Breaking Biotech

Hey everyone! In this video, I discuss the relationship history between Amarin and the FDA regarding their EPA medication (Vascepa) for the lowering of triglycerides. I believe the difficulty #AMRN has had with the FDA in the past has made the market concerned about Vascepa's future given recent announcement of an advisory committee meeting for label expansion of Vascepa. I also talk about Sarepta, Novartis and Gilead. This is not investment advice. Please do your own due diligence before ever investing in equity markets. www.breakingbiotech.com http://epadruginitiative.com/press/why-the-fda-got-it-wrong Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hey everybody, today I talk about the upcoming advisory committee meeting, which will lead to a recommendation (or not) for the approval of Descovy for pre-exposure prophylaxis (PrEP) in high-risk individuals. I also go through the latest ICER reports on AIMT and AMRN. I mention a short-term trade idea but remember to do your own due diligence and do not consider this investment advice. Thanks for watching! www.breakingbiotech.com Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hi all, today I talk about the #MRKR interim update of their MultiTAA treatment in pancreatic cancer. I go through the data in all 3 arms and analyze whether or not they see an actual effect of their unique therapy. www.breakingbiotech.com this is not investment advice breaking biotech #biotech Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hey everybody, hope you're all doing well! In this video, I talk about Pfizer's DMD gene therapy update that indicates continued Sarepta hegemony in the space. I also talk about ContraVir and their NASH drug, CRV431. I must have drank too much coffee before recording because I made more than a couple errors this time around. So, if you're an audio-only listener and hear something that doesn't sound right, double check the video version, which corrects the mistakes via captions or has it written properly even though I say it wrong (i.e. I say 3E16 when 3E13 is clearly written on the slide). Thanks to everyone for listening and do your own due diligence if you are considering investing, this is not a substitute for investment advice. www.breakingbiotech.com Follow me on twitter @matthewlepoire Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Today, I cover the latest in biotech with a highlight on Immunomedics and their antibody-drug conjugates for breast cancer. this is not investment advice www.breakingbiotech.com @matthewlepoire Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Today, I talk about REGENXBIO and their in-house gene therapy candidates. Their most important asset in early clinical trials is RGX-314, indicated for wet AMD (and hopefuily Diabetic Retinopathy). This gene therapy could replace blockbuster drugs that treat millions patients, but is it a buy today? Follow me @matthewlepoire www.breakingbiotech.com this is not investment advice Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hi all, I'm back today talking about the approval of Avexis/Novartis' gene therapy for spinal muscular atrophy, Zolgensma. I also talk about how I came to a conclusion about whether or not I should short Biogen. Correction: The upcoming BIIB098 readout is not a pivotal study but a head-to-head against Tecfidera. Also, the partnership company is Alkermes, not Alkemes. Follow me on twitter @matthewlepoire www.breakingbiotech.com this is not investment advice Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hi everybody, in this episode I take a deeper dive into pancreatic cancer and how Marker Therapeutics' MultiTAA T Cell therapy might fare against it. Thanks for listening! Follow me on twitter @matthewlepoire Support Breaking Biotech by donating to the tip jar: https://tips.pinecast.com/jar/breaking-biotech

Hey all, tonight I talk about the latest downswing in biotech/pharma and I breakdown Marker Therapeutics. This company has a novel platform to activate T cells for cancer treatment that significantly reduces side effects, which are common in CAR-T. I jumbled over explaining target optimization. Basically, the company is using the same antigen targets to prime their T cell prep for pancreatic cancer that they are using for blood cancers. I think this is a mistake given the significant difference in character of the two cancers. On their business update call, they explained that it will be easy for them to add new targets and switch up the current ones, but there will need to be a process for this. Despite this, it's possible the AML targets are enough to have some impact on pancreatic cancer, which is my justification for a small position before the data is released. Follow me @matthewlepoire for my tweet confirming the purchase. Couple clarifications: 1. I said the breast cancer interim data is due in Q4-2019. This is a mistake and should be ovarian cancer. 2. The target of current CAR-T therapies is CD19, the expressed protein in the T cells is the 'CAR'. 3. Marker was founded in 1992, not last year, like I said. 4. ASCO rules prohibit the inclusion of clinical outcome data in TIP abstract submissions. breakingbiotech #biotech $MRKR www.breakingbiotech.com

In this video, I go through Sangamo's updated data with their Hemophilia A and Beta-Thalassemia treatments. I also talk about Viking Therapeutics' VK5211, a potent selective androgen receptor modulator. Follow me @matthewlepoire This is not investment advice www.breakingbiotech.com breakingbiotech #SGMO #VKTX