AFMD Prioritizing Combo Programs
Insights - The XBI biotech index was starting a see some consolidation during February in the low-mid $90s. However, that was interrupted by the ongoing tensions between … 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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How Bio Has Fared In Prior Rising Rate Environments
Insights - Last week, general and biotech-specific markets were attentive to macroeconomics & the FED’s plans to raise rates to fight rising inflation. The monetary tightening is … Continue Reading
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Post JP Morgan ’22 Notes
Insights - The XBI has fallen below the $100 range, down 40% from peak a year ago. The largest healthcare conference (JP Morgan 2022), which took place … Continue Reading
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Additional Early Biomarker Details Further Support MDNA11
Insights - Medicenna (MDNA) put out greater detail on the biomarker data reported last month. The data, albeit early, is showing activity at low doses. With dosing … Continue Reading
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Planned 2022 IPOs Show Continued Bio Supply Glut
Insights - Happy 2022 everyone! 2021 was a record year for biotech IPOs. The number of recent crossover rounds suggests that 2022 could be even busier. According … Continue Reading
PremiumMedicenna Early IL-2 Biomarker Data Is Promising
Insights - Medicenna (MDNA) released safety & biomarker data for the first two dose cohorts. Early signs are promising.MDNA’s monotherapy dose escalation will include 6 doses. The first dose … Continue Reading
PremiumAffimed + MD Anderson’s Early NK Combo Durability Looks Good
Insights - Affimed hosted their call yesterday to discuss details of AFM13+NK cells from MD Anderson. Overall, the data was very promising as it showed dose response and early durability. AFMD … Continue Reading
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