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 […]
Today I break down Alzheimer’s disease and the latest Biogen Phase 2 trial results. *This is not investment advice*
Note: I meant to say that sub-1% factor activity is SEVERE hemophilia. Normal is from 50% to 150%. Today I talk again about Zogenix because I was wrong about Study 2 being priced in! Congrats to the ZGNX holders. I also talk about the new FDA guidelines on gene therapy for hemophilia and its implications […]
Be careful with highly anticipated events that are expecting positive data! Today, I talk about Zogenix and their expected Phase 3 results. They previously showed good data in their Phase 3 Study 1 trial but this time with patients taking Stiripentol. Try not to get caught playing events that are priced in like FDA approval […]
Trump announces plans to reduce drug prices for Americans. I explain why I don’t think it will. https://www.theatlantic.com/politics/archive/2018/05/big-pharma-gets-a-big-win-from-trump/560219/ 2018-Q1 earnings report from ADAMAS. http://ir.adamaspharma.com/news-releases/news-release-details/adamas-reports-first-quarter-2018-financial-results *None of this is financial advice. This is only opinion and not meant to be taken as suggestions for your own financial activities.*
-Celgene makes a strong bet on Prothena to develop antibodies against Tau, TDP-43 and a mystery protein No position today, but will update if there is one!
EDIT: This is my total position Hi Everyone, I’m changing the format to a podcast/youtube channel! Here, I go through why I still have faith in ADMS and the reasons why the price dropped the last couple weeks. FYI, this is not investment advice. I am not responsible for your decisions. Do your own […]
The San Diego based drug company, Adamas Pharmaceuticals, popped last week after Kerrisdale Capital Management announced they were long. I spent some time digging around to see if the claims Kerrisdale made were realistic and actually give ADMS a value of $100/share. Gocovri for Dyskinesia in Parkinson Disease Parkinson Disease (PD) affects about 7-10 million […]