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Market Will Need to See Data on More Than 6 Adverum Patients to Reach Conclusion

Insights - Adverum (ADVM) released additional Phase 1 data this past weekend at the American Academy of Ophthalmology (AAO) Meeting in San Francisco.  The company gave an update at a median … Continue Reading

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Affimed’s Risk to Reward Compelling Ahead of Potentially Transformative 2020

Insights - Last year we covered Affimed’s (AFMD) early clinical data for AFM-13 as a monotherapy and combination with Keytruda (read details here and here). In this note, we’ll cover … Continue Reading

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Expectations for Gilead’s Combination Data With Spring Bank

Insights - Spring Bank (SBPH) has been a frustrating position for us because the thesis has remained the same, yet the stock has traded down to $3, … Continue Reading

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Shionogi Taste Data Validates Selective P2X3 & Bellus

Insights - More data from Shionogi, Bellus’ competitor, was presented at European Respiratory Society (ERS) this weekend. Shionogi presented an abstract for their selective P2X3 antagonist, S-600918, and showed … Continue Reading

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Bellus Uplists & Fennec’s Plan B for Self-Commercialization

Insights - Last week Bellus uplisted to the Nasdaq, trading under ticker BLU. To complete the uplisting, Bellus announced a 3.6:1 consolidation of common shares and a … Continue Reading

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Adverum’s Phase 1 Disappoints on Visual Acuity & Inflammation

Insights - Adverum released preliminary Phase 1 data prior to the market opening. Data was rather vague and did not meet our expectations because it did not clearly place … Continue Reading

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Market Overreacts to Amarin’s 3 Month Delay

Insights - What Happened?Amarin (AMRN) was down 20% in aftermarket trading yesterday upon announcing that the FDA will hold an advisory committee meeting (ADCOM) on November 14. The FDA … Continue Reading

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