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
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
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
Celldex (CLDX) — Urticaria Competitor Third Harmonic Discontinues Drug – BUY
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 995
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
Precigen (PGEN) — Precigen (PGEN-2012 Shows Strong/Complete Response in 50% of RRP Patients, Raises $75 Million at Large Discount
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) — MAESTRO-NASH Takes a BOW!
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)
Esperion (ESPR) — ESPR Delivers Positive CLEAR CVOT/Full Data at ACC March
(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)
Bicycle Therapeutics (BCYC) — BCYC’s BT8009 Delivers Positive Phase I Data at ASCO GI
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
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
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
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