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Author Archives: D Mero

Insights

3 Catalyst Names for Early 2021

Insights - Delcath, Concert and Essa are 3 holdings with catalysts in early 2021. Below is a look at these catalysts.  Delcath (DCTH) – Pivotal mOM Data … Continue Reading

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Insights

Aerpio Tries to Hide Phase 2 Glaucoma Data Flop

Insights - Aerpio (ARPO) announced Phase 2 topline glaucoma data last Friday after the market closed. The study failed. It is the reason the company sneakily released the data … Continue Reading

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Insights

Iovance Doubles Shortly After Announcing BLA Delay. Too Much Too Soon?

Insights - Iovance (IOVA) is nearing $50/share and touching new 52-week highs with each passing day. Remember, just over two months ago, IOVA was trading at $26/share … Continue Reading

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Insights

FATE Draws Attention to NK Cell Therapy After ASH 2020

Insights - The winner of ASH 2020, the annual blood disease conference, is Fate Therapeutics (FATE). FATE stock is up >30% this morning to a $7B valuation … Continue Reading

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Research

Delcath Nearing Inflection Point With Phase 3 Data

Research - Delcath (DCTH) is developing a drug/device combination product for the treatment of liver cancer that has metastasized from other parts of the body. The initial … Continue Reading

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Insights

Moderna’s COVID Vaccine Shows Strong Efficacy and Distribution Potential

Insights - Futures are up 1% this morning on news of Moderna’s (MRNA) COVID-19 vaccine showing 94.5% efficacy in their Phase 3. Last week Pfizer reported >90% efficacy for … Continue Reading

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Insights

Aerpio’s Phase 2 Data Could Be At 2021 JPM Conference. A Sign of Confidence?

Insights - Aerpio (ARPO) released their Q3 earnings and business update yesterday. The company remains on track to report Phase 2 data in glaucoma in “December or early in … Continue Reading

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