062 – Treatments from Gilead and Regeneron Move Forward in Battle Against COVID-19!

Gilead’s (#GILD) Remdesivir shows mixed results in 4 separate studies looking at treating COVID-19. The NIAID study has the most promise with a slight benefit in survival and significant benefit in time to recovery. Regeneron’s (#REGN) Kevzara on the other hand, has now been limited to “critical” COVID-19 patients and we should see a phase 3 read out in June, 2020. I go in greater detail on Regeneron because despite not having a top COVID-19 treatment, they offer significant value to patients across the pharmaceutical landscape.

Follow me on twitter @matthewlepoire

Send me an email 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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

 

061 – Gilead’s Remdesivir Efficacy Still Uncertain! Is Stemline Therapeutics a Buy?

In this video, I talk about the New England Journal of Medicine study published by Gilead (#GILD) on the compassionate use of Remdesivir for COVID-19. I also touch on the Statnews article about the leaked information regarding their upcoming Phase 3 trials. Finally, I talk about a great buying opportunity in the company Stemline Therapeutics (#STML). They have an approved drug, Elzonris, that is currently being studied in multiple other indications, if successful, will significantly increase the current stock price.

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.

Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

 

059 – Moderna Initiates Phase 1 Trial as COVID-19 Spreads to the West

COVID-19 cases dramatically increase in the West, but multiple companies start focusing towards treatments and vaccines. Gilead’s (GILD) Remdesivir is a candidate anti-viral for the treatment of COVID-19 that will have readouts in early April-2020 for their Phase 3 trials. On the vaccine side, Moderna (MRNA) has initiated a Phase 1 trial with their mRNA-1273 vaccine against the SARS-CoV-2 Spike protein. Stay safe out there!

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.

Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

 

032 – GILD Fails Phase 3 in NASH!

On this episode, I talk about results from the Gilead Phase 3 NASH trial that announced no improvement in patients treated with Selonsertib (ASK1 inhibitor). I also talk about the DBVT BLA resubmission and a hot hot Q319 trading idea on CBIO.

Relevant links:
https://www.gilead.com/news-and-press/press-room/press-releases
https://www.dbv-technologies.com/investor-relations/press-releases/
http://ir.catalystbiosciences.com/news-releases

*this is not investment advice, only my opinion and ideas*

http://www.breakingbiotech.com

#biotech #breakingbiotech #nash

 

Why I sold Gilead. Closed-loop system for Type 2 Diabetics??

-Gilead loses 3 executives in the last 6 months, but that’s not why I sold!
-New research suggests that closed-loop insulin delivery-glucose monitoring keeps type 2 diabetics in range better than conventional therapy

*this is not investment advice*

 
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