ASH Update: TRIL

Trillium Therapeutics presented interim data from its ongoing Phase 1 trial of the SIRPaFc TTI-621 at ASH this past weekend. These highly anticipated results gave a deeper look into the.

Dave Trading – Where is the value?

Dave gave me one line when I asked him about value… “not much value.  Maybe write about how to make profit in a momo market while not risking too much.”.

Catatonic Economics – Unpacking a Trump win

On October 9, 2016, I made a prediction about this election that has come true.  Hillary would lead the polls by 5 points throughout the election, and Trump would win..

Catatonic Economics – No one is talking about the greatest risk to America

Financial markets talk about a lot of headwinds to the economy.  China devaluation, negative S&P earnings, presidential race, central bank actions, European banking problems, Japan, oil, etc.  One that should.

Dave-Trading – September Edition – 3 shots

*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.***.

BLCM: Staying on the Sidelines

Bellicum is a small biotech developing drugs in the hot field of adoptive cell therapeutics. Their lead candidate is a personalized T-cell product for use after stem cell transplants to prevent early.

Achillion’s Pivot To Orphan Diseases

Through many years, Achillion focused on HCV, among the biggest prizes in drug discovery. The problem is they entered the field late while working on a very popular target. A nearly.

Catatonic Economics – Brexit!

In response to Dave, “someone will nail the impact”… I figured I’d give my shot at it. My prediction last article was that sovereign debt along with other headwinds would.

Dave-Trading – June Edition

*** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells when significantly overvalued.***.

Cup O' Joe – SRPT followup

***Joe Gantoss relies on knowing more, either through technical analysis & charts or DD & research.*** Last article, I spoke about the decision tree, and how to play the coming.

Catatonic Economics – The Four Letter Word

*** “The market can remain irrational longer than you can remain solvent” – John Maynard Keynes *** Economics is called the dismal science for a reason.  The real reason is.

Catatonic Economics – Nippon!

*** “I’m turning Japanese, I think I’m turning Japanese, I really think so.” – Janet Yellen ***    All right, so maybe Janet Yellen didn’t say that outside a karaoke.

TRIL – A quick update from BloomBurton 2016 conference

  Trillium Therapeutics Inc. (TRIL) – Nasdaq   Trillium Therapeutics (TRIL) presented at BloomBurton-2016 Healthcare Investor Conference in Toronto on May 3rd, the same as last year the speaker was TRIL’s Chief.

Eteplirsen: Reasonable Evidence of Efficacy

  The Adcom is over and Eteplirsen was voted down. A final decision still remains for approval. Much was discussed in the Adcom, the key arguments were over the following:.

Catatonic Economics

***”Economists have forecast 9 out of the last 5 recessions. *** One contribution I make to the CRG team is my background in economics. I have a pervasive interest in.

SRPT – YEAR 4 DATA ANALYSIS

  YEAR 4 DATA ANALYSIS Review of Eteplirsen to treat DMD By: @boscaptn, et al.   Compiled From SAREPTA Public Data For Week 216 (Year 4) of Study 201/202 for.

Dave-Trading – GILD

Gilead – GILD *** David Sobek is a disciplined value investor. Using models, research, and fundamental data, David devises a value for biotech stocks, buys when significantly undervalued, and sells.

Biotech Inflection Point – Watch List-1

  Following my last technical analysis “XBI – A Look At The Near and Long Term In The Biotech Sector” I will start adding names to our watch list with.

GWPH: Is Epidiolex Nothing But Placebo?

GW Pharmaceuticals made the mistake of allowing expectations to exceed its abilities, forcing the company to announce a delay in the read-out of its pivotal Dravet study. Data originally anticipated for release.

Sarepta: Is Eteplirsen Dead?

This was originally going to be titled “Ahead of the AdCom” but that no longers seems fitting. The highly anticipated Advisory Committee meeting originally scheduled for Friday January 22 was.

XBI – A Look At The Near and Long Term In The Biotech Sector

  SPDR S&P Biotech ETF (XBI)–NYSE   We will maintain our focus on the XBI as the biotech barometer, many are waiting for the XBI to outperform the IBB again.

BLCM: Limited Opportunities In a Changing Environment

The driving interest in Bellicum revolves around its safety switch for use in hematologic stem cell transplants. It’s product, BPX-501, is a T-cell therapy containing a caspase-9 gene that can.

LOXO: Staying On TRK

Loxo Oncology presented highly anticipated results from its ongoing Phase 1 study of TRK inhibitor LOXO-101 yesterday November 8, in a latebreaker at AACR-NCI-EORTC; they did not disappoint. Disclosure of.

SRPT: Better The Devil You Know

The Bull/Bear tussle in Sarepta has been ongoing for years now. Long term investors have ridden a rollercoaster as excitement has inevitably been followed by disappointment. Its Exon 51 skipping.

Global Blood Therapeutics: Targeting Sickle Cell Disease

Global Blood Therapeutics (GBT) is a recent graduate of Third Rock Ventures, a highly regarded firm with a list of innovative portfolio companies including Bluebird Bio, Foundation Medicine, Agios, and.

Raptor Pharma: Of Cystinosis and Huntingtons

Raptor Pharmaceuticals is a small Novato, CA. company that markets Procysbi for the treatment of nephropathic cystinosis. It has active clinical trials in Huntington’s Disease and Leigh Syndrome. A recent.

STARTRK-1: Lost In Space [RXDX]

This is a brief analysis of recent entrectinib data presented by Ignyta. Entrectinib is a multi-kinase inhibitor with potent activity against TrkA/B/C, ROS1, and ALK. It was licensed from Nerviano.

INCY: Predicting Success in Pancreatic Cancer

Incyte Pharmaceuticals’ lead drug Jakafi (Ruxolitinib) is approved for the treatment of the bone marrow disorders Myelofibrosis and Polycythemia Vera. It is expected to reach blockbuster sales despite these relatively.

SRPT Breakout- A Quick Look At The Chart

  Sarepta Therapeutics, Inc. (SRPT) – Nasdaq   After three years of a roller coaster, Sarepta getting closer to the the real deal, started with the NDA acceptance by the FDA on.

Loxo Oncology: One to Watch

Loxo Oncology (LOXO) is a biotech company built around the idea that cancer is best treated with highly targeted drugs paired to companion diagnostics. CEO Josh Bilenker, a partner at.

Trevena Scores In Pain Study

Trevena Inc. (TRVN) presented positive Phase 2b results Monday August 31 from its TRV130 pain study. The primary endpoint of superior pain reduction compared to placebo was met, as well as.

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