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Author Archives: D Mero

Insights

How Bio Has Fared In Prior Rising Rate Environments

Insights - Last week, general and biotech-specific markets were attentive to macroeconomics & the FED’s plans to raise rates to fight rising inflation. The monetary tightening is … Continue Reading

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Insights

Post JP Morgan ’22 Notes

Insights - The XBI has fallen below the $100 range, down 40% from peak a year ago. The largest healthcare conference (JP Morgan 2022), which took place … Continue Reading

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Insights

Additional Early Biomarker Details Further Support MDNA11

Insights - Medicenna (MDNA) put out greater detail on the biomarker data reported last month. The data, albeit early, is showing activity at low doses. With dosing … Continue Reading

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Insights

Planned 2022 IPOs Show Continued Bio Supply Glut

Insights - Happy 2022 everyone! 2021 was a record year for biotech IPOs. The number of recent crossover rounds suggests that 2022 could be even busier. According … Continue Reading

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Insights

Medicenna Early IL-2 Biomarker Data Is Promising

Insights - Medicenna (MDNA) released safety & biomarker data for the first two dose cohorts. Early signs are promising.MDNA’s monotherapy dose escalation will include 6 doses. The first dose … Continue Reading

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Insights

Affimed + MD Anderson’s Early NK Combo Durability Looks Good

Insights - Affimed hosted their call yesterday to discuss details of AFM13+NK cells from MD Anderson. Overall, the data was very promising as it showed dose response and early durability. AFMD … Continue Reading

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Insights

Bio Drawdown In Historic Range

Insights - “Buy when there’s blood in the streets, even if the blood is your own.” – Nathan Rothschild (banker)“Be greedy when others are fearful.” – Warren … Continue Reading

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