Commercial Giapreza Makes La Jolla A Contrarian Play
Insights - La Jolla Pharma (LJPC) is a beat up contrarian play that has dropped roughly 70% since September. Why? Because: (1) Commercial launch of Giapreza has … Continue Reading
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Affimed Timeline Pushed Back, But Thesis Remains Unchanged
Insights - Affimed (AFMD) had a call discussing Q3 results this morning. We were looking to see if anything had materially changed, especially after Affimed announced a … Continue Reading
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Amarin Gets 16-0 YES Vote From FDA ADCOM
Insights - The FDA’s ADCOM panel unanimously backed Amarin with a 16-0 vote, supporting expanded label. The FDA’s final decision to approve label expansion is still undetermined, … Continue Reading
PremiumFDA Briefing Document Positive for Amarin’s Vascepa Ahead of ADCOM
Insights - This morning, the FDA released briefing documents that will be used as guidance by the panel members of the advisory committee (ADCOM) for Amarin’s Vascepa this Thursday. The package … Continue Reading
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Spring Bank’s combination with Gilead flops in HepB
Insights - Spring Bank announced disappointing data from their combination trial with Gilead. At 12 weeks, 7/30 (23%) patients were responders with >0.5 log reduction at the 50mg inarigivir … Continue Reading
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Market Will Need to See Data on More Than 6 Adverum Patients to Reach Conclusion
Insights - Adverum (ADVM) released additional Phase 1 data this past weekend at the American Academy of Ophthalmology (AAO) Meeting in San Francisco. The company gave an update at a median … Continue Reading
MemberAffimed’s Risk to Reward Compelling Ahead of Potentially Transformative 2020
Insights - Last year we covered Affimed’s (AFMD) early clinical data for AFM-13 as a monotherapy and combination with Keytruda (read details here and here). In this note, we’ll cover … Continue Reading
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