Insights - Gene therapy companies were down big yesterday after bluebird bio (BLUE) announced that they will temporarily suspend their sickle cell disease programs. bluebird bio was down 37% … Continue Reading
PremiumResearch - Essa’s poster was released at ASCO GU (read it here). The data looked great. The stock is up 45% to $28/share. Below is an analysis of the data: … Continue Reading
PremiumResearch - Genocea is using neoantigens to develop a cancer vaccine that can add precision to TIL therapy and improve its efficacy. Iovance has validated TIL therapy. … Continue Reading
PremiumInsights - Affimed (AFMD) announced a collaboration with Roche to study AFM24 in combination with Roche’s Tecentriq, a PD-L1 checkpoint inhibitor, in solid tumors. As per the agreement, Affimed … Continue Reading
PremiumInsights - Novavax is up 40% since we bought in the $200/share range less than a week ago. The thesis was that Novavax was better positioned than … Continue Reading
PremiumInsights - This morning, Concert Pharma (CNCE) announced that their schizophrenia candidate failed in Phase 2. CTP-692 did not achieve primary or secondary endpoints assessing positive and negative syndrome … Continue Reading
PremiumInsights - Yesterday, Novavax’s (NVAX) vaccine demonstrated 95.6% efficacy against the original COVID strain. This was the best result yet, edging out Moderna and Pfizer, who came in at … Continue Reading
Premium
