Insights

Insights - Affimed announced an early peek at updated AFM13+NK data that will be presented at ASH conference on December 10, 2022. The data was strong. Importantly, … Continue Reading

Insights - Medicenna (MDNA) confirmed the partial response (PR) that the Company previously reported from their imaging scan in July. The patient with the confirmed PR was … Continue Reading

Insights - Astria (ATXS) is up 135% since we bought a position in early August under $4/share. The Company initiated the Phase 1 program for their STAR-0215 … Continue Reading

Insights - We bought Milestone Pharma (MIST) just over a month ago under $7/share to play the topline Phase 3 data readout on track for mid-2H 2022. … Continue Reading

Insights - Affimed gave a Q2 2022 business update which was mixed. Their second half is expected to have a few catalysts, but the company also announced … Continue Reading

Insights - The XBI is seeing life as M&A activity is picking up. Last week Amgen acquired ChemoCentryx (CCXI) for $3.7B in cash, with the idea being … Continue Reading