Breaking Biotech

Major Depressive Disorder (MDD) is a debilitating neurological disorder that affects 17.3 million adults in the USA. Many of the medications currently approved have a number of side effects and limited efficacy that has opened opportunity for new drugs to enter the scene. Axsome Therapeutics (#AXSM) and Sage Therapeutics (#SAGE) are two companies with recent news in their neuroscience pipeline related to MDD. In this video, I go through the details related to their Phase 3 clinical trials and discuss the next steps for them and their potential as an investment. Follow me on twitter @matthewlepoire Email me at [email protected] www.breakingbiotech.com Disclaimer: All opinions expressed by Matt in this podcast are solely his 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 cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does 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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Cassava Sciences is a neuroscience company with a focus on Alzheimer's disease. Their lead compound, PTI-125, is able to bind to a scaffold protein that is critical in mediating the hyperphosphorylation of Tau by Aβ. The hope is that treatment of PTI-125 will reduce Tau hyperphosphorylation and prevent the negative effects associated with Alzheimer's disease. In this video, I talk about Alzheimer's disease and how PTI-125 might play a role in helping patients. I talk about Cassava (SAVA) and their latest Phase 2A trial with some predictions on their upcoming Phase 2B data (to be released soon). Then, I finish the video with a quick 2019 portfolio wrap up. Follow me on twitter @matthewlepoire Email me at [email protected] www.breakingbiotech.com Disclaimer: All opinions expressed by Matt in this podcast are solely his 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 cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does 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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Exact Sciences (EXAS) is a diagnostic company offering non-invasive colorectal cancer screening with their flagship product, Cologuard. Today, the company's valuation stands at around $14B and they will need to be aggressive in increasing the product's market share in order to justify this valuation. Recently, they acquired Genomic Health, which will provide them with other sources of revenue. They are also making good progress with a liquid biopsy test for Hepatocellular Carcinoma. Don't forget to like and subscribe! Follow me on twitter @matthewlepoire Email me: [email protected] www.breakingbiotech.com biotech #EXAS #cancer Disclaimer: All opinions expressed by Matt in this podcast are solely his 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 cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does 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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Amarin finally receives label expansion for Vascepa, which can now be marketed to patients with Triglyceride levels of greater or equal to 150mg/dl and existing Cardiovascular Disease or Diabetes Mellitus plus two other risk factors for CVD. In this video, I go through what I think is the potential market for this drug and the company's valuation. I also talk about a number of other companies that had updates at ASH2019 or around that time, including BLUE, FATE, DTIL, KOD, SRPT, SNY. Follow me on twitter @matthewlepoire Email me at [email protected] www.breakingbiotech.com Relevant sources: Fan W. Diabetes. 2018:67(Suppl 1) 2019 AHA Heart Disease and Stroke Statistics Fan W. J Clin Lipidol. 2018:13(1) Einarson TR. Cardio Diabetol. 2018 17(83) Disclaimer: All opinions expressed by Matt in this podcast are solely his 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 cannot warrant its completeness or accuracy, and it should not be relied upon as such. Matt is not under any obligation to update or correct any information provided in this podcast. Past performance is not indicative of future results. Matt does 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. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Happy Thanksgiving! In this video, I talk about all things related to eye diseases caused by over-proliferating endothelial cells. These diseases are currently treated by monthly intravitreal injections but there are new therapies in clinical trials that are likely to unseat them. I touch on #RGNX, #ADVM and #KOD as well as some others that have made headlines in the last couple weeks. Relevant publication: Ding et al. AAV8-vectored Suprachoroidal Gene Transfer Produces Widespread Ocular Transgene Expression. JCI. 2019 This is not investment advice, so please do your own due diligence before investing www.breakingbiotech.com Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

I'm back! Here are the companies I touch on in this episode (recorded on Nov 14, 2019): Sarepta: 2:30 Trevena: 4:08 Viking: 5:40 Regenxbio: 7:47 Biogen: 12:35 Amarin: 17:38 all of this is only opinion and nothing I have said should be taken as investment advice www.breakingbiotech.com Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Hey everybody, we made it to #50! In this episode, I chat with Nathan Weinstein from Aegis Capital about Acasti Pharma. We discuss the omega-3 space and Acasti's EPA/DHA formulation called CaPre. Acasti is seeking the approval of CaPre for the indication of severe hypertriglyceridemia and has two pivotal catalysts at the end of the year, which will be massive movers for the stock. Amarin's upcoming catalysts are also likely to affect them. Check out the whole video for more details! Relevant links: https://www.acastipharma.com/en/investors/company-information/presentations https://www.aegiscapcorp.com/service/nathan-weinstein/ this is not investment advice breakingbiotech #acst #amrn Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

Today, I talk breast cancer and how Odonate's oral Taxane (Tesataxel) could garner the attention of doctor's looking to alleviate the burden of IV chemotherapy infusion in their patients. I discuss the latest macro news, biotech news, and compare previous Taxane revenue to see if my model is reasonable. www.breakingbiotech.com biotech #breakingbiotech #odonate This is not investment advice, but for entertainment purposes. I am not liable for any losses you generate from trading. Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

In this video, I discuss the details of the advisory committee that recently occurred regarding Aimmune Therapeutics' peanut allergy treatment, Palforzia (formerly AR101). The committee voted in support of approval and should pave the way for a positive PDUFA decision. this is not investment advice www.breakingbiotech.com Support Breaking Biotech by donating to their Tip Jar: https://tips.pinecast.com/jar/breaking-biotech

In this video, I talk about Sarepta and their issues regarding the CRL received for Golodirsen. I also take a close look at Iovance Biotherapeutics and their tumor infiltrating lymphocyte cell therapy for cancer treatment. this is not investment advice breakingbiotech #SRPT #IOVA www.breakingbiotech.com Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech