ADCs Back in Cancer Spotlight
Research - In mid-March 2023, Pfizer acquired Seagen (SGEN) for $43B, making it the largest biopharma transaction in three years. Seagen, considered the leader in antibody-drug conjugate … Continue Reading
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Looking Back on 2022 Name Updates
Research - Ending a rather difficult 2022 with a few quick notes on names that were written about this year. Jounce’s $67M Asset SaleGilead acquired the remaining … Continue Reading
Premium: Read NowAffimed Reports Early & Promising Activity for AFM24 Combination
Research - Affimed jumped yesterday after reporting unexpected activity of AFM24+atezolizumab in EGFR+ solid tumors. The initial results from the Phase 1 dose escalation study showed that … Continue Reading
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Medicenna Halts Momentum With Financing
Research - This morning Medicenna (MDNA) announced the pricing of a $20M financing. 13.33M shares were sold at $1.50/share and came with an additional 13.33M 5-year warrants at $1.85/share. … Continue Reading
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Mid-Year Update on Holdings
Research - It has been an eventful week for a few of our holdings. Quick update on each name below. Affimed Update on Manufacturing StrategyWe spoke to … Continue Reading
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XBI Drawdowns & Management Execution
Research - The biotech route has been long and painful. Actually, the longest drawdown in XBI since its inception, going on for over 8 months now. XBI … Continue Reading
Premium: Read NowThis Name Is Overlooked While Rest of IL-2 Space Is In A Frenzy
Research - Medicenna (MDNA) is developing a next-gen IL-2 candidate against solid tumors. The company expects to report Phase 1 biomarker data by the end of 2021, … Continue Reading
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