Boutique Biotech

Making sense of a historically volatile market in a post-COVID era

Assessing a complex and competitive landscape

Assessing $VERV's CRISPR gene-editing technology for treating heart disease

Deep-dive on new data update

Bullish divergences and R&D day updates

New updates from $MDNA and $JNCE

Assessing additional biomarker data

Re-evaluating the IL-2 thesis relative to recent Sanofi news

With bold moves like the Corvidia acquisition this summer and the Emisphere acquisition last week, Novo Nordisk is both expanding and diversifying its ...

Analyzing $ATXS data and upside relative to F-Star Therapeutics, while comparing to Takeda and BioCryst options

Expectations for $GNCA at ASCO21 (June 4-8, 2021)

A more controversial/nuanced take on FDA's Alzheimer's disease drug approval

Prospects for other biotech players

Executive management shifts and future outlook

Does the IP waiver signal a buying opportunity?

Genentech discontinues partnership

AFM24+atezolizumab in EGFR+ solid tumors

Deep dive on $ELOX fundamentals and market timing

Deep-dive on company fundamentals and early-stage IL-2 asset landscape

Assessing $RXRX financials and fundamentals

And should you be worried?

Phase 3 results from US/Mexico trial

FDA setback and 9-month outlook

Before ASCO data was released today (see ASCO21 expectations post), MGTA-145 was positioned as a clear-cut superior alternative to existing mobilizing agents. It collected more cells, was higher quality, safer and more convenient.After today’s data, MGTA-145 collects approximately the same number of cells as competitors, but still provides other benefi…

Expectations for $MGTA at ASCO21 (June 4-8, 2021)

Locking in profits but also buying more

Eloxx (ELOX) provided a Q2 business update earlier this week, and everything was on schedule. Based on enrollment at the end of June, the company remains on track to report monotherapy data from the ongoing Phase 2 cystic fibrosis study in Q4 2021. We think data will be in November (details in our prior posts —

Delays, boosters, and more...

Q2 business update and future outlook

Analyzing and evaluating the data to date

Analyzing $NVAX in light of the Covid delta variant

Update on MDNA11 program

Assessing newly disclosed data and stock movement

Evaluating the recent $EPIX sell-off

Q2 business update overview and next steps

Delays, adjusted timelines, and call options

Data readout and implications for NK-cell field

(including updates on Eloxx Pharmaceuticals and Jounce Therapeutics)

Forecasting Future Biotech Performance From Past Environments of Rising Interest Rates

Evaluating AFM13+NK cells data and expectations for upcoming call