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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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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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
Premium: Read NowMedicenna 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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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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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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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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