070 – BioXcel Leverages AI to Tackle Disease! Cassava’s PTI-125 has a Suspicious Coincidence

BioXcel (#BTAI) is a clinical-stage biotechnology company looking to commercialize neuroscience and oncology products developed with the help of their unique AI technology. I go through the data they have seen to date and upcoming catalysts that are likely to significantly affect the stock in the short term. As well, I touch on Cassava Sciences’ update on PTI-125 and an interesting coincidence regarding the structure of the molecule. Credit goes to twitter user: @NoseRubInvest for finding this! Finally, I touch on updates from $TRVN, $NVAX and $TGTX.

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Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com http://www.breakingbiotech.com #breakingbiotech

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech

 

055 – Cassava Sciences’ NOVEL mechanism for Alzheimer’s

Cassava Sciences is a neuroscience company with a focus on Alzheimer’s disease. Their lead compound, PTI-125, is able to bind to a scaffold protein that is critical in mediating the hyperphosphorylation of Tau by Aβ. The hope is that treatment of PTI-125 will reduce Tau hyperphosphorylation and prevent the negative effects associated with Alzheimer’s disease.

In this video, I talk about Alzheimer’s disease and how PTI-125 might play a role in helping patients. I talk about #SAVA and their latest Phase 2A trial with some predictions on their upcoming Phase 2B data (to be released soon). Then, I finish the video with a quick 2019 portfolio wrap up.

Follow me on twitter @matthewlepoire

Email me at matthewlepoire@gmail.com

Disclaimer: All opinions expressed by Matt in this podcast are solely his opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt’s opinions are based upon information he considers reliable, but Matt cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast.

 

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

 

Does BAN2401 Actually Work? Upcoming Subgroup Analyses

Biogen/Eisai to present updated subgroup analyses on their Phase 2 study looking at their Alzheimer’s medicine, BAN2401. This antibody binds to amyloid beta protofibrils, reducing plaques in the brain. In this video, I go through Biogen’s original data and talk about the problems parsing the Apoe E4+ patients.

The options market is pricing in a 22 pt move in the stock by Oct 26th.

The CTAD 2018 presentation schedule can be found here:
https://www.eisai.com/news/2018/news201886.html
(Note: I said 24th in the video but it’s really the 25th)

Other relevant links:

Click to access 4523_180726.pdf


https://alzres.biomedcentral.com/articles/10.1186/s13195-016-0181-2
https://www.ncbi.nlm.nih.gov/pubmed/29317609
https://www.ncbi.nlm.nih.gov/pubmed/27582220
https://www.ncbi.nlm.nih.gov/pubmed/23828104

*This is not investment advice*
Follow me @matthewlepoire
http://www.breakingbiotech.com

#breakingbiotech #biotech #biib

 
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