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*
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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*
039 – Will Marker Therapeutics Succeed in Pancreatic Cancer?
Hi everybody, in this episode I take a deeper dive into pancreatic cancer and how Marker Therapeutics’ MultiTAA T Cell therapy might fare against it. Thanks for watching! Follow me on twitter @matthewlepoire Note: *This is not investment advice*
038 – Democrats scare the healthcare sector plus Marker Therapeutics breakdown
Hey all, tonight I talk about the latest downswing in biotech/pharma and I breakdown Marker Therapeutics. This company has a novel platform to activate T cells for cancer treatment that significantly reduces side effects, which are common in CAR-T. I jumbled over explaining target optimization. Basically, the company is using the same antigen targets to […]
036 – End of Q1-19 Biotech Updates
Happy Sunday everyone! Today, I talk about: -#BIIB/Eisai and their decision to continue trials with compounds that reduce brain amyloid beta -ESSENCE interim data from #SRPT -The #VKTX abstract release and upgrade -More good news about #AMRN This is not investment advice, so do your own due diligence! http://www.breakingbiotech.com #breakingbiotech #biotech
035 – Trevena upside potential and more Amarin
Today I go through a trading idea for Trevena as well as the updated Amarin data. This is not investment advice. http://www.breakingbiotech.com
033 – ICPT Takes the Lead in NASH
In today’s episode, I breakdown the ICPT NASH results, followed up by a quick take on SAGE and the latest buyout rumors. *this is not investment advice* Relevant links: http://ir.interceptpharma.com/news-releases/news-release-details/intercept-announces-positive-topline-results-pivotal-phase-3 https://www.sagerx.com/ http://www.breakingbiotech.com
031 – Sangamo woes
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 […]
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 […]
