No One is Safe: Biotech Rout Dragging Down The Quality Names
Insights - Biotech (XBI) had a rough week as investors are moving away from “risky” assets due to the expected rise in interest rates. The XBI ETF, … Continue Reading
PremiumAuthor Archives: D Mero
Novavax Approval Timeline Depends on FDA Acceptance of UK Only Data
Insights - Novavax (NVAX) had their business update call after market yesterday. The company provided some details on regulatory processes for their Covid vaccine. UK Approval Likely … Continue Reading
Premium
Essa Lands Another Big Pharma Collaboration
Insights - Essa (EPIX) announced another collaboration for their candidate EPI-7386. The big pharma partner is Astellas and the two companies are testing Astellas/Pfizer enzalutamide (Xtandi) with EPI7386 in … Continue Reading
Premium
Jounce JTX-8064 To Have Therapeutic Dose by 2H 2021
Insights - Jounce (JNCE) gave an update during their quarterly call this morning. There were no material changes and their Phase 1 studying ILT4 candidate JTX-8064 in solid tumors … Continue Reading
Premium
Genocea Update After Achilles’ First in Human Data for Targeted TIL
Insights - GEN-011 Phase 1 is “Accruing” Patients. Data Q4 2021-Q1 2022Accrued patients have given consent to be part of the trial and are undergoing the procedures … Continue Reading
PremiumNovavax COVID Supply Agreements Could Bring $23B of Revenues
Insights - Yesterday, Novavax (NVAX) announced a Memorandum of Understanding (MoU) to supply 1.1 billion doses to COVAX, a worldwide network designed to share access to COVID vaccines globally. … Continue Reading
Premium
Delcath Phase 3 Data Sees Slight Delay
Research - Delcath (DCTH) CEO Gerard Michel disclosed that Phase 3 data will be pushed back towards end of Q1, during a Q&A at the BTIG Health Conference … Continue Reading
Premium