Hemophilia A and Beta-Thalassemia treatments. I also talk about Viking Therapeutics’ VK5211, a potent selective androgen receptor modulator. Follow me @matthewlepoire *This is not investment advice* http://www.breakingbiotech.com #breakingbiotech #SGMO #VKTX
In this episode, I talk about the latest news in the biotech sector with details on my DCF model for Amarin and their fish oil pill, vascepa. I also talk about the limb-girdle data from Sarepta. Hit the like and subscribe button! *this is not investment advice* http://www.breakingbiotech.com
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 […]
Lots has happened since my last video! Today I talk about the updates from ASH 2018, with a focus on BLUE and GBT. I also talk about FATE, MRNA, and the companies making bispecifics. This is not investment advice, but for information only.
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 […]
Gene therapy and car-t are leading the way in new potential treatments of blood disorders. I breakdown how these techniques work and which companies are using the technology. Follow me @matthewlepoire *This is not trading advice*