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
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
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
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
MTSL Issue 1020
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
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
Viking Therapeutics (VKTX) – Significantly Undervalued After Roche Pays $2.7 Billion For Competitor
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)
Celldex (CLDX) — CSU Events Further Solidify Barzo As Best-In-Class – BUY
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)
Madrigal (MDGL) & Viking Therapeutics (VKTX) – LLY’s Phase II MASH Data Puts Pressure on MDGL (March 14 PDUFA) & VKTX (Q1 Phase I Oral Data)
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
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
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
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