A Look At AFMD Ahead of Q4 2022 Catalysts
Insights - Affimed gave a Q2 2022 business update which was mixed. Their second half is expected to have a few catalysts, but the company also announced … Continue Reading
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Milestone Pharma Attractive Ahead of Phase 3 Data
Insights - The XBI is seeing life as M&A activity is picking up. Last week Amgen acquired ChemoCentryx (CCXI) for $3.7B in cash, with the idea being … Continue Reading
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Mid-Year Update on Holdings
Research - It has been an eventful week for a few of our holdings. Quick update on each name below. Affimed Update on Manufacturing StrategyWe spoke to … Continue Reading
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Bio Seeing Early Life After ASCO 2022 & Big Acquisitions
Insights - The bio sector is seeing some life with improved fundamentals, which could be an early sign of reversal. ASCO in Chicago is wrapping up and … Continue Reading
PremiumAFMD Prioritizing Combo Programs
Insights - The XBI biotech index was starting a see some consolidation during February in the low-mid $90s. However, that was interrupted by the ongoing tensions between … Continue Reading
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Eloxx Cagey With Phase 2 Mono Cystic Fibrosis Data
Insights - Eloxx (ELOX) shared monotherapy data from their Phase 2 in cystic fibrosis this morning. The data that was reported was not bad, but it left investors wanting … Continue Reading
PremiumMore AFM13+NK MD Anderson Data Likely in Mid-December
Insights - Affimed (AFMD) announced a few updates this morning with ASH nearing. Overall, little substance was shared, which was disappointing as we were expecting AFM13+NK data … Continue Reading
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