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, […]
Category: Uncategorized
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 […]
069 – AstraZeneca Rivals Moderna in Race to Successful SARS-CoV-2 Vaccine with ChAdOx1 nCov-19!
AstraZeneca (#AZN) publishes their Phase 1/2 data of their SARS-CoV-2 vaccine candidate ChAdOx1 nCov-19. I go through the side effects, humoral efficacy and cellular response and contrast the results to Moderna’s (#MRNA) candidate, MRNA-1273. I also talk about a few other biotech companies, notably: $TRIL, $VKTX and $BLUE. If you want to help the show, […]
068 – Biotech Round Up (RGNX, ODT, AXGT, CBIO) and Moderna Phase 1 Interim Publication
In this episode I go through a few different biotech companies that I have touched on in the past (some which I have current positions). I close out the episode talking about Moderna and the publication of the interim data from their Phase 1 study for MRNA-1273, a vaccine for Sars-CoV 2. If you want […]
067 – Intercept Pharma’s Ocaliva Fails to get Approval in NASH while FGFs Compete for Best in Class
After delays in scheduling their advisory committee meeting, the FDA finally sends Intercept Pharma ($ICPT) a Complete Response Letter. In the letter, the FDA says that the benefits of Ocaliva shown via surrogate histopathologic endpoints do not sufficiently outweight the risks to support accelerated approval. Intercept will likely need to collect outcomes data to finally […]
065 – Are Iovance’s Buyout Hopes SHATTERED?? Karyopharm Moves to Expand Selinexor’s Label
Iovance (#IOVA) confirms a profound effect of LN-144 in metastatic melanoma with interim data from their 4th cohort. They also showed early data in NSCLC, which is an important indication for the company’s future. Karyopharm’s (#KPTI) Selinexor is approved for 5th line Multiple Myeloma and is currently being tested in other diseases. They have a […]
064 – Moderna Presents LAUGHABLE Interim Vaccine Data. Verastem Shows Mixed Success in Solid Tumors
Moderna Tx announced their first data from MRNA-1273 as a vaccine for SARS-CoV-2. In this video, I breakdown the press release and talk about how they missed the mark with providing only descriptive information. I then talk about Verastem Oncology (#VSTM), a company looking to treat cancer. Their one approved asset, Copiktra, is indicated for […]
063 – Biotech Updates (Including NASH follow up) STML TGTX SAVA SRNE TRIL MRKR GNFT CBAY
Hey everybody! In this video, I catch up on a variety of biotech companies. Timestamps for the respective company are below:STML 2:44TGTX 4:29SAVA 6:27SRNE 11:27TRIL/MRKR 15:15GNFT/CBAY 20:55 If you want to help the show, you can donate here: https://tips.pinecast.com/jar/breaking-biotechYou can also open an account at Tastyworks using my referral code here: https://start.tastyworks.com/#/login?referralCode=ZWQ77XG2PZ Follow me on […]
058 – COVID-19 Escalates but Biotech Bright Spot in Trillium Therapeutics
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 […]
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 […]
