Delcath Phase 3 Data Sees Slight Delay
Research - Delcath (DCTH) CEO Gerard Michel disclosed that Phase 3 data will be pushed back towards end of Q1, during a Q&A at the BTIG Health Conference … Continue Reading
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Essa Replicates Great Preclinical Data in Phase 1
Research - Essa’s poster was released at ASCO GU (read it here). The data looked great. The stock is up 45% to $28/share. Below is an analysis of the data: … Continue Reading
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This Public Company is Going After Precision TIL
Research - Genocea is using neoantigens to develop a cancer vaccine that can add precision to TIL therapy and improve its efficacy. Iovance has validated TIL therapy. … Continue Reading
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Getting Ahead of Oncology’s Next Target With This Company
Research - Jounce is developing an ILT4 antibody that can unleash the cancer killing effect of macrophages. Combining this checkpoint inhibitor with anti-PD-1 creates a two-pronged attack … Continue Reading
Premium: Read NowDelcath Nearing Inflection Point With Phase 3 Data
Research - Delcath (DCTH) is developing a drug/device combination product for the treatment of liver cancer that has metastasized from other parts of the body. The initial … Continue Reading
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Deal With Roivant Yet Another Sign of Validation For Affimed
Research - Affimed (AFMD) announced a licensing agreement with Roivant Sciences Monday after-market and Q3 business update this morning. Below we will outline the highlights from Q3 update and collaboration with Roivant. First, … Continue Reading
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Iovance TIL Therapy On Path To Become First Cell Therapy Approved in Solid Tumors
Research - Iovance (IOVA) is up 35% since we opened a position on news that the company’s BLA was going to be delayed (read thesis here). This was … Continue Reading
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