Essa’s Strong Run to End 2020 Show High Expectations for Upcoming Phase 1
Insights - Essa Pharma (EPIX) has been on a tear in the last week. Shares are up 35% from the $8 range to now trading over $11. … 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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3 Catalyst Names for Early 2021
Insights - Delcath, Concert and Essa are 3 holdings with catalysts in early 2021. Below is a look at these catalysts. Delcath (DCTH) – Pivotal mOM Data … Continue Reading
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Aerpio Tries to Hide Phase 2 Glaucoma Data Flop
Insights - Aerpio (ARPO) announced Phase 2 topline glaucoma data last Friday after the market closed. The study failed. It is the reason the company sneakily released the data … Continue Reading
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Iovance Doubles Shortly After Announcing BLA Delay. Too Much Too Soon?
Insights - Iovance (IOVA) is nearing $50/share and touching new 52-week highs with each passing day. Remember, just over two months ago, IOVA was trading at $26/share … Continue Reading
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FATE Draws Attention to NK Cell Therapy After ASH 2020
Insights - The winner of ASH 2020, the annual blood disease conference, is Fate Therapeutics (FATE). FATE stock is up >30% this morning to a $7B valuation … Continue Reading
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Delcath Nearing Inflection Point With Phase 3 Data
Research - Delcath (DCTH) is developing a drug/device combination product for the treatment of liver cancer that has metastasized from other parts of the body. The initial … Continue Reading
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Moderna’s COVID Vaccine Shows Strong Efficacy and Distribution Potential
Insights - Futures are up 1% this morning on news of Moderna’s (MRNA) COVID-19 vaccine showing 94.5% efficacy in their Phase 3. Last week Pfizer reported >90% efficacy for … Continue Reading
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