Breaking Biotech

Breaking Biotech

By Matthew LepoireMedicine
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Breaking Biotech episodes

  • 036 - End of Q1-19 Biotech Updates
    Happy Sunday everyone! Today, I talk about: -#BIIB/Eisai and their decision to continue trials with compounds that reduce brain amyloid beta -ESSENCE interim data from #SRPT -The #VKTX abstract release and upgrade -More good news about #AMRN This is not investment advice, so do your own due diligence! www.breakingbiotech.com breakingbiotech #biotech
    26 min
  • 034 - FDA's Gottlieb Resigns plus AMRN Breakdown
    In this episode, I talk about the latest news in the biotech sector with details on my DCF model for Amarin and their fish oil pill, vascepa. I also talk about the limb-girdle data from Sarepta. Hit the subscribe button! this is not investment advice www.breakingbiotech.com
    25 min
  • 033 - ICPT Takes the Lead in NASH
    In today's episode, I breakdown the ICPT NASH results, followed up by a quick take on SAGE and the latest buyout rumors. this is not investment advice Relevant links: http://ir.interceptpharma.com/news-releases/news-release-details/intercept-announces-positive-topline-results-pivotal-phase-3 https://www.sagerx.com/ www.breakingbiotech.com
    20 min
  • 032 - GILD Fails Phase 3 in NASH!
    On this episode, I talk about results from the Gilead Phase 3 NASH trial that announced no improvement in patients treated with Selonsertib (ASK1 inhibitor). I also talk about the DBVT BLA resubmission and a hot hot Q319 trading idea on CBIO. this is not investment advice, only my opinion and ideas www.breakingbiotech.com https://youtu.be/uGLXrBUd-_0 Relevant links: https://www.gilead.com/news-and-press/press-room/press-releases https://www.dbv-technologies.com/investor-relations/press-releases/ http://ir.catalystbiosciences.com/news-releases biotech #breakingbiotech #nash
    18 min
  • 031 - Sangamo woes
    Today, I talk about Sangamo's updated data from their talks at the WORLDSymposium. We saw updates on their MPSI and MPSII programs that the market responded to with big selling. I refer to their pre-clinical data and see how it compares to the updated human data. I finish up giving my predictions, which includes selling my 15 shares. Relevant links: https://doi.org/10.1016/j.ymthe.2018.03.002 https://investor.sangamo.com/events-and-presentations This is not investment advice www.breakingbiotech.com
    28 min
  • 030 - JP Morgan and Q1-19 Expectations!
    Hey everybody! I'm back with a new video talking about news in January from my favorite biotech companies. There was a lot of interesting things from the JP Morgan Healthcare conference and there is a lot of anticipation for data coming out in Q1-2019. Here, I blast through some updates on $BMY $ESPR $SGMO $AMRN $SRPT $BIIB. Enjoy! https://youtu.be/dm7nM6ZIl0I www.breakingbiotech.com
    24 min
  • 029 - Powell ruins the market. DBVT pulls BLA!
    Hey everybody, I hope you've all been enjoying the holidays. I talk about 3 things in this video: The federal reserve and chairman Powell's comments on their guidance and the economy. DBVT pulling their BLA and my opinion on both them and AIMT. CRISPR/Cas9 and the companies commercializing the tech. This is only my opinion and should not be considered financial advice www.breakingbiotech.com https://youtu.be/Bi-LFgexGSc
    23 min
  • 028 - ASH 2018 Updates!
    Lots has happened since my last video! Today I talk about the updates from ASH 2018, with a focus on $BLUE and $GBT. I also talk about FATE, $MRNA, and the companies making bispecifics. This is not investment advice, but for information only. www.breakingbiotech.com
    25 min
  • 027 - Amarin Sells Off Amid Positive Vascepa Data
    Amarin recently published data from their REDUCE-IT cardiovascular outcomes trial. Their EPA medicine, Vascepa, showed a 25% relative risk reduction compared to placebo. EPA is an omega-3 fatty acid that previously showed a 19% relative risk reduction in cardiovascular outcomes in a Japanese study (JELIS, 2007). Amarin saw a hazard ratio of 0.75 in their primary endpoint, which evaluated cardiovascular death, nonfatal myocardial infarction, nonfatal stroke, coronary revascularization, and unstable angina. In this video, I go through two critiques of the study: 1) Lack of mechanistic insight 2) Mineral oil use in the placebo group I believe Vascepa is likely to get FDA approval for the indication of reducing cardiovascular disease in patients with over 150mg/dl Triglycerides on statin therapy. This is not investment advice, do your own due diligence. Relevant links: https://investor.amarincorp.com/ https://www.nejm.org/doi/full/10.1056/NEJMoa1812792 https://www.nejm.org/doi/full/10.1056/NEJMe1814004
    23 min

About Breaking Biotech

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Matt breaks down relevant biotech stocks, analyzing their data and determining if they are a good investment.

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