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
Category: Uncategorized
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
041 – Is REGENXBIO a buy after Zolgensma approval?
Today, I talk about REGENXBIO and their in-house gene therapy candidates. Their most important asset in early clinical trials is RGX-314, indicated for wet AMD (and hopefuily Diabetic Retinopathy). This gene therapy could replace blockbuster drugs that treat millions patients, but is it a buy today? Follow me @matthewlepoire http://www.breakingbiotech.com *this is not investment advice*
040 – Biogen faces another headwind with Zolgensma approval
Hi all, I’m back today talking about the approval of Avexis/Novartis’ gene therapy for spinal muscular atrophy, Zolgensma. I also talk about how I came to a conclusion about whether or not I should short Biogen. Follow me on twitter @matthewlepoire http://www.breakingbiotech.com *this is not investment advice*
