Two Trial Failures; Still Overvalued
Insights - Cerecor (CERC) announced the failure of a phase 2 study of CERC-501, its kappa opioid receptor (KOR) antagonist, yesterday morning, sending the stock down by … 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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ASH 2016 Updates And Takeaways
Insights - CAR-T candidates are again stealing the spotlight at ASH this year, though for entirely different reasons than in the past. First, Juno’s (JUNO) safety issues … Continue Reading
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President Trump Isn’t A Clear Win For Biopharma – Just Yet
Insights - A reminder that the American Society of Hematology annual meeting gets started tomorrow and runs through Tuesday. The smaller San Antonio Breast Cancer Symposium follows … Continue Reading
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Bluebird Pulls Back The Curtain On First CAR-T Results
Research - Bluebird bio (BLUE) posted the first human results for its anti-BCMA CAR-T candidate bb2121 last evening. This is a novel indication for CAR-T products, and … Continue Reading
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A Slate of Year-End Binary Events In Our November Webinar
Research - Happy thanksgiving! A recording of our November Healthcare Huddle is now available. In it, Mr. King focuses on a handful of trade-able year-end binary events … Continue Reading
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What’s New With Synergy, Revance, and Sage
Research - Reminder: Our Healthcare Huddle is next Wednesday, Nov 23, at 5:00 ET. We understand that this may conflict with holiday celebrations, so we’ll have a … Continue Reading
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Don’t Misunderstand Cascadian: TWO Events That Matter This December
Research - For a refresher, Cascadian develops tucatinib (ONT-380), an EGFR-avoiding HER2 inhibitor in mid-stage development for metastatic HER2-positive breast cancer. After two open-label studies in late-stage mBC, a shake-up in the executive suite, and a recent financing, CASC has moved forward with the 180-patient phase 2 HER2CLIMB study, hoping to pivot this study to registration status (with input from the FDA) by the end of the year.
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