Breaking Biotech

-Gilead loses 3 executives in the last 6 months, but that's not why I sold! -New research suggests that closed-loop insulin delivery-glucose monitoring keeps type 2 diabetics in range better than conventional therapy Follow me @matthewlepoire this is not investment advice

Today I go through various Q2 earnings reports and see where each company stands relative to its value. I spend most of my time talking about the drop in ONCE and whether or not it is an overreaction. this is not investment advice

Today I break down Alzheimer's disease and the latest Biogen Phase 2 trial results. This is not investment advice

Note: I meant to say that <1% factor activity is SEVERE hemophilia. Normal is from 50% to 150%. Today I talk again about Zogenix because I was wrong about Study 2 being priced in! Congrats to the ZGNX holders. I also talk about the new FDA guidelines on gene therapy for hemophilia and its implications for spark tx ($ONCE). Follow me @matthewlepoire This is not investment or trading advice Links: https://www.fda.gov/downloads/BiologicsBloodVaccines/GuidanceComplianceRegulatoryInformation/Guidances/CellularandGeneTherapy/UCM610801.pdf http://ir.sparktx.com/static-files/abee99c0-62d2-49cf-ae7c-f4d26a536efc

Be careful with highly anticipated events that are expecting positive data! Today, I talk about Zogenix and their expected Phase 3 results. They previously showed good data in their Phase 3 Study 1 trial but this time with patients taking Stiripentol. Try not to get caught playing events that are priced in like FDA approval of GW's Epidiolex. Follow me @matthewlepoire This is not investment advice

Gene therapy and car-t are leading the way in new potential treatments of blood disorders. I breakdown how these techniques work and which companies are using the technology. This is not trading advice Follow me @matthewlepoire

Today I breakdown Zafgen's problematic history with an update on their newest generation of MetAP2 inhibitors for treatment of Type 2 Diabetes. I also talk about Tandem Diabetes Care and their latest FDA approval. Follow me on twitter @matthewlepoire Relevant links: http://zafgen.gcs-web.com/news-releases/news-release-details/zafgen-announces-positive-full-results-phase-2-proof-concept http://investor.tandemdiabetes.com/news-releases/news-release-details/tandem-diabetes-care-announces-fda-approval-tslim-x2-insulin This is not investment advice

Today I look at Madrigal's Phase 2 results and talk about competitors in the NASH space. I also talk about Tandem and how we can use competitors to compare value Follow me on twitter @matthewlepoire This is not investment advice. I am not liable for any trading decisions you have made.

Today I go through TNDM and their business model to see if they truly deserve the crazy run up we've seen the last few days. Relevant links: https://www.tandemdiabetes.com/ https://www.medtronicdiabetes.com/products/minimed-670g-insulin-pump-system This is not trading advice

Trump announces plans to reduce drug prices for Americans. I explain why I don't think it will. https://www.theatlantic.com/politics/archive/2018/05/big-pharma-gets-a-big-win-from-trump/560219/ 2018-Q1 earnings report from ADAMAS. http://ir.adamaspharma.com/news-releases/news-release-details/adamas-reports-first-quarter-2018-financial-results None of this is financial advice. This is only opinion and not meant to be taken as suggestions for your own financial activities.