Outlining Affimed’s Catalysts in 2021
Research - Yesterday, Affimed (AFMD) announced dosing of the first patient in the Phase 1 trial partnered with MD Anderson. This is the first clinical study combining NK cells … Continue Reading
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Iovance’s FDA Delay Presents Buying Opportunity
Research - Iovance (IOVA) traded down 20% in the after hours yesterday after announcing that the FDA required additional potency assays as part of the company’s planned … Continue Reading
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Setting Aerpio Expectations Ahead Glaucoma Phase 2
Research - Aerpio (ARPO) is starting to see increased interest as trading volume has picked up. Remember that ARPO expects to have Phase 2 top line data … Continue Reading
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Essa Eyeing Big Pharma Combination Partner For N-Terminal Domain Candidate
Research - The $45M financing last August has given Essa enough funding (~$80M cash) to now pursue combination trials with standard of care anti-androgen drugs used in … Continue Reading
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Tau’s Big First Test in Alzheimer’s Disease Flops
Insights - AC Immune (ACIU) reported that semorinemab, their Phase 2 anti-tau candidate partnered with Genentech, did not meet its primary endpoint of reducing dementia symptoms compared to placebo. … Continue Reading
PremiumExpectations for Upcoming AC Immune & Genentech Semorinemab Data
Insights - AC Immune announced a $80M ATM with Jeffries yesterday. With $280M in cash, good to last for at least 24 months, we do not think … Continue Reading
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Trillium’s Early Monotherapy Lymphoma Data Demonstrates Best-In-Class Potential
Research - Trillium (TRIL), a name many readers have expressed interest in, announced two material pieces of news yesterday afternoon. Results from latest Cohort for TTI-622 monotherapy … Continue Reading
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