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Author Archives: D Mero

Insights

Initial Omicron Data Out of South Africa Not A Cause For Alarm

Insights - The latest COVID variant Omicron has been detected in at least 5 US states, with more expected. Worldwide headlines of this variant have caused uncertainty … Continue Reading

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Insights

Affimed Continues Promising Data With NK Cell Combo

Insights - Affimed reported surprise data this morning for AFM13+NK cells with partner MD Anderson. This is the data that was expected in mid-December, which now the company will … Continue Reading

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Insights

Eloxx Cagey With Phase 2 Mono Cystic Fibrosis Data

Insights - Eloxx (ELOX) shared monotherapy data from their Phase 2 in cystic fibrosis this morning. The data that was reported was not bad, but it left investors wanting … Continue Reading

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Insights

Expectations for MDNA11 Biomarker Data

Insights - Medicenna (MDNA) reported a business update late last week. Biomarker data continues to be on schedule for end of year 2021 and initial efficacy data … Continue Reading

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Insights

Eloxx Sees Slight Delay In Combo CF Data, Mono Still Out Q4 2021

Insights - Eloxx (ELOX) reported Q3 business update last week which caused the stock to trade lower, presumably because combination data was pushed back from Q1 2022 … Continue Reading

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Insights

More AFM13+NK MD Anderson Data Likely in Mid-December

Insights - Affimed (AFMD) announced a few updates this morning with ASH nearing. Overall, little substance was shared, which was disappointing as we were expecting AFM13+NK data … Continue Reading

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Research

XBI Drawdowns & Management Execution

Research - The biotech route has been long and painful. Actually, the longest drawdown in XBI since its inception, going on for over 8 months now. XBI … Continue Reading

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