Biotech Equities Are Finally Making Up Lost Ground
Insights - The biotech sector has taken a meaningful step towards making up lost ground. After consolidating between $290 and $320 for the last month, the NASDAQ … 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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AstraZeneca Takes Out ZS Pharma, Bodes Well for Relypsa
Research - AstraZeneca (AZN) will buy ZS Pharma (ZSPH) for $2.7 billion in cash, or $90 per share - a 42% premium to yesterday's close. Recall that Relypsa (RLYP) and its Veltassa (patiromer) are neck and neck as new entrants to the hyperkalemia market.
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Takeaways from the ASH Data Drop
Research - ASH 2015 abstracts are available publicly this morning (browse them here), and biotech had a rough morning.
PremiumCan Bellicum’s ASH Data Change the Story?
Research - Bellicum is a cell therapy developer with a pipeline of early therapeutics, including the now-ubiquitous chimeric antigen receptor T cell candidates (a la Juno Therapeutics (JUNO) and Kite (KITE)) and T cell receptor (TCR) candidates, neither of which will enter the clinic until next year.
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Some Intriguing Results, But This Next Data Point is a Likely Bust
Research - These events set 1H16 up as a make-or-break period for Marinus. The company has enough cash ($34.5 million at September 30) to get through 2016
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There’s the Breakout We’ve All Been Looking For
Research - The breakout we’ve been looking for from the biotech sector (NASDAQ’s Biotech Index Fund (IBB) is underway coming out of large-cap bio and pharma earnings over the last two days. Beats across the board have investors enthused – at least for now – about the sector as a whole.
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Vertex Steps Into Gene Editing With CRISPR Tx Collab
Insights - All eyes were on Valeant Pharmaceuticals (VRX) Monday morning, but another ‘V’ name deserves credit for enabling some real science. Vertex Pharmaceuticals (VRTX) on Monday climbed aboard the gene editing bandwagon … Continue Reading
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