050 – Acasti Pharma’s Novel Omega-3 Formulation Steps Up!

Hey everybody, we made it to #50! In this episode, I chat with Nathan Weinstein from Aegis Capital about Acasti Pharma. We discuss the omega-3 space and Acasti’s EPA/DHA formulation called CaPre. Acasti is seeking the approval of CaPre for the indication of severe hypertriglyceridemia and has two pivotal catalysts at the end of the year, which will be massive movers for the stock. Amarin’s upcoming catalysts are also likely to affect them. Check out the whole video for more details!

Relevant links:
https://www.acastipharma.com/en/investors/company-information/presentations
https://www.aegiscapcorp.com/service/nathan-weinstein/

this is not investment advice

 

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 due diligence and do not consider this investment advice.

 

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*

 

034 – FDA’s Gottlieb Resigns plus AMRN Breakdown

In this episode, I talk about the latest news in the biotech sector with details on my DCF model for Amarin and their fish oil pill, vascepa. I also talk about the limb-girdle data from Sarepta.

Hit the like and subscribe button!

*this is not investment advice*

http://www.breakingbiotech.com

 

027 – Amarin Sells Off Amid Positive Vascepa Data

Amarin recently published data from their REDUCE-IT cardiovascular outcomes trial. Their EPA medicine, Vascepa, showed a 25% relative risk reduction compared to placebo. EPA is an omega-3 fatty acid that previously showed a 19% relative risk reduction in cardiovascular outcomes in a Japanese study (JELIS, 2007). Amarin saw a hazard ratio of 0.75 in their primary endpoint, which evaluated cardiovascular death, nonfatal myocardial infarction, nonfatal stroke, coronary revascularization, and unstable angina. In this video, I go through two critiques of the study:
1) Lack of mechanistic insight
2) Mineral oil use in the placebo group
I believe Vascepa is likely to get FDA approval for the indication of reducing cardiovascular disease in patients with over 150mg/dl Triglycerides on statin therapy.

This is not investment advice, do your own due diligence.

Relevant links:
https://investor.amarincorp.com/
https://www.nejm.org/doi/full/10.1056/NEJMoa1812792
https://www.nejm.org/doi/full/10.1056/NEJMe1814004

 

Amarin’s Vascepa Success

-Amarin’s EPA medicine called Vascepa recently showed a 25% relative risk reduction in newly announced data from a CardioVascular Outcomes Trial.
-Today I breakdown the results and talk about how it compares to other CVOT data and whether Amarin is likely to rival companies with a LDL-c lowering drug pipelines.

Relevant links:
http://investor.amarincorp.com/node/15741/pdf

Click to access AMRN%20Investor%20Deck%20Sept%20Post%20R-IT%20v3.pdf


https://www.ncbi.nlm.nih.gov/pubmed/29935936

*this is not investment/trading advice*
Follow me @matthewlepoire

 
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