The COVID-19 story escalates with worldwide cases hitting 100,000. In this episode of #BreakingBiotech, I talk about the concerns of the virus spreading unknowingly in the USA since the CDC has largely failed to provide the necessary resources. I also go into details about latest earnings report from Biogen (#BIIB) and breakdown an emerging immuno-oncology […]
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057 – Updating on TRVN, MRKR, BIIB and Institutional Buys
Hey everybody, in this episode I give updates on Trevena, Marker Therapeutics, and Biogen. I also touch on recent Alzheimer’s failures by Lilly and Roche. I wrap up the episode talking about some of the 13G filings from various hedge funds/advisors and what it could mean for our favorite biotechs. Unfortunately, the video did not […]
051 – Amarin Receives UNANIMOUS Recommendation from Advisory Committee
I’m back! Here are the companies I touch on in this video: Sarepta: 2:30Trevena: 4:08Viking: 5:40Regenxbio: 7:47Biogen: 12:35Amarin: 17:38 all of this is only opinion and nothing I have said should be taken as investment advice http://www.breakingbiotech.com
049 – Is Odonate’s Hype Overblown?
Today, I talk breast cancer and how Odonate’s oral Taxane (Tesataxel) could garner the attention of doctor’s looking to alleviate the burden of IV chemotherapy infusion in their patients. I discuss the latest macro news, biotech news, and compare previous Taxane revenue to see if my model is reasonable. This is not investment advice, but […]
048 – Advisory Committee votes YES on Aimmune’s Palforzia
In this video, I discuss the details of the advisory committee that recently occurred regarding Aimmune Therapeutics’ peanut allergy treatment, Palforzia (formerly AR101). The committee voted in support of approval and should pave the way for a positive PDUFA decision. this is not investment advice http://www.breakingbiotech.com
047 – Sarepta Receives CRL for Golodirsen! IOVA impresses in solid tumors.
In this video, I talk about Sarepta and their issues regarding the CRL received for Golodirsen. I also take a close look at Iovance Biotherapeutics and their tumor infiltrating lymphocyte cell therapy for cancer treatment. this is not investment advice http://www.breakingbiotech.com
046 – FDA Announces Last Minute Advisory Committee For Amarin’s Vascepa
Hey everyone! In this video, I discuss the relationship history between Amarin and the FDA regarding their EPA medication (Vascepa) for the lowering of triglycerides. I believe the difficulty #AMRN has had with the FDA in the past has made the market concerned about Vascepa’s future given recent announcement of an advisory committee meeting for […]
045 – Gilead PrEP Revenue in JEOPARDY!
Hey everybody, today I talk about the upcoming advisory committee meeting, which will lead to a recommendation (or not) for the approval of Descovy for pre-exposure prophylaxis (PrEP) in high-risk individuals. I also go through the latest ICER reports on AIMT and AMRN. I mention a short-term trade idea but remember to do your own […]
044 – Marker Therapeutics DISAPPOINTS in pancreatic cancer
Hi all, today I talk about the #MRKR interim update of their MultiTAA treatment in pancreatic cancer. I go through the data in all 3 arms and analyze whether or not they see an actual effect of their unique therapy. *this is not investment advice* #breaking biotech #biotech
042 – Biotech M&As accelerate. IMMU’s ADC shakes up breast cancer!
Today, I cover the latest in biotech with a highlight on Immunomedics and their antibody-drug conjugates for breast cancer. *this is not investment advice* http://www.breakingbiotech.com @matthewlepoire
