MTSL Issue 1070 (dated 03/05/26) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #ESPR #esperion #IONS #ionis #WVE #wave
MTSL Issue 1067 (dated 01/22/26) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycletherapeutics #CLDX #celldex #ESPR #esperion #IONS #ionis #MDGL #madrigal #PGEN #precigen
MTSL Issue 1064 (dated 12/04/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #INCY #incyte #MDGL #madrigal
MTSL Issue 1061 (dated 10/16/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #PGEN #precigen #SKYE #skyetherapeutics #VKTX #vikingtherapeutics
MTSL Issue 1060 (dated 10/02/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #MDGL #madrigal #SKYE #skyetherapeutics
BIOINVEST BREAKING NEWS – Ionis (IONS) had great news today when they reported positive topline data from the Phase III CORE (n=617) and CORE2 (n=446) trials of Olezarsen in severe hypertriglyceridemia (sHTG), where there was a statistically significant placebo-adjusted mean reduction (…more)
BIOINVEST BREAKING NEWS – Viking (VKTX) – VKTX reported topline data from Phase II VENTURE-Oral VK2735 this morning with strong dose-dependent efficacy but a slightly higher GI side effect profile (albeit a higher placebo GI rate, too). We believe the compound’s competitiveness (…more)
MTSL Issue 1055 (dated 07/24/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #MDGL #madrigal #VKTX #viking
BIOINVEST BREAKING NEWS – Celldex (CLDX) — Celldex delivered another unprecedented clinical update for barzolvolimab (“barzo”) in CSU, further cementing the antibody’s position as the leading compound to change clinical practice in this disease of suffering. (…more)
MTSL Issue 1050 (dated 05/01/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #ESPR #esperion #INCY #incyte #IONS #ionis #MDGL #madrigal #VXRT #vaxart
MTSL Issue 1047 (dated 03/20/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #INCY #incyte #IONS #ionis #SGMO #sangamo #SKYE #VKTX #viking #VXRT #vaxart
MTSL Issue 1045 (dated 02/20/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #INCY #incyte #IONS #ionis
BIOINVEST BREAKING NEWS – Viking (VKTX) – Merck will pay the Chinese company Hansoh $112 million up front to develop, manufacture and commercialize HS-10535, a pre-clinical pill that targets GLP-1. Hansoh is also eligible to receive up to $1.9 billion in milestone payments as well as royalties on sales.. (…more)
MTSL Issue 1039 (dated 11/21/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #SGMO #sangamo #VXRT #vaxart #VKTX #vikingtherapeutics
BIOINVEST BREAKING NEWS – MDGL’s Rezdiffra had a very strong 3Q, significantly exceeding very high investor expectations with Rezdiffra revenues of $62 million with a huge beat over the FactSet consensus estimate of $35 million. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) — Celldex reported the eagerly-awaited 52-week data for barzolvolimab (c-KIT antibody) in chronic spontaneous urticaria (CSU) as a late-breaker at EADV occurring in Amsterdam. We believe the data is overwhelming positive, continue to paint the best-in-class compound in urticaria and below address reasons for the stock weakness. (…more)
MTSL Issue 1034 (dated 09/05/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #IONS #ionis #SKYE
BIOINVEST BREAKING NEWS – Celldex (CLDX) — CLDX released positive topline results from the Company’s 196-patient Phase II clinical trial of barzolvolimab in the most common forms of chronic inducible urticaria (CIndU)—cold urticaria (ColdU) and symptomatic dermographism (SD). (…more)
MTSL Issue 1030 (dated 07/11/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #PCRX #pacira #skye
MTSL Issue 1028 (dated 06/13/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #MDGL #madrigal #PGEN #preceign #SKYE #VXRT #vaxart #VKTX #viking
BIOINVEST BREAKING NEWS – PGEN delivered excellent data for ‘2012 at ASCO yesterday and is now poised to file for FDA approval. The Company reported positive Phase 1/2 pivotal study results for the investigational PRGN-2012 off-the-shelf (OTS) AdenoVerse gene therapy in patients with recurrent respiratory papillomatosis (RRP) in a Late-Breaking oral presentation at ASCO. (…more)
MTSL Issue 1026 (dated 05/09/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PCRX #pacira #VXRT #vaxart
MTSL Issue 1023 (dated 03/28/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #SGMO #sangamo #VXRT #vaxart #VKTX #viking
MTSL Issue 1021 (dated 02/29/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #ESPR #esperion #SKYE #skye #VKTX #viking
MTSL Issue 1020 (dated 02/15/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #MDGL #madrigal #SGMO #sangamo #VKTX #viking
MTSL Issue 1018 (dated 01/18/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #CLDX #celldex #ESPR #esperion #PGEN #precigen #VXRT #vaxart
BIOINVEST BREAKING NEWS – Viking (VKTX) Viking Therapeutics (VKTX) – Significantly Undervalued After Roche Pays $2.7 Billion For Competitor, Phase I ‘2735 Oral Proof-of-Concept Data in Q1 2024. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) Underwhelming details of NVS remibrutinib (‘REMI’) Phase III trial in chronic spontaneous urticaria (‘CSU’) were released at a major medical meeting last week. Combining that negative event with two more disappointing regulatory/clinical events – the REGN/SNY’s receipt of a CRL of Dupixent and the failure of AMGN/AZN’s tezepelumab – potential competition for Celldex’s barzolvolimab (‘barzo’) is falling by the wayside. (…more)
MTSL Issue 1012 (dated 10/19/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #INCY #incyte #VKTX #viking
MTSL Issue 1009 (dated 08/31/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #THRN #thorne
MTSL Issue 1007 (dated 08/03/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermesg #ESPR #esperion #INCY #incyte #PCRX #pacira #THRN #thorne #VKTX #viking
MTSL Issue 1005 (dated 07/06/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #INCY #incyte #MDGL #madrigal #VKTX #viking #VXRT #vaxart
MTSL Issue 1003 (dated 6/08/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #ESPR #esperion #IONS #ionis #PGEN #precigen #VXRT #vaxart
MTSL Issue 1069 (dated 02/19/26) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #INCY #incyte #MDGL #madrigal #VKTX #vikingtherapeutics
MTSL Issue 1066 (dated 01/08/26) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #INCY #incyte #IONS #ionis #VKTX #viking #WVE #wavetherapeutics
MTSL Issue 1063 (dated 11/13/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #IONS #ionis #MDGL #madrigal #PGEN #precigen #SGMO #sangamo #SKYE #skykebiosciences #VXRT #vaxart #WVE #wave
BIOINVEST BREAKING NEWS – Skye (SKYE) – On a negative note, Nimacimab’s Phase II study missed its primary endpoint, with a much lower/negligible effect on weight loss at Week 26 (-1.26%, n.s.) than expected. The monotherapy trial failure was attributed to (…more)
MTSL Issue 1059 (dated 09/18/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycletherapeutics #CLDX #celldex
MTSL Issue 1057 (dated 08/21/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #IONS #ionis #MDGL #madrigal #PGEN #precigen #VKTX #viking
BIOINVEST BREAKING NEWS – Precigen has received FDA approval for PAPZIMEOS for the treatment of adults with recurrent respiratory papillomatosis (RRP). PAPZIMEOS is the first and only FDA-approved therapy for the treatment of adults with RRP. In a major positive for the Company, the approval came early as the FDA PDUFA date was Aug. 27. (…more)
MTSL Issue 1054 (dated 07/10/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #IONS #ionis #SKYE #skyebiosciences #VKTX #viking
MTSL Issue 1052 (dated 06/05/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #IONS #ionis #VXRT #vaxart
MTSL Issue 1049 (dated 04/17/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #SKYE #skyebioscience #VXRT #vaxart
BIOINVEST BREAKING NEWS – Viking (VKTX) – Yesterday VKTX has checked off another important box in its obesity drug competitiveness by securing production capacity for their second generation GLP drug, VK2735. The Company will prepay leading global contract manufacturer CordenPharma (…more)
MTSL Issue 1044 (dated 02/06/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #SKYE #VKTX #vikingtherapeutics
MTSL Issue 1042 (dated 01/09/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #PGEN #precigen #SGMO #sangamo #VKTX #vikingtherapeutics
Bicycle (BCYC) — BCYC has been under pressure recently after the company provided updates on its zelenectide (BT8009) program. The company provided topline Phase I/II Duravelo-1 data of zelenectide+pembro combo in 1L mUC, timing expectations for subsequent Phase II/III Duravelo-2 readouts (…more)
MTSL Issue 1038 (dated 11/07/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #MDGL #madrigal #VKTX #viking
MTSL Issue 1037 (dated 10/24/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #SGMO #sangamo #VKTX #viking
BIOINVEST BREAKING NEWS – Skye (SKYE) This morning Novo Nordisk announced mixed data for their CB1 receptor inverse agonist, monlunabant with solid weight loss but questionable neuropsychiatric side effects. The data showed that after 16 weeks of treatment, patients with a baseline bodyweight of 110.1 kg lost a mean of 7.1 kg after treatment with 10 mg doses of monlunabant. (…more)
MTSL Issue 1033 (dated 08/22/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #INCY #incyte #SKYE
MTSL Issue 1031 (dated 07/25/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #IONS #ionis #SGMO #sangamo #SKYE #VKTX #viking
BIOINVEST BREAKING NEWS – Celldex (CLDX) Based upon the timing of the posting of the Phase III CSU trials, we expect Celldex will announce the first patient treated in the study will happen any day. In addition, the Phased II CindU data is also highly likely to be released this month, then the key 52-week Phase II CSU results will also happen sometime this summer/early fall. (…more)
Special Update: Vaxart (VXRT) – Right at press time VXRT delivered great news after the close when they announced that it received a project award valued at up to $453 million through the Rapid Response Partnership Vehicle (RRPV). Read more…
BIOINVEST BREAKING NEWS – EAACI Data Highlights “Profound” Barzo Angioedema Results – Suggests Every 8 Weeks SC Dosing – Rest of 2024 Is Clinically Busy – BUY (…more)
MTSL Issue 1025 (dated 04/25/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #VKTX #viking
BIOINVEST BREAKING NEWS – Viking (VKTX) Viking Therapeutics (VKTX) – Oral VK2735 Delivers Excellent Phase I Weight Loss of 5.3% at 28 Days; Highest Dose Not Reached Yet Due to Outstanding Safety. (…more)
BIOINVEST BREAKING NEWS – Celldex (CLDX) On further inspection of the Phase II 12-week CSU data, barzolvolimab’s wide therapeutic window continues to support it Best-In-Class compound profile. The urticaria market is extremely underestimated and we expect barzo forecasts will rise significantly from here. BUY (…more)
BIOINVEST BREAKING NEWS – Viking (VKTX) Viking Therapeutics (VKTX) – LLY’s Phase II MASH Data Puts Pressure on MDGL (March 14 PDUFA) & VKTX (Q1 Phase I Oral Data), Both Still BUYS With Upcoming Catalysts (…more)
MTSL Issue 1017 (dated 01/04/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #ESPR #esperion
MTSL Issue 1015 (dated 11/30/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #CLDX #celldex #IONS #ionis
MTSL Issue 1013 (dated 11/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #INCY #incyte #SGMO #sangamo #VXRT #vaxart
MTSL Issue 1011 (dated 09/28/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #IONS #ionis #VKTX #viking
MTSL Issue 1008 (dated 08/17/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #alaunos #TCRT esperion #ESPR #ionis #IONS #precigen #PGEN #thorne #THRN #sangamo #SGMO
NEW RECOMMENDATION – We are initiating coverage on Thorne HealthTech (NASDAQ – THRN). For many reasons we believe Thorne is akin to the “Apple” of the nutritional supplement business. (…more)
Madrigal (MDGL) / Viking (VKTX) are both strong BUYS after the overreaction to Lilly’s Phase II, 337 patients, data that showed a 24% weight loss at 48 weeks in the high dose from their new triple drug combo.Madrigal (MDGL) / Viking (VKTX) Strong BUYs After Overreaction to Lilly Phase II Data (…more)
MTSL Issue 1068 (dated 02/05/26) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #SKYE #skyebioscience #WVE #wavelifesciences
MTSL Issue 1065 (dated 12/18/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycletherapeutics #INCY #incyte #TCRT #alaunos
MTSL Issue 1062 (dated 10/30/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #MDGL #madrigal #VKTX #viking #WVE #wave
BIOINVEST BREAKING NEWS – Viking (VKTX) – On a positive note, MTSR’s preliminary merger proxy statement released today and stated there were up to seven interested parties and three companies with bids offered, including PFE. (…more)
MTSL Issue 1058 (dated 09/04/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #PGEN #precigen #SKYE #skyebiosciences #WVE #wavelifesciences
BIOINVEST BREAKING NEWS – Celldex (CLDX) — The Phase II study with barzolvolimab for eosinophilic esophagitis (EoE) met the primary endpoint of a statistically significant drop in mucosal mast cells (MC). However, the strong MC efficacy did not translate into a clinical benefit. (…more)
MTSL Issue 1056 (dated 08/07/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #INCY #incyte #IONS #ionis #MDGL #madrigal
MTSL Issue 1053 (dated 06/19/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #CLDX #celldex #INCY #incyte #MDGL #madrigal #VXRT #vaxart
MTSL Issue 1051 (dated 05/15/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD CLDX #celldex #ESPR #esperion #MDGL #madrigal #SGMO #sangamo #VXRT #vaxart
MTSL Issue 1048 (dated 04/03/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #IONS #ionis #SGMO #sangamo #VKTX #vikingtherapeutics
MTSL Issue 1046 (dated 03/06/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VXRT #vaxart
MTSL Issue 1043 (dated 01/23/25) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #CLDX #celldex #ESPR #esperion #INCY #incyte #MDGL #madrigal #VXRT #vaxart #VKTX #vikingtherapeutics
MTSL Issue 1041 (dated 12/19/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #ESPR #esperion #INCY #incyte #SGMO #sangamo #VKTX #viking
MTSL Issue 1040 (dated 12/05/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #MDGL #VXRT #vaxart
BIOINVEST BREAKING NEWS – Viking (VKTX) presented excellent updates for both high dose oral and subQ VK2735 at Obesity Week. The data continues to demonstrate best in class potential for the leading 2nd generation oral/subQ GLP-1/GIP program. (…more)
MTSL Issue 1036 (dated 10/10/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #IONS #ionis #VXRT #vaxart #VKTX #viking
MTSL Issue 1035 (dated 09/19/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycletherapeutics #BMRN #biomarin #INCY #incyte #IONS #ionis #SKYE
MTSL Issue 1032 (dated 08/08/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #INCY #incyte #MDGL #madrigal #PGEN #precigen #SGMO #sangamo #VXRT #vaxart
BIOINVEST BREAKING NEWS – Viking (VKTX) held an excellent Q2:24 call with important positive clinical and regulatory updates for both VK2735 subQ and oral. BUY. (…more)
MTSL Issue 1029 (dated 06/27/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #VKTX #viking
BIOINVEST BREAKING NEWS – Viking Therapeutics (VKTX) – VKTX is trading down after the release of positive 52 week histology data for VK2809 in NASH. In our view, overall investor concerns around timing and likelihood of partnerships for VKTX in the large Obesity and NASH markets are driving the stock down with today’s move a “sell the news” event. (…more)
MTSL Issue 1027 (dated 05/23/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #ESPR #esperion #INCY #incyte #IONS #ionis #SGMO #sangamo #VXRT #vaxart
MTSL Issue 1024 (dated 04/11/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #ESPR #esperion #SKYE
MTSL Issue 1022 (dated 03/14/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #INCY #incyte #MDGL #madrigal #SGMO #sangamo #SKYE #VKTX #viking
BIOINVEST BREAKING NEWS – On Friday, the FDA approved Roche/Genentech’s Xolair as the first treatment to help reduce severe allergic reactions brought on by accidental exposure to certain foods. (…more)
MTSL Issue 1019 (dated 02/01/24) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ESPR #esperion #IONS #ionis #VXRT #vaxart
MTSL Issue 1016 (dated 12/14/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #INCY #incyte #VKTX #viking
MTSL Issue 1014 (dated 11/16/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VKTX #viking
BIOINVEST BREAKING NEWS – Celldex (CLDX) After the close on Friday, Regeneron and Sanofi announced that the FDA issued a Complete Response Letter (CRL) for Dupixent (“Dupi”) in chronic spontaneous urticaria (CSU). With an expected 2-year delay (or more), this is a major setback for Dupi. And hence, we believe it (…more)
MTSL Issue 1010 (dated 09/14/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #BMRN #biomarin #MDGL #madrigal #VXRT #vaxart #VKTX #viking
BIOINVEST BREAKING NEWS – PGEN received very good FDA news when the agency recently confirmed that the ongoing Phase I/II single arm trial of PRGN-2012 in RRP will serve as the pivotal study to support accelerated approval and no additional randomized, placebo-controlled trial will be required to support submission of a BLA. (…more)
MTSL Issue 1006 (dated 07/20/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #MDGL #madrigal #SGMO #sangamo
MTSL Issue 1004 (dated 6/22/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen
