103 – CD47 Companies FALL on New Data! Biogen Negativity Continues with Looming NCD Decision

Two CD47 targeting companies announced data updates from their clinical programs: Shattuk Labs and ALX Oncology. Both have suffered major stock price declines and in this episode, I go through the updates and discuss the potential of their molecules moving forward.

Biogen cannot catch a break with the latest news continuing to contribute to new stock price lows. However, Medicare is close to announcing their National Coverage Determination (NCD) decision on Aduhelm, which will be a big mover for the stock.

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Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) 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


051 – Amarin Receives UNANIMOUS Recommendation from Advisory Committee

I’m back! Here are the companies I touch on in this video:

Sarepta: 2:30
Trevena: 4:08
Viking: 5:40
Regenxbio: 7:47
Biogen: 12:35
Amarin: 17:38

all of this is only opinion and nothing I have said should be taken as 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
*this is not investment advice*


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


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:
(Note: I said 24th in the video but it’s really the 25th)

Other relevant links:

Click to access 4523_180726.pdf


*This is not investment advice*
Follow me @matthewlepoire

#breakingbiotech #biotech #biib

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