The early innings of the obesity landscape is starting to take shape, and it seems to be forming similar patterns...
Read NowModular Medical (MODD) announced the 510(k) submission of their MODD1 insulin pump to the FDA last week. On average, the FDA takes approximately...
PremiumInsights - A few insights/notes from the ASCO abstracts that were released Thursday afternoon. ADCs Stay Winning ELEV’s ADC Validating Claudin18.2 TargetThe biggest mover from ASCO abstract release seems … Continue Reading
PremiumInsights - Biotech is bouncing back from the FTC news that raised concerns over M&A activity (read details here). Today, weight loss names are in the spotlight and … Continue Reading
Read nowInsights - The biotech rally has been put on pause on news of the FTC lawsuit to block Amgen’s (AMGN) acquisition of Horizon (HZNP). Investors are now … Continue Reading
Read nowResearch - Eli Lilly and Novo Nordisk have established a stronghold in the $50B+ obesity opportunity. Validated approaches include GLP-1 & GIP/GLP-1. Although there are other targets … Continue Reading
Read nowEducation - In the last Biotech Basics notes, we covered how to interpret data readouts, and what determines a successful study (details here). Due to the importance … Continue Reading
Read nowInsights - Eli Lilly (LLY) lifted the bio market yesterday after their amyloid targeting therapy, donanemab, showed that it slowed cognitive and functional decline in a Phase … Continue Reading
PremiumInsights - 2023 has already brought several high-profile M&A deals, as pharma giants are sitting on an estimated $272B of cash and looking to spend it. As … Continue Reading
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