057 – Updating on TRVN, MRKR, BIIB and Institutional Buys

Hey everybody, in this episode I give updates on Trevena, Marker Therapeutics, and Biogen. I also touch on recent Alzheimer’s failures by Lilly and Roche. I wrap up the episode talking about some of the 13G filings from various hedge funds/advisors and what it could mean for our favorite biotechs.

Unfortunately, the video did not encode properly and I wasn’t able to fix it so we’re going audio-only. Check out the tweet from @pawcio2009 I refer to regarding institutional buys and sells here: https://twitter.com/pawcio2009/status/1228548473592655873

Follow me on twitter @matthewlepoire Email me at matthewlepoire@gmail.com http://www.breakingbiotech.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.


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



Trevena lied to investors? Fails advisory committee

-Trevena’s morphine competitor, Oliceridine, just received negative news from the FDA Advisory Committee. The FDA PDUFA date is November 2nd, but they are likely to follow the adcom’s decision

-It also look like Trevena mislead investors by announcing they had successful meetings with the FDA, while the FDA claims they had many problems with the study-design proposed by TRVN including endpoints and statistical analyses.

-Press releases from TRVN in the past say different than the adcom documents, which many firms are taking up as class action lawsuits…especially given TRVN’s latest 8-K filing

I do not have any position in the company and this is not investment advice.

Follow me on twitter @matthewlepoire

Relevant links:

Click to access UCM622730.pdf


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