083 – Cassava Sciences’ SURGES on Interim Open Label Data of Simufilam in Alzheimer’s Disease

Cassava Sciences is commercializing Simufilam for the treatment of Alzheimer’s Disease. They announced interim data from their open label study showing an improvement in ADAS-Cog11 and NPI, which led to a massive increase in the stock. In this video, I go over the data, how it compares to other trials and what’s next.

Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing

If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech
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Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

082 – 4D Molecular Therapeutics Hopes to Reshape Gene Therapy. Aurinia’s Lupkynis gets FDA Approval!

4D Molecular Therapeutics ($FDMT) has developed a new platform to create synthetic capsids that aim to improve gene therapy. They have candidates in Ophthalmology, Cardiology and Pulmonology that could rival existing technologies. In Ophthalmology, their R100 vector has shown minimal inflammation and neutralizing antibody generation in non human primates. Clinical data is expected in 2021, which could make or break the hype surrounding the company.

Aurinia Pharmaceuticals ($AUPH) received FDA approval for Lupkynis.

Rhythm Pharmaceuticals ($RYTM) announces an update in their basket of rare obesity diseases.

Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing

If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

081 – Oncternal Therapeutics Drives Complete Responders with First in Class ROR1 Antagonist

Oncternal Therpautics ($ONCT) is commercializing a monoclonal antibody to antagonist the ROR1, a receptor upregulated in cancer. The data presented to date shows a powerful effect in combination with Ibrutinib in Mantle Cell Lymphoma, an aggressive form of Non-Hodgkin Lymphoma. They are also conducting studies in CLL and Breast Cancer. The company is also looking at treating Ewing Sarcoma with their ETS inhibitor. They only have early data, to date, but so far it is positive and justified moving the molecule into other cancer areas such as prostate cancer.

In this video, I also touch on $KPTI and $RGNX/$CLSD.

Presentation slides: https://drive.google.com/drive/folders/1MENe3kFzFosR6-ALPoY9ovpXXcERH_j3?usp=sharing

If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

080 – Trillium Therapeutics vs. ALX Oncology? The CD47 Space Races to a Pivotal Trial

CD47 is the latest immuno-oncology target and multiple companies are commercializing molecules in blood and solid tumors. Two exciting companies in the space are Trillium Therapeutics and ALX Oncology. Both of them have molecules that target CD47 to stop the “don’t eat me” response from macrophages. However, each therapeutic has some interesting characteristics that will define its efficacy and safety profile. In this video, I contrast the companies and discuss the data to date.

If you want to help out the show (or join the discord), become a patron at: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech #tril

 

079 – ASH 2020 Updates ($TRIL $TGTX $ATNM $FATE $CRSP) and Anavex Parkinson’s Data Follow Up

The 62nd American Society of Hematology conference took place from December 5-8, 2020 where a number of companies presented compelling data updates. I give some background on Non-Hodgkin’s Lymphoma then discuss updates from Trillium Therapeutics ($TRIL), Tg Therapeutics ($TGTX), Actinium Pharmaceuticals ($ATNM), Fate Therapeutics ($FATE) and Crispr Therapeutics ($CRSP). To finish up the episode, I provide a follow up on a my discussion on Anavex ($AVXL) to discuss some peculiar points about the Parkinson’s Data release provided earlier in the year.

If you want to help out the show (or join the discord), take a look at my patreon: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

076 – Krystal Biotech’s NOVEL Gene Therapy for Rare Diseases | Interview with WX Capital

Krystal Biotech (#KRYS) is using a novel gene therapy platform to treat various rare diseases. Their primary indication is Dystrophic Epidermolysis Bullosa (DEB) with an upcoming Phase 3 readout in 2021. Michael McGuire from WX Capital and I discuss the bull case for rare disease indications, the epidemiology of DEB and what the company might price the drug at. We also talk price targets and timing, which more often than not, is the most important factor when making a trade.

Check out more from Michael McGuire from WX Capital at wx.capital

If you want to help out the show (or join the discord), take a look at my patreon: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech #wxcapital

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

074 – Hepion Tackles NASH in P2 with Cyclophilin Inhibitor | Interview with HEPA CEO Robert Foster

Hepion Pharmaceutical’s (#HEPA) CRV431 is a broad cyclophilin inhibitor that has shown preclinical efficacy to reduce fibrosis in NASH. HEPA is about to release data from their Multiple Ascending Trial P1 study, which will be followed by data from their Phase 2a study later this year/early 2021. In this interview, I discuss the company’s progress with Hepion CEO Robert Foster and where they might be headed in the future.

If you want to help out the show (or join the discord), take a look at my patreon: https://www.patreon.com/breakingbiotech

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

073 – Mirati to Rival Amgen in Solid Tumors! Regeneron Announces Positive COVID Antibody Data

Mirati’s KRAS G12C molecule MRTX849 has shown some efficacy in NSCLC, CRC and AC in a small patient population. At the end of Oct/2020, new data will come out that may rival Amgen’s AMG510.

Regeneron announced this week positive data in their Antibody Cocktail for the treatment of COVID-19. Patients that were seronegative had the most profound effect, likely due to the significant viral loads in these patients. In this video, I also touch on Exact Sciences and their update on liquid biopsy testing.

If you want to help out the show (or join the discord), take a look at my patreon: https://www.patreon.com/breakingbiotech

Thanks to all my supporters, including the blog: https://firststepoutofdarkness.workpress.com

Follow me on twitter @matthewlepoire

Send me an email matthewlepoire@gmail.com

http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

072 – Cyclerion’s Upcoming Sickle Cell/Neurologic Disease Data! New TRIL/SAVA/ETNB Positive Readouts

Cyclerion is switching gears from their failed trials in 2019 into Sickle Cell Disease and Neurologic Disease. By targeting soluble guanylate cyclase, they are able to promote cGMP and vasodilation. This has big potential for both indications, which we are expecting a readout in the next couple weeks. I also talk about updates from TRIL, SAVA, GILD/IMMU and ETNB.

If you want to help the show, you can donate here: https://tips.pinecast.com/jar/breaking-biotech

Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

071 – Evofem To Launch On-Demand Contraceptive. ODT Hits Primary Endpoint But Side Effects Worry

Evofem is preparing to launch their non-hormonal, on-demand female contraceptive, Phexxi. I talk about the company’s expectations on market penetration and what might be causing the difference with regards to valuation. Odonate’s Contessa trial showed an improvement in progression-free survival with their oral taxane therapy for breast cancer (Tesataxel), but the treatment also had significant side effects that might be a cause for concern. I also talk about the Complete Response Letters given to Gilead and Biomarin in the last few weeks.

If you want to help the show, you can donate here: https://tips.pinecast.com/jar/breaking-biotech

You can also open an account at Tastyworks using my referral code: https://start.tastyworks.com/#/login?referralCode=ZWQ77XG2PZ

Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 
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