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Breaking Biotech
United States
Приєднався 21 січ 2018
113 - Vaxxinity Takes on Neurodegenerative Diseases with Vaccines - Potential Short Opportunity?
Video Sponsor - 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 readouts is a Phase 1 Part 2 data release from their UB-312 program in Parkinson Disease. This treatment is able to induce anti-α-synuclein antibodies, but I compare their data to two other programs that are further along to explain why they might not achieve material improvements in motor function in PD disease patients.
In this episode, I also touch on $SIOX, $BIIB and $ACHV.
Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech
Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt (nor his guests) cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt (nor his guests) is/are not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt (nor his guests) does/do not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech
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 readouts is a Phase 1 Part 2 data release from their UB-312 program in Parkinson Disease. This treatment is able to induce anti-α-synuclein antibodies, but I compare their data to two other programs that are further along to explain why they might not achieve material improvements in motor function in PD disease patients.
In this episode, I also touch on $SIOX, $BIIB and $ACHV.
Follow me on twitter @matthewlepoire Send me an email matthewlepoire@gmail.com www.breakingbiotech.com #breakingbiotech
Disclaimer: All opinions expressed by Matt (or his guests) in this podcast are solely his (their) opinions. You should not treat any opinion expressed by Matt in this podcast as a specific inducement to make a particular investment or follow a particular strategy, but only as an expression of his opinion. Matt's opinions are based upon information he considers reliable, but Matt (nor his guests) cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt (nor his guests) is/are not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt (nor his guests) does/do not guarantee any specific outcome or profit. You should be aware of the real risk of loss in following any strategy or investment discussed in this podcast. #biotech
Переглядів: 925
Відео
112 - Biotech Updates - $BTAI $TGTX $CRIS $CKPT $KPTI $SRRA
Переглядів 8802 роки тому
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 - 22:39 KPTI/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 (or join the discord) by becoming a patron at: ...
111 - Achieve Life Sciences Phase 3 Readout Imminent! Interview with CEO John Bencich
Переглядів 7802 роки тому
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 first of two Phase 3 clinical trials (ORCA-2 and OR...
110 - Kodiac Sciences FALLS on Negative Wet AMD Readout! Buying Opportunity or Falling Knife??
Переглядів 6562 роки тому
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 the P3 data and talk about whether or not this ...
109 - Karyopharm Guides INCREASED Sales Growth in 2022 and Reports Positive SIENDO Results
Переглядів 4762 роки тому
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 since entry of the new CEO Richard Paulson. Thank...
108 - NASH Companies to Watch in 2022! Madrigal Pharma Announces Positive Data in NAFLD
Переглядів 1,9 тис.2 роки тому
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, AKRO, VKTX, ICPT, IVA and NVO. Checkpoint Therapeu...
107 - CymaBay Sets to Massively Improve Outcomes in PBC Patients | Interview with CEO Sujal Shah
Переглядів 1,4 тис.2 роки тому
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 pathways. CymaBay is currently enrolling for a re...
106 - Bright Spot Among CRISPR in Caribou Biosci. 2022 Biotech Trends to Watch!
Переглядів 1,1 тис.2 роки тому
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 readout coming up in 2022. In this episode, I g...
105 - Neurodegenerative Disease Recap! ALXO and LGVN updates plus Breaking Breaking 2021 Top Trades
Переглядів 7822 роки тому
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 exciting 2021 and I provide an update on all the...
104 - Biotech Bear Market Offers SIGNIFICANT Opportunity in Oncology - CRIS! Longeveron Rises on ODD
Переглядів 9443 роки тому
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 to develop their Medicinal Signaling Cell ther...
103 - CD47 Companies FALL on New Data! Biogen Negativity Continues with Looming NCD Decision
Переглядів 8143 роки тому
Two CD47 targeting companies announced data updates from their clinical programs: Shattuk Labs and ALX Oncology. Both have suffered major stock price declines and in this episode, I go through the updates and discuss the potential of their molecules moving forward. Biogen cannot catch a break with the latest news continuing to contribute to new stock price lows. However, Medicare is close to an...
102 - Arvinas' PIONEERING PROTAC Tech to Enhance Cancer Outcomes | Interview with CEO John Houston
Переглядів 1,5 тис.3 роки тому
Arvinas' PROTAC technology has led to two exciting molecules that are in the clinic for the treatment of breast cancer and prostate cancer. The company has spent years optimizing their protein degraders to achieve specific and effective protein degradation. ARV-471 targets the Estrogen Receptor for degradation and is in clinical trials for patients with HR /HER2- breast cancer. The early effica...
101 - MAJOR wet AMD/DR SCS Updates from REGENXBIO and CLSD! FDMT XLRP data arrives
Переглядів 6163 роки тому
REGENXBIO ($RGNX) presents data using the Clearside Bio ($CLSD) SCS injector to treat wet AMD and diabetic retinopathy patients with RGX-314. Since existing treatments are on the market for these indications, it is very important that safety signals in these studies are reduced to a minimum. It is also critical that efficacy remains non-inferior to Eylea or Lucentis. In this video, I go through...
100 - Absci Leverages AI to Become the GOOGLE of Drug Discovery! Interview with CEO Sean McClain
Переглядів 1,4 тис.3 роки тому
Absci is a synthetic biology company focused on developing better, faster paths to new medicines. Starting with their bioengineered E. Coli strain named SoluPro, Absci is able to manufacture complex biologics in a prokaryotic system, something that had never been done before. More recently, they have made acquisitions that have added on drug discovery and AI capabilities to the platform to crea...
099 - Abbvie Announces MASSIVE Interest in REGENXBIO's RGX-314! Readout coming next week
Переглядів 6943 роки тому
099 - Abbvie Announces MASSIVE Interest in REGENXBIO's RGX-314! Readout coming next week
098 - CD47 Companies RETURN with Trillium Acquisition! Cassava Sciences DROPS on Accusations
Переглядів 1,1 тис.3 роки тому
098 - CD47 Companies RETURN with Trillium Acquisition! Cassava Sciences DROPS on Accusations
097 - Tg Therapeutics Q2-2021 Earnings Update | Interview with Michael Weiss - CEO of $TGTX
Переглядів 1,6 тис.3 роки тому
097 - Tg Therapeutics Q2-2021 Earnings Update | Interview with Michael Weiss - CEO of $TGTX
096 - Q2-2021 Biotech Earnings - Commercial-Stage Biotech Suffers!
Переглядів 7463 роки тому
096 - Q2-2021 Biotech Earnings - Commercial-Stage Biotech Suffers!
095 - Smid Cap Biotechs Take on Geographic Atrophy (Dry AMD) with MAJOR Readout This Fall
Переглядів 1,1 тис.3 роки тому
095 - Smid Cap Biotechs Take on Geographic Atrophy (Dry AMD) with MAJOR Readout This Fall
094 - Checkpoint Therapeutics Targets MASSIVE Solid Tumor Market | Interview with CEO James Oliviero
Переглядів 2,3 тис.3 роки тому
094 - Checkpoint Therapeutics Targets MASSIVE Solid Tumor Market | Interview with CEO James Oliviero
093 - Ophthalmology Gene Therapies STUMBLE but REGENXBIO and FDMT Could Turn it Around in H2-2021
Переглядів 6453 роки тому
093 - Ophthalmology Gene Therapies STUMBLE but REGENXBIO and FDMT Could Turn it Around in H2-2021
092 - Biotech Bears CRUSHED with Biogen's Aduhelm Approval! CRIS/REPL Decline on Data Updates
Переглядів 6923 роки тому
092 - Biotech Bears CRUSHED with Biogen's Aduhelm Approval! CRIS/REPL Decline on Data Updates
091 - Annovis DOUBLES on Mixed Alzheimer's Disease Data. ASCO Abstracts Released!
Переглядів 8553 роки тому
091 - Annovis DOUBLES on Mixed Alzheimer's Disease Data. ASCO Abstracts Released!
090 - Curis Shows Positive Data in AML with First in Class IRAK4 Inhibitor
Переглядів 1,2 тис.3 роки тому
090 - Curis Shows Positive Data in AML with First in Class IRAK4 Inhibitor
089 - Trillium Therapeutics Unveils Clinical Plan for CD47 Assets. Adverum DROPS on SAE News
Переглядів 9993 роки тому
089 - Trillium Therapeutics Unveils Clinical Plan for CD47 Assets. Adverum DROPS on SAE News
088 - TG Therapeutics Shows MAJOR Improvements in MS | Interview with CEO Michael Weiss
Переглядів 1,8 тис.3 роки тому
088 - TG Therapeutics Shows MAJOR Improvements in MS | Interview with CEO Michael Weiss
087 - Sangamo Therapeutics Leverages Pharma Partnerships for Success!
Переглядів 1,3 тис.3 роки тому
087 - Sangamo Therapeutics Leverages Pharma Partnerships for Success!
086 - Will Selecta Biosciences be the Next Top Platform Biotech? Annovis Shows Positive PD Data
Переглядів 2 тис.3 роки тому
086 - Will Selecta Biosciences be the Next Top Platform Biotech? Annovis Shows Positive PD Data
085 - Continuing to Navigate the Neurodegenerative Disease Subsector | $ATHA $ANVS $LGVN
Переглядів 1,2 тис.3 роки тому
085 - Continuing to Navigate the Neurodegenerative Disease Subsector | $ATHA $ANVS $LGVN
084 - Navigating the Neurodegenerative Disease Subsector | $CRTX $AVXL $ALEC $CYCN $SAVA
Переглядів 1,9 тис.3 роки тому
084 - Navigating the Neurodegenerative Disease Subsector | $CRTX $AVXL $ALEC $CYCN $SAVA
It is now time to boom! 28.dec.2024 watch out CKPT!
Someone get a hold of this creator... time to do an update on $SAVA YOU would get 1000's of views. Lots more has happened in last 3 years. Ph2 now 24+ months. Shows the data point he mentioned would like to see.
Good time to get back into sava if you aren’t in.. adding weekly🎉
what do you think of espr now. Looks a potential 10x maybe 20x win lawsuit and expand label.
Sava is a great buy now way more data P3 fully enrolled
Are you able to cover sava again ?
OLD !! get an interview now . That would getnerate a lot of interest
Sangamo update.please. wow.. it was dropped by biogen
Can we get an update here pretty please.
Pleaww give an update on Kodiak
dude….that was amazing analyst of KOD, so very insightful!! So summer of 23 brings major catalyst. KOD still on your watchlist? Top notch….thanks again!!
I got a big position here myself. Do we go back to 40-50?
Hey man, you still watching this thing after all the drama?
@Breaking Biotech any thoughts on most recent data?
Does Julian Baker still own KOD ? It may have bottomed around $4.25 and I anticipate a rally into the July '23 Phase 3 Announcement which is pending.
Great call I think it's still got a long ways to run here.
He owns more now than ever before
HEPA Hepion Pharmaceuticals, Inc. $0.70 0.02 (+2.93%)
Seladelpar activates the delta form of PPAR, while elafibranor targets PPAR-alpha and PPAR-delta. Inventiva’s prospect hits all three: PPAR-alpha, PPAR-gamma and PPAR-delta.
Sio Gene Therapies is undergoing liquidation, with its shareholders likely to receive $0.38-$0.42/share vs. the current price of $0.40/share.
My portfolio is very biotechnology based ARDX - Entry at $0.595, now with 750%, the largest position in the portfolio where it reached a weight of more than 30%, but already trimmed/pruned/reduced CABA - Entrance at €1.02, retails at $8.49 with 488% PRVB - Buy at $7.63 sold at $24.32 at 210% (this was offered for acquisition by Sanofi at $25.00 a share, didn't wait to have money to invest sooner) INZY - Buy at $2.90, now at 110% VKTX - Buy at $10.30 now with 105% TGTX - Buy at $9.48, now at 133% PTGX- Buy at 12.10, now at 98% MDXH - Buy at $3.31, now at 19% XFOR - Buy at $1.06 now with 36% GRTX - Buy at $1.83 now with 51% Etc.
Novo Nordisk is hoping to keep its name off that list, but a midstage trial failure raises new concerns for its prospect. In a phase 2 trial of its highly successful Type 2 diabetes drug Ozempic (semaglutide) against NASH, the treatment was outdone by placebo by a wide margin.
Hey Matt. Do you intend to go further with this channel and do more videos? I was hoping to have your take on Cassava trials, since the last one you made was many months ago. I liked the last (deep and critical) analysis you did on Simufilan.
Good content. Hope for new updates soon
I miss your vids man
Vk-5211 does show functional improvement . Big time. I don’t believe half the things they say in these study’s to be honest.
Whatsever happened to this dude? I enjoyed his posts
Hi Matt, Now that TGTX has a FDA approval for Briumvi , are you back in the company. if yes what is your prediction of the share price- Thanks in advance
Hey Matt, I hope you're doing good! haven't had any updates for a while now. Wish you the best for 2023 and for your return :).
This guy is a fraud. He just steals people's money.
Dude we need an update video on Anavex
ONCT is chart is in the early stages of major reversal. Just broke the 50 day moving average.
Would love to know your latest thoughts after the positive topline RVO results!
Great news! It's obviously a much smaller market than wet AMD, but KOD is not out of the race. Looks like in line with their guidance after the wet AMD failure, that their trial design hurt them because the protocol prevented additional injections. I sold out of my position because it doesn't look like there is much on the calendar until 2023. I might re-enter but need some time to look at the other indications.
@@breakingbiotech thanks so much. Appreciate your response and sharing your own strategy on this. I retained my holdings only because my avg is around $27, and I'm selling aggressive calls to minimize loss and stay in the game (by reselling same strike puts). I'm disappointed the good news didn't drive price action to a 1B mkt cap.
Also, Perlroth (CEO) mentioned in an interview to Jeffries that they did not have an opportunity to change the dosage frequency for Beacon (recent RVO study), whereas they did for the future trials, hence that bodes quite well, too.
I dig your shows, Matt. Cheers. Intriguing dvlptmt, rather devolution in KPTI. I remember missing out on the FDA approval rally way back in 2019, watching it take off to 25$/sh stratosphere, only to come down like Ikarus to 4's. Can U explain WHY the falling from grace, please ? PS check out BLUE.
Bad commercial execution. Bad clinical development decisions (liposarcoma / endometrial cancer). New leadership is trying to turn it around but it takes time. Edit: I noticed blue has some PDUFAs that should go well. r/r probably favors a long
Thank you for a good & informative video 👍
can you do a video on Relmad Tx? PH3 data expected in july. thx
relmada tx
I love supporting this company so much. They are combatting our societal norms. They're fighting non alcoholic fatty liver effects but also way more. Vk0612 is also tackling type 2 diabetes. Can't wait till those results come out. My brother had type 1 diabetes. That's how I found this company. Let's go. Thank you
This channel has such fantastic content there should be hundreds of thousands of subs
Appreciate the kind words. SELB had a wild week last week. I like them for H2. When I get time I'll look into them and maybe do a quick recap.
Please get Timothy Springer on the show
Great channel buddy
Can you do a recap on SELB if you find time
SELB is picking up steam
Great content a very undervalued channel. You have a great handle on this field
Can we get an Update on Selecta Bio please?
𝓹𝓻𝓸𝓶𝓸𝓼𝓶
This is a great highly informative channel, your a knowledgeable treasure trove of UA-camr
sucks to hear about the drop in frequency in episodes, but i get it. biotech has not been fun to follow or trade in the midst of a 1.5 year drawdown, and it makes sense that interest in bio is dwindling as a result. It's gotten to where people are even questioning its viability as a profitable economic model. Not sure what the future holds for your channel, but I hope better days come to the sector and interest increases in turn. And that all goes well for you. Thanks for all the content you've made thus far
Thank you to the episode sponsor - workinbiotech.com/
Hey Mathew, any thoughts on what’s happening with SELB? I have been averaging down but it seems to keep going down! I did my own dd and I think all the fundamentals are still there for the company! I would appreciate your input/thoughts!
Hi Rami, I still like them but this is a tough environment for small caps. I'm planning to take a position before the gout read out later this year. Until then, I think I'll sit on the sidelines.
@@breakingbiotech can you possibly do a recap video on this as it’s at a pivotal cheap price? T Springer loaded a bunch at 1.40 and is .80 now
thank Matt. good stuff. you almost make me feel better about the curis bag I'm holding
Appreciate the analysis. I’m planning to increase my CRIS position too. Current price level is crazy.