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Duchenne Muscular Dystrophy KOL Investor Call

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...

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Modular 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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Aerpio’s Phase 2 Data Could Be At 2021 JPM Conference. A Sign of Confidence?

Insights - Aerpio (ARPO) released their Q3 earnings and business update yesterday. The company remains on track to report Phase 2 data in glaucoma in “December or early in … Continue Reading

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Research

Deal With Roivant Yet Another Sign of Validation For Affimed

Research - Affimed (AFMD) announced a licensing agreement with Roivant Sciences Monday after-market and Q3 business update this morning. Below we will outline the highlights from Q3 update and collaboration with Roivant. First, … Continue Reading

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Pfizer’s COVID Vaccine Could Mark The Beginning of The End

Insights - Pfizer (PFE) and BioNTech (BTNX) revealed that their COVID-19 vaccine was >90% effective in preventing the virus, compared to patients receiving placebo. This is a … Continue Reading

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Aducanumab ADCOM Could Lead To Spillover Effect in Other Beta-Amyloid Names

Insights - Tomorrow, Friday November 6, the FDA will hold an ADCOM for Biogen’s (BIIB) aducanumab. Aducanumab is a beta-amyloid drug for Alzheimer’s Disease that can receive … Continue Reading

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ASH Abstract Shows Early AFM13 Activity As Post-Adcetris Treatment

Insights - Affimed’s (AFMD) ASH abstract for AFM13 was released today. The abstract (see here) covers AFM13 Phase 1 in relapsed/refractory CD30+ lymphoma patients. Affimed refers to this … Continue Reading

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Research

Iovance TIL Therapy On Path To Become First Cell Therapy Approved in Solid Tumors

Research - Iovance (IOVA) is up 35% since we opened a position on news that the company’s BLA was going to be delayed (read thesis here). This was … Continue Reading

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Insights

Affimed Lands Partner For EGFR Engager Targeting Solid Tumors

Insights - Earlier this week, Affimed announced a collaboration with Korean company NKMax to investigate the combination of AFM24, an EGFR engager, with autologous NK cell product … Continue Reading

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