Milestone Pharma Attractive Ahead of Phase 3 Data
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
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Obesity & PD-1: History Doesn’t Repeat But It Rhymes
The early innings of the obesity landscape is starting to take shape, and it seems to be forming similar patterns...
Read NowModular Medical Submits 510(k) for Insulin Patch Pump
Modular Medical (MODD) announced the 510(k) submission of their MODD1 insulin pump to the FDA last week. On average, the FDA takes approximately...
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Astria Clears IND. On pace for YE2022 Data
Insights - Astria (ATXS) announced the FDA clearance of their IND application for STAR-0215 for hereditary angioedema (HAE). A Phase 1a trial of STAR-0215 in healthy volunteers … Continue Reading
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MDNA11 Continues Reporting Positive Updates, Although No Response Yet
Insights - A story that is developing which could impact the whole bio industry is a healthcare bill making noise in Washington. Congress and the White House are planning … Continue Reading
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Watchlist Heading into 2H 2022
Insights - The biotech market saw the total EV of publicly traded companies continue to rise to start July, up by about 25% from the mid-June lows. … Continue Reading
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9 Meters Long Awaited Data is Disappointingly Vague
Insights - NMTR reported data on short bowel syndrome (SBS), and it was vague, even though the company has delayed this data readout by 6 months. What … Continue Reading
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F-Star Acquired by Sino Subsidiary
Insights - F-Star (FSTX) reported yesterday that it will be acquired by invoX, a U.K.-based subsidiary of Chinese bio Sino Biopharma. Sino Bio is a global top … Continue Reading
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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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