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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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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bluebird’s SCD Suspension Highlights Need For Safer Conditioning in Gene Therapy
Insights - Gene therapy companies were down big yesterday after bluebird bio (BLUE) announced that they will temporarily suspend their sickle cell disease programs. bluebird bio was down 37% … 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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Affimed & Roche’s AFM24 Collaboration is Underwhelming
Insights - Affimed (AFMD) announced a collaboration with Roche to study AFM24 in combination with Roche’s Tecentriq, a PD-L1 checkpoint inhibitor, in solid tumors. As per the agreement, Affimed … Continue Reading
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Looking At Novavax’s Forecasted COVID Sales
Insights - Novavax is up 40% since we bought in the $200/share range less than a week ago. The thesis was that Novavax was better positioned than … Continue Reading
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Concert’s Phase 2 Fail Dismisses D-Serine Thesis in Schizophrenia
Insights - This morning, Concert Pharma (CNCE) announced that their schizophrenia candidate failed in Phase 2. CTP-692 did not achieve primary or secondary endpoints assessing positive and negative syndrome … Continue Reading
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