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
Premium: Read NowInsights - 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
Read NowInsights - 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
Read NowInsights - 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
Read NowInsights - 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
Premium: Read NowInsights - 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
Read NowInsights - ADVM will present Phase 1 data in Wet AMD this September We set expectations for September data by looking at competitor RGNX Phase 1 data … Continue Reading
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