Matt breaks down relevant biotech stocks, analyzing their data and determining if they are a good investment.
…
continue reading
1
113 - Vaxxinity Takes on Neurodegenerative Diseases with Vaccines - Potential Short Opportunity?
45:36
45:36
Play later
Play later
Lists
Like
Liked
45:36
Video Sponsor - http://workinbiotech.com/ In this episode, I go through a company called Vaxxinity, who are trying to develop vaccines for the treatment of various different diseases. They have a novel vaccine platform whereby they hope to induce both a humoral and T-cell response to specific proteins in various indications. One of their near-term …
…
continue reading
1
112 - Biotech Updates - $BTAI $TGTX $CRIS $CKPT $KPTI $SRRA
43:59
43:59
Play later
Play later
Lists
Like
Liked
43:59
In this episode, I take a look at 6 different biotechs and talk about recent updates in each one. Here is the breakdown: BTAI - 1:00 TGTX - 5:25 CRIS - 18:00 CKPT - 22:39KPTI/SRRA - 31:07 Thanks to InfoPathways for being a sponsor of the show! Check them out for all your biotech IT needs at infopathways.com or call 410-751-9929. Help out the show (…
…
continue reading
1
111 - Achieve Life Sciences Phase 3 Readout Imminent! Interview with CEO John Bencich
28:19
28:19
Play later
Play later
Lists
Like
Liked
28:19
Achieve Life Sciences is developing Cytisinicline for the treatment of smoking cessation. The drug has been available in Eastern Europe for years, but Achieve has taken the lead to bring this drug to market in developed countries. The safety profile is significantly better than both Chantix and Zyban and they are about to release data from the firs…
…
continue reading
1
110 - Kodiac Sciences FALLS on Negative Wet AMD Readout! Buying Opportunity or Falling Knife??
33:19
33:19
Play later
Play later
Lists
Like
Liked
33:19
Kodiac Sciences is developing KSI-301 for a number of proliferative endothelial retinal disorders. Their recent P3 wet AMD data readout failed to show non-inferiority to Q8W dosed Eylea, a major upset for the company. However, KOD has a number of other upcoming P3 trial readouts that will be massive movers for the stock. In this episode, I go over …
…
continue reading
1
109 - Karyopharm Guides INCREASED Sales Growth in 2022 and Reports Positive SIENDO Results
33:42
33:42
Play later
Play later
Lists
Like
Liked
33:42
Karyopharm is an oncology company that is commercializing XPOVIO (Selinexor) in Multiple Myeloma and DLBCL. Selinexor blocks nuclear export thereby hindering the ability of cancer cells to block tumor suppressor protein activity. In this episode, I break down the bear and bull narratives of Karyopharm and discuss how the company has transitioned si…
…
continue reading
1
108 - NASH Companies to Watch in 2022! Madrigal Pharma Announces Positive Data in NAFLD
37:28
37:28
Play later
Play later
Lists
Like
Liked
37:28
The NASH space has seen some setbacks in the last couple years, but a few players continue to make nice progress on their clinical trials. Madrigal Pharma announced positive topline data in their MAESTRO-NAFLD trial, which is an encouraging sign for their upcoming readout in NASH in Q3-2022. I discuss other players in the space including: ETNB, AKR…
…
continue reading
1
107 - CymaBay Sets to Massively Improve Outcomes in PBC Patients | Interview with CEO Sujal Shah
35:09
35:09
Play later
Play later
Lists
Like
Liked
35:09
CymaBay Therapeutics is developing Seladelpar for the treatment of Primary Biliary Cholangitis (PBC). PBC currently affects around 130K patients in the USA and current available treatments do not address patient needs sufficiently. Seladelpar is an oral, selective PPARδ agonist that has been shown to regulate critical metabolic and liver disease pa…
…
continue reading
1
106 - Bright Spot Among CRISPR in Caribou Biosci. 2022 Biotech Trends to Watch!
42:53
42:53
Play later
Play later
Lists
Like
Liked
42:53
CRISPR is an exciting space, with a number of companies finally sharing early clinical data in 2021. NTLA benefitted the most from this by doubling in valuation after data release, while the other CRISPR companies continue to trend lower in the XBI bear market. Caribou Biosciences is one of the smaller EV CRISPR companies with their first clinical …
…
continue reading
1
105 - Neurodegenerative Disease Recap! ALXO and LGVN updates plus Breaking Breaking 2021 Top Trades
41:29
41:29
Play later
Play later
Lists
Like
Liked
41:29
ALXO announces new HR-MDS data that disappoints! I talk about the comparison to Magrolimab data and why I think ALXO is still a buy. LGVN pushes data updates but is still a risk for a short squeeze! I talk about some of the stock statistics and fundaments to determine whether I'm going to place that short trade. The neurodegeneration space had an e…
…
continue reading
1
104 - Biotech Bear Market Offers SIGNIFICANT Opportunity in Oncology - CRIS! Longeveron Rises on ODD
48:17
48:17
Play later
Play later
Lists
Like
Liked
48:17
Curis is an oncology company trying to develop an inhibitor of IRAK-4. They have shown positive results in AML/MDS in spliceosome/FLT3 mutation patients as well as their non-target group. This will hopefully allow them to get accelerated approval with the FDA but they still have some hurdles to overcome. Longeveron is a cell therapy company looking…
…
continue reading