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 - Yesterday, Novavax’s (NVAX) vaccine demonstrated 95.6% efficacy against the original COVID strain. This was the best result yet, edging out Moderna and Pfizer, who came in at … Continue Reading
PremiumInsights - Jounce is up about 20% this week after presenting at JP Morgan and announcing the first patient was dosed in their JTX-8064 Phase 1 study. … Continue Reading
PremiumInsights - We wrote about Magenta (MGTA) back in the summer of 2020 when the stock was in the $9 range. The thesis was that MGTA was … Continue Reading
PremiumInsights - Essa (EPIX) announced a collaboration with Janssen (Johnson & Johnson’s biotech arm) yesterday morning to combine EPI-7386 with their blockbuster anti-androgen drugs. Janssen will be responsible for … Continue Reading
PremiumInsights - Affimed announced a $100M offering this morning. 16.7M shares @ $6/share. On Monday, they announced a $30M loan with Silicon Valley Bank. After these announcements, Affimed will have approximately … Continue Reading
PremiumResearch - Jounce is developing an ILT4 antibody that can unleash the cancer killing effect of macrophages. Combining this checkpoint inhibitor with anti-PD-1 creates a two-pronged attack … Continue Reading
PremiumInsights - The prior email covered near-term 2021 catalysts for DCTH, CNCE and EPIX (HERE). The note below includes companies that we are watching with catalysts further out in 2021. Deeper dives … Continue Reading
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