We’re Not Fans of GBT Moving Goal Posts After Phase 3 Data
Insights - Our original thesis was that GBT would show a clear improvement in at least 1 of 2 secondary events (in addition to the primary Hb … Continue Reading
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GBT Phase 3 – Part A Data Was Promising, But Vague
Insights - GBT announced their highly anticipated Phase 3 Part A data this morning and a lot was left to be desired. The data that was presented was good, … Continue Reading
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Fennec Risk to Reward Remains Compelling with Full Data Set
Insights - Fennec (FENC) announced that their Phase 3 results, initially released back in October 2017 (read more), were published in the June 21, 2018 issue of the New … Continue Reading
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Selecta Remains on Track To Report Superior Data to Standard of Care
Insights - Selecta announced updated data on their 3+2 dosing for Phase 2 this morning. This data is not all that relevant because the company has said … Continue Reading
Read NowGBT’s Adolescent Data Does Not Suggest Phase 3 HOPE Will Be Negative
Insights - GBT released their EHA poster for sickle cell disease adolescent patients this morning. The stock is trading down more than 10% on this release, presumably … Continue Reading
Premium: Read NowAnalysis From GBT’s EHA Abstract on Adolescent Phase 2a
Insights - Yesterday, GBT released their EHA abstract, which included some top-line data from the 900mg cohort of Part B in Phase 2a adolescent. Here are the key … Continue Reading
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