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
BIOINVEST BREAKING NEWS – Viking (VKTX) delivered the goods this morning when they announced positive top-line results from its Phase IIb VOYAGER clinical trial of VK2809 in patients with biopsy-confirmed non-alcoholic steatohepatitis (NASH). (…more)
MTSL Issue 999 (dated 4/13/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #PCRX #pacira #PGEN #precigen
MTSL Issue 997 (dated 3/16/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ESPR #esperion #INCY #incyte #PGEN #precigen #TCRT #alaunos #VXRT #vaxart
MTSL Issue 996 (dated 3/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BCYC #bicycle #CLDX #celldex #IONS #ionis #PCRX #pacira #SGMO #sangamo
MTSL Issue 995 (dated 2/16/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: @ALKS #alkermes #BCYC #bicycle #INCY #incyte #VXRT #vaxart
BIOINVEST BREAKING NEWS – Precigen announced the sale of a wholly-owned non-healthcare subsidiary, Trans Ova Genetics, L.C. (“Trans Ova”) for $170 million. The proceeds will go towards retiring roughly $200 million in convertible debt due in 2023. (…more)
Madrigal (MDGL) — Breaking News: MDGL has pitched a “perfect game” with their pristine MAESTRO-NASH Phase III trial hitting both primary, FDA agreed upon endpoints. The FDA had agreed that even hitting one primary endpoint would lead to approval. (…more)
(ESPR) BioInvest News — ESPR has delivered positive top-line data (at least 15% improvement in MACE-4) from their Phase IV Cholesterol Lowering via Bempedoic acid, an ACL-Inhibiting Regimen (CLEAR) Outcomes trial. The trial met its primary endpoint, demonstrating statistically significant risk reduction in MACE-4 in patients treated with 180 mg/day NEXLETOL compared to placebo. (More)
(ESPR) BioInvest News — ESPR held an investor R&D event today and did a very solid job of detailing why the upcoming 14,000 patient global cardiovascular outcomes trial (CVOT), CLEAR, is highly likely to deliver a positive result by reducing major adverse cardio events (MACE) by at least 15%. (More)
MTSL Issue 987 (dated 10/20/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #INCY #incyte #SGMO #sangamo
BIOINVEST BREAKING NEWS – Last night, MTSL Recommendation MYOV announced that its board gracefully declined a $2.4 billion takeover offer from Sumitovant Biopharma, a unit of Japan-based Sumitomo Pharma. Sumitovant owns 52% of MYOV shares and offered $22.75, a price that we find to be way too low. (…more)
MTSL Issue 984 (dated 09/08/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycle #IONS #ionis #PCRX #pacira #SGMO #sangamo #VXRT #vaxart
MTSL Issue 982 (dated 08/11/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #BMRN #biomarin #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #INCY #incyte #MDGL #madrigal #MYOV #myovant #PGEN #precigen #SGMO #sangamo #VXRT #vaxart #ZYNE #zynerba
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 1001 (dated 5/11/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #ALKS #alkermes #BCYC #bicycletherapeutics #BMRN #biomarin #CLDX #celldex #ESPR #esperion #MDGL #madrigal #PGEN #precigen #VXRT #vaxart
MTSL Issue 998 (dated 3/30/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BCYC #bicycle #CLDX #celldex #INCY #incyte #IONS #ionis #MYOV #myovant #SGMO #sangamo #VKTX #viking #ZYNE #zynerba
BIOINVEST SPECIAL UPDATE – Biotechs were under pressure this week as the sudden failure of SVB and drug pricing concerns delivered a double whammy in a continued rising rate environment. In our view, while all biotech stocks are being sold indiscriminately, we believe (…more)
Please join BioInvest FREE at The MoneyShow’s TradersEXPO in Las Vegas on April 24-26. In this session, John will explain the methodology he uses to sift through hundreds of biotech companies to find the best-in-class drugs like MDGL for longterm growth.
Bicycle (BCYC) — BCYC announced positive BT8009 Phase I data today in heavily pre-treated cancer patients at ASCO GI. In our view, the strong data point out the potential for BT8009 to become a best in class drug and a significant differentiated treatment option for cancer patients. (…more)
MTSL Issue 993 (dated 1/19/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ACAD #acadia #TCRT #alaunos #ALKS #alkermes #BCYC #bicycle #CLDX #celldex #ESPR #esperion #IONS #ionis #PGEN #precigen #ZYNE #zynerba
MTSL Issue 991 (dated 12/15/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #CLDX #celldex #ESPR #esperion #INCY #incyte #PCRX #pacira #PGEN #precigen #SGMO #sangamo
MTSL Issue 990 (dated 12/01/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #TCRT #alaunos #VXRT #vaxart #ZYNE #zynerba
MTSL Issue 988 (dated 11/03/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes CLDX #celldex #ESPR #esperion #INCY #incyte #MDGL #madrigal #PCRX #pacira #SGMO #sangamo
Please join BioInvest FREE at The MoneyShow live streaming event on October 12 where John McCamant will be presenting along with dozens of the most respected economists, money managers, and professional traders in the country. #MYOV #MDGL #PGEN #TCRT
MTSL Issue 985 (dated 09/22/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycletherapeutics #ESPR #esperion #PCRC #pacira #SGMO #sangamo
Please join BioInvest FREE at The MoneyShow live streaming event on September 8 where John McCamant will be presenting along with dozens of the most respected economists, money managers, and professional traders in the country.
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 1002 (dated 5/25/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #SGMO #sangamo #VKTX #viking
MTSL Issue 1000 (dated 4/27/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #ALKS #alkermes #BMRN #biomarin #MDGL #madrigal #PGEN #precigen #SGMO #sangamo #VKTX #viking
BIOINVEST BREAKING NEWS – Celldex (CLDX) Celldex shares have been on a downward spiral since the exceptional durability data was presented at the AAAAI meeting in late February; the details are a bit lengthy but we remain steadfast that barzolvolimab (“barzo”) is the best-in-class and exceptionally unique mast cell inhibitor around. (…more)
(ESPR) BioInvest News — The full results from the Cholesterol Lowering via Bempedoic acid (BA), an ACL-Inhibiting Regimen (CLEAR) Outcomes trial – were presented at the American College of Cardiology (ACC) Annual meeting on Saturday by Dr. Steve Nissen (the king of CV drug trials) and simultaneously published in the New England Journal of Medicine. (More)
BIOINVEST BREAKING NEWS – Celldex (CLDX) The full Phase 1b trial of barzolimab in chronic spontaneous urticaria (CSU) was presented yesterday and continues to support its potential as the best-in-class treatment for urticaria. (…more)
MTSL Issue 994 (dated 2/02/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #PGEN #precigen #VXRT #vaxart
MTSL Issue 992 (dated 1/5/23) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #ESPR #esperion #MDGL #madrigal #PGEN #precigen
BIOINVEST BREAKING NEWS – Celldex (CLDX) Urticaria Competitor Third Harmonic Discontinues Drug – BUY – After identifying troublesome liver enzyme elevations in patients in its lead program, newly public Third Harmonic (THRD) announced they are discontinuing development of the compound in urticaria. (…more)
MTSL Issue 988 (dated 11/17/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #TCRT #alaunos #BCYC #bicycle CLDX #celldex #ESPR #esperion #PGEN #precigen #VXRT #vaxart
BIOINVEST BREAKING NEWS – Last night, MTSL Recommendation MYOV announced that its board has accepted a $2.9 billion (fully-diluted) takeover offer from Sumitovant Biopharma for $27 per share. While we believed that the original $22.50 offer was way too low, the final price does represent (…more)
MTSL Issue 986 (dated 10/06/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #IONS #ionis #MDGL #madrigal #MYOV #myovant
BIOINVEST BREAKING NEWS – TCRT’s stock is down on heavy volume as a blog post from the husband of treated Patient #2 reported that she has stopped therapy due to a mutation. While social media post are not company press releases, (…more)
MTSL Issue 983 (dated 08/25/22) – This issue of the Medical Technology Stock Letter from BioInvest includes #Biotech Sector Analysis & updates: #BMRN #biomarin #CLDX #celldex #ESPR #esperion #PLXP #plxpharma #PGEN #precigen
