On Paratek’s Broad-Spectrum Pneumonia Win
Research - We’ve discussed Paratek Pharmaceuticals (PRTK) in a few recent webinars, and wanted to follow up in the wake of quality CABP data for omadacycline IV-to-Oral. … Continue Reading
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Investors Size Up New Prescription Drug Bill
Research - Biotech stocks are rolling over a little, possibly due to the release of Senator Al Franken and Democrats’ proposed bill to curb drug prices in … Continue Reading
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Prepare for Upcoming Events With This Webinar
Research - Our March webinar focused primarily on recent events in the bio/pharma space; some actionable ideas for the next few weeks; and of course, politics (AHCA vote … Continue Reading
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Profits From One, Adding To Another
Research - Note – Jake here. I’m just resurfacing after the birth of our second child early this week. Sorry for the delay in returning emails, and … Continue Reading
PremiumSage Continues To Diversify: First Oral Depression Data
Long Ideas - The first efficacy data for SAGE-217, the oral follow-on to Sage Therapeutics’ (SAGE) injectable neurosteroid SAGE-547, are out, and they’re encouraging. Recall that SAGE-547 is … Continue Reading
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The Well-Worn Path of ERTs
Long Ideas - Last July, Ultragenyx Pharmaceutical (RARE) released positive results from a phase 3 study of its enzyme replacement therapy rhGUS (recombinant human beta-glucuronidase) in the lysosomal … Continue Reading
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Can ArQule’s Tivantinib Cut It? Reasons To Be A Skeptic
Research - Despite continued claims to the contrary, ArQule is a fairly weak MET inhibitor, and some publications question this proposed mechanism entirely
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