Today, I talk about Sangamo’s updated data from their talks at the WORLDSymposium. We saw updates on their MPSI and MPSII programs that the market responded to with big selling. I refer to their pre-clinical data and see how it compares to the updated human data. I finish up by giving my predictions and what […]
Category: Uncategorized
030 – JP Morgan and Q1-19 Expectations!
Hey everybody! I’m back with a new video talking about news in January from my favorite biotech companies. There was a lot of interesting things from the JP Morgan Healthcare conference and there is a lot of anticipation for data coming out in Q1-2019. Here, I blast through some updates on $BMY $ESPR $SGMO $AMRN […]
029 – Powell ruins the market. DBVT pulls BLA!
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 […]
027 – Amarin Sells Off Amid Positive Vascepa Data
Amarin recently published data from their REDUCE-IT cardiovascular outcomes trial. Their EPA medicine, Vascepa, showed a 25% relative risk reduction compared to placebo. EPA is an omega-3 fatty acid that previously showed a 19% relative risk reduction in cardiovascular outcomes in a Japanese study (JELIS, 2007). Amarin saw a hazard ratio of 0.75 in their […]
025 – Biogen & Adamas Disappoint but Esperion Thrives
Today, I go through the subgroup analyses of BAN2401 from Biogen/Eisai, the latest Esperion p3 data and the disappointing results from Adamas’ Q3 results. This is not investment advice, but only for information purposes. Follow me @matthewlepoire http://www.breakingbiotech.com
Sarepta Declines on Good Micro-Dystrophin Data
Sarepta took a hit from their latest Micro-Dystrophin gene therapy trial update despite showing robust expression in all 4 patients, confirmed by protein analyses and behavioral improvements. In this video, I go through the details of muscular dystrophy, the current treatment options and how this new therapy could significantly improve patients outcomes. I have not […]
Amarin’s Vascepa Success
-Amarin’s EPA medicine called Vascepa recently showed a 25% relative risk reduction in newly announced data from a CardioVascular Outcomes Trial. -Today I breakdown the results and talk about how it compares to other CVOT data and whether Amarin is likely to rival companies with a LDL-c lowering drug pipelines. Relevant links: http://investor.amarincorp.com/node/15741/pdf http://investor.amarincorp.com/system/files-encrypted/nasdaq_kms/assets/2018/09/27/10-23-58/AMRN%20Investor%20Deck%20Sept%20Post%20R-IT%20v3.pdf https://www.ncbi.nlm.nih.gov/pubmed/29935936 […]
Q2 Earnings Release – Update on AIMT ADMS MDGL ONCE
Today I go through various Q2 earnings reports and see where each company stands relative to its value. I spend most of my time talking about the drop in ONCE and whether or not it is an overreaction. *This is not investment advice*
Gene therapy/CAR-T breakdown. Bluebird falls on GBT news
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*
Novartis buys Avexis!
-Novartis buys gene therapy company, Avexis for $8.7 billion http://investors.avexis.com/phoenix.zhtml?c=254285&p=irol-newsArticle&ID=2341482 -Spark is another gene therapy company I like, involved in hemophilia and eye-related blindness diseases http://sparktx.com/ Follow me on twitter @matthewlepoire
