Two Trial Failures; Still Overvalued
Insights - Cerecor (CERC) announced the failure of a phase 2 study of CERC-501, its kappa opioid receptor (KOR) antagonist, yesterday morning, sending the stock down by … Continue Reading
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ASH 2016 Updates And Takeaways
Insights - CAR-T candidates are again stealing the spotlight at ASH this year, though for entirely different reasons than in the past. First, Juno’s (JUNO) safety issues … Continue Reading
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Bluebird Pulls Back The Curtain On First CAR-T Results
Research - Bluebird bio (BLUE) posted the first human results for its anti-BCMA CAR-T candidate bb2121 last evening. This is a novel indication for CAR-T products, and … Continue Reading
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What’s New With Synergy, Revance, and Sage
Research - Reminder: Our Healthcare Huddle is next Wednesday, Nov 23, at 5:00 ET. We understand that this may conflict with holiday celebrations, so we’ll have a … Continue Reading
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Don’t Misunderstand Cascadian: TWO Events That Matter This December
Research - For a refresher, Cascadian develops tucatinib (ONT-380), an EGFR-avoiding HER2 inhibitor in mid-stage development for metastatic HER2-positive breast cancer. After two open-label studies in late-stage mBC, a shake-up in the executive suite, and a recent financing, CASC has moved forward with the 180-patient phase 2 HER2CLIMB study, hoping to pivot this study to registration status (with input from the FDA) by the end of the year.
PremiumASH Abstracts Are Out, and They’re Not Helping Biopharma
Research - The NASDAQ Biotech Index Fund (IBB) is down 1.5%, the SPDR S&P Biotech ETF (XBI) down 3% and testing its 200-week moving average and current … Continue Reading
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One Asset, Two Settings
Research - In 2014, Valeant Pharmaceuticals (VRX) divested of its filler and toxin aesthetics assets to Galderma, now part of Nestle, for $1.4 billion. The deal included … Continue Reading
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