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Author Archives: D Mero

Insights

Novavax Lack of Execution Overshadows Great Vaccine Data

Insights - Novavax continues to face regulatory hurdles with their COVID vaccine, and it has been reflected in the company’s stock price. Lack of execution has outweighed … Continue Reading

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Insights

Names To Watch With XBI Hit

Insights - Biotech (XBI) is back under $125 after a small September rally. On biotech weakness, we’re looking to buy companies on our watchlist or add to … Continue Reading

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Insights

Affimed’s AFM24 Monotherapy Has Yet To Show Clinical Responses

Insights - Affimed (AFMD) released Q2 2021 business update today and it was mixed.  AFM13 + MD Anderson collaboration in blood cancers seems to be progressing well, with data … Continue Reading

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Research

This Name Is Overlooked While Rest of IL-2 Space Is In A Frenzy

Research - Medicenna (MDNA) is developing a next-gen IL-2 candidate against solid tumors. The company expects to report Phase 1 biomarker data by the end of 2021, … Continue Reading

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Insights

Regulatory Bodies In No Rush To Get Novavax Vaccine Approved

Insights - The FDA granted Pfizer and partner BioNTech full approval for their vaccine last week. Meanwhile, there were reports from Reuters that Novavax (NVAX) may face additional delays … Continue Reading

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Insights

Trillium’s (TRIL) Takeout Further Validates Macrophages in Cancer Fight

Insights - Biotech got a jolt of life after Pfizer announced the $2.26B acquisition of Trillium (TRIL), at a 204% premium to market close on Friday. The … Continue Reading

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Insights

Fate Presents Good, Not Great Durability for NK Cells

Insights - Fate Therapeutics (FATE) reported additional data for their two off-the-shelf NK cell programs after market yesterday. This was an important event because it would read-through to NK … Continue Reading

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