Insights - Jounce is up about 20% this week after presenting at JP Morgan and announcing the first patient was dosed in their JTX-8064 Phase 1 study. … Continue Reading
PremiumInsights - We wrote about Magenta (MGTA) back in the summer of 2020 when the stock was in the $9 range. The thesis was that MGTA was … Continue Reading
PremiumInsights - Essa (EPIX) announced a collaboration with Janssen (Johnson & Johnson’s biotech arm) yesterday morning to combine EPI-7386 with their blockbuster anti-androgen drugs. Janssen will be responsible for … Continue Reading
PremiumInsights - Affimed announced a $100M offering this morning. 16.7M shares @ $6/share. On Monday, they announced a $30M loan with Silicon Valley Bank. After these announcements, Affimed will have approximately … Continue Reading
PremiumResearch - Jounce is developing an ILT4 antibody that can unleash the cancer killing effect of macrophages. Combining this checkpoint inhibitor with anti-PD-1 creates a two-pronged attack … Continue Reading
PremiumInsights - The prior email covered near-term 2021 catalysts for DCTH, CNCE and EPIX (HERE). The note below includes companies that we are watching with catalysts further out in 2021. Deeper dives … Continue Reading
PremiumInsights - Essa Pharma (EPIX) has been on a tear in the last week. Shares are up 35% from the $8 range to now trading over $11. … Continue Reading
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