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
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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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Novavax Lack of Execution Overshadows Great Vaccine Data
Insights - Novavax continues to face regulatory hurdles with their COVID vaccine, and it has been reflected in the company’s stock price. Lack of execution has outweighed … Continue Reading
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Insights - Biotech (XBI) is back under $125 after a small September rally. On biotech weakness, we’re looking to buy companies on our watchlist or add to … Continue Reading
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Affimed’s AFM24 Monotherapy Has Yet To Show Clinical Responses
Insights - Affimed (AFMD) released Q2 2021 business update today and it was mixed. AFM13 + MD Anderson collaboration in blood cancers seems to be progressing well, with data … Continue Reading
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This 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
PremiumRegulatory Bodies In No Rush To Get Novavax Vaccine Approved
Insights - The FDA granted Pfizer and partner BioNTech full approval for their vaccine last week. Meanwhile, there were reports from Reuters that Novavax (NVAX) may face additional delays … Continue Reading
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Trillium’s (TRIL) Takeout Further Validates Macrophages in Cancer Fight
Insights - Biotech got a jolt of life after Pfizer announced the $2.26B acquisition of Trillium (TRIL), at a 204% premium to market close on Friday. The … Continue Reading
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